Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSecurity National Bank
Latest Disclosed Ownership45,810 shares
Latest Disclosed Value $ 10,823,987
Security National Bank reports 1.39% increase in ownership of LOW / Lowe's Companies, Inc.

On April 16, 2026 - Security National Bank filed a 13F-HR form disclosing ownership of 45,810 shares of Lowe's Companies, Inc. (MX:LOW) valued at $10,823,987 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 45,184 shares of Lowe's Companies, Inc.. This represents a change in shares of 1.39% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F LOWES COS COM 548661107 45,810 626 1.39 10,824 -0.67 1.4252
2026-02-05 2025-12-31 13F LOWES COS COM 548661107 45,184 -178 -0.39 10,897 -4.41 1.5622
2025-10-20 2025-09-30 13F LOWES COS COM 548661107 45,362 1,161 2.63 11,400 16.25 1.7461
2025-07-10 2025-06-30 13F LOWES COS COM 548661107 44,201 -933 -2.07 9,807 -6.84 1.6975
2025-04-23 2025-03-31 13F LOWES COS COM 548661107 45,134 278 0.62 10,527 -4.91 1.9883
2025-02-10 2024-12-31 13F LOWE'S COS COM 548661107 44,856 -598 -1.32 11,070 -10.08 1.5794
2024-10-07 2024-09-30 13F LOWE'S COS COM 548661107 45,454 -78 -0.17 12,311 22.66 1.6727
2024-07-22 2024-06-30 13F LOWE'S COS COM 548661107 45,532 -1,603 -3.40 10,038 -16.40 1.4576
2024-04-15 2024-03-31 13F LOWE'S COS COM 548661107 47,135 518 1.11 12,007 15.73 1.8176
2024-02-13 2023-12-31 13F LOWE'S COS COM 548661107 46,617 -473 -1.00 10,375 6.03 2.3431
2023-10-20 2023-09-30 13F LOWES COS INC COM Common Stock 548661107 47,090 -1,068 -2.22 9,784 -9.98 2.7456
2023-07-18 2023-06-30 13F LOWES COS INC COM Common Stock 548661107 48,158 -1,831 -3.66 10,869 8.73 2.7681
2023-04-17 2023-03-31 13F LOWES COS INC COM Common Stock 548661107 49,989 -2,596 -4.94 9,996 -4.59 2.6668
2023-02-01 2022-12-31 13F LOWES COS INC COM Common Stock 548661107 52,585 -2,854 -5.15 10,477 0.62 2.8246
2022-10-18 2022-09-30 13F LOWES COS INC COM Common Stock 548661107 55,439 527 0.96 10,412 8.56 2.9035
2022-07-25 2022-06-30 13F LOWES COS INC COM Common Stock 548661107 54,912 -1,533 -2.72 9,591 -15.96 2.6661
2022-04-25 2022-03-31 13F LOWES COS INC COM Common Stock 548661107 56,445 80 0.14 11,413 -21.66 2.6100
2022-01-28 2021-12-31 13F LOWES COS INC COM Common Stock 548661107 56,365 -1,164 -2.02 14,569 24.84 3.2986
2021-10-14 2021-09-30 13F LOWES COS INC COM Common Stock 548661107 57,529 1,417 2.53 11,670 7.22 2.9272
2021-07-07 2021-06-30 13F LOWES COS INC COM Common Stock 548661107 56,112 -174 -0.31 10,884 1.68 2.8651
2021-04-05 2021-03-31 13F LOWES COS INC COM Common Stock 548661107 56,286 -356 -0.63 10,704 17.73 3.1477
2021-02-01 2020-12-31 13F LOWES COS INC COM Common Stock 548661107 56,642 -2,044 -3.48 9,092 -6.60 2.8884
2020-10-19 2020-09-30 13F LOWES COS INC COM Common Stock 548661107 58,686 48 0.08 9,734 22.86 3.3919
2020-08-11 2020-06-30 13F LOWES COS INC COM Common Stock 548661107 58,638 1,243 2.17 7,923 60.42 3.2722
2020-04-21 2020-03-31 13F LOWES COS INC COM Common Stock 548661107 57,395 13,589 31.02 4,939 -5.85 2.5930
2020-02-04 2019-12-31 13F LOWES COS INC COM Common Stock 548661107 43,806 388 0.89 5,246 9.89 2.3381
2019-10-15 2019-09-30 13F LOWES COS INC COM Common Stock 548661107 43,418 2,105 5.10 4,774 14.51 2.2522
2019-07-22 2019-06-30 13F LOWES COS INC COM Common Stock 548661107 41,313 1,259 3.14 4,169 -4.93 2.0604
2019-05-14 2019-03-31 13F LOWES COS INC COM Common Stock 548661107 40,054 2,270 6.01 4,385 25.64 2.2748
2019-02-14 2018-12-31 13F LOWES COS INC COM Common Stock 548661107 37,784 1,159 3.16 3,490 -17.00 2.1765
2018-10-12 2018-09-30 13F LOWES COS INC COM Common Stock 548661107 36,625 677 1.88 4,205 22.42 2.3254
2018-07-26 2018-06-30 13F LOWES COS INC COM Common Stock 548661107 35,948 1,821 5.34 3,435 14.69 2.1854
2018-05-09 2018-03-31 13F LOWES COS INC COM Common Stock 548661107 34,127 -1,065 -3.03 2,995 -8.44 2.0045
2018-02-13 2017-12-31 13F LOWES COS INC COM Common Stock 548661107 35,192 44 0.13 3,271 16.41 2.1250
2017-11-13 2017-09-30 13F LOWES COS INC COM Common Stock 548661107 35,148 467 1.35 2,810 4.50 1.9237
2018-01-03 2017-06-30 13F LOWES COS INC COM Common Stock 548661107 34,681 634 1.86 2,689 -3.93 1.9585
2018-01-04 2017-03-31 13F LOWES COS INC COM Common Stock 548661107 34,047 34,047 2,799 2.0967
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.