Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership46,582 shares
Latest Disclosed Value $ 11,006,418
Sequoia Financial Advisors, LLC reports 1.96% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 46,582 shares of Lowe's Companies, Inc. (MX:LOW) valued at $11,006,418 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 47,515 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.96% 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)
2026-04-30 2026-03-31 13F LOWES COS COM 548661107 46,582 -933 -1.96 11,006 -3.94 0.0616
2026-02-03 2025-12-31 13F LOWES COS COM 548661107 47,515 1,398 3.03 11,459 -1.13 0.0639
2025-10-29 2025-09-30 13F LOWES COS COM 548661107 46,117 3,144 7.32 11,590 21.55 0.0704
2025-07-25 2025-06-30 13F LOWES COS COM 548661107 42,973 2,712 6.74 9,534 1.53 0.0653
2025-04-23 2025-03-31 13F LOWES COS COM 548661107 40,261 3,080 8.28 9,390 2.33 0.0725
2025-08-08 2024-12-31 13F/A-1 LOWES COS COM 548661107 37,181 3,315 9.79 9,176 0.04 0.0883
2025-02-07 2024-12-31 13F LOWES COS COM 548661107 37,181 3,315 9,176 0.0887
2024-10-21 2024-09-30 13F LOWES COS COM 548661107 33,866 5,287 18.50 9,173 45.59 0.0984
2024-07-15 2024-06-30 13F LOWES COS COM 548661107 28,579 1,823 6.81 6,301 -7.56 0.0759
2024-04-30 2024-03-31 13F LOWES COS COM 548661107 26,756 -2,644 -8.99 6,816 4.17 0.0847
2024-01-26 2023-12-31 13F LOWES COS COM 548661107 29,400 16,630 130.23 6,543 146.50 0.0811
2023-11-08 2023-09-30 13F LOWES COS COM 548661107 12,770 73 0.57 2,654 -7.36 0.0465
2023-08-08 2023-06-30 13F LOWES COS COM 548661107 12,697 926 7.87 2,866 21.76 0.0492
2023-04-25 2023-03-31 13F LOWES COS COM 548661107 11,771 114 0.98 2,354 1.34 0.0523
2023-02-10 2022-12-31 13F/A-1 LOWES COS COM 548661107 11,657 3,955 51.35 2,323 60.58 0.0571
2023-01-18 2022-12-31 13F LOWES COS COM 548661107 11,717 4,015 2,335 0.0527
2022-10-26 2022-09-30 13F LOWES COS COM 548661107 7,702 -1,827 -19.17 1,446 -13.10 0.0456
2022-07-22 2022-06-30 13F LOWES COS COM 548661107 9,529 -342 -3.46 1,664 -16.63 0.0471
2022-05-13 2022-03-31 13F LOWES COS COM 548661107 9,871 3,041 44.52 1,996 13.09 0.0499
2022-02-22 2021-12-31 13F/A-1 LOWES COS COM 548661107 6,830 4,544 198.78 1,765 280.39 0.0481
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 6,830 4,544 1,765 0.0323
2021-10-26 2021-09-30 13F LOWES COS COM 548661107 2,286 -3,413 -59.89 464 -58.01 0.0472
2021-07-27 2021-06-30 13F LOWES COS COM 548661107 5,699 -490 -7.92 1,105 -6.12 0.0403
2021-05-14 2021-03-31 13F LOWES COS COM 548661107 6,189 445 7.75 1,177 27.66 0.0493
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 5,744 -66 -1.14 922 -4.36 0.0422
2020-10-23 2020-09-30 13F LOWES COS COM 548661107 5,810 -64 -1.09 964 21.41 0.0508
2020-08-25 2020-06-30 13F/A-1 LOWES COS COM 548661107 5,874 -123 -2.05 794 53.88 0.0470
2020-08-11 2020-06-30 13F LOWES COS COM 548661107 0 -5,997 794 47,014.8251
2020-05-11 2020-03-31 13F LOWES COS COM 548661107 5,997 -688 -10.29 516 -35.58 0.0381
2020-02-13 2019-12-31 13F LOWES COS COM 548661107 6,685 -396 -5.59 801 2.82 0.0509
2019-10-22 2019-09-30 13F LOWES COS COM 548661107 7,081 -216 -2.96 779 5.84 0.0564
2019-07-31 2019-06-30 13F LOWES COS COM 548661107 7,297 -804 -9.92 736 -17.02 0.0547
2019-05-13 2019-03-31 13F LOWES COS COM 548661107 8,101 2,092 34.81 887 59.82 0.0728
2019-02-14 2018-12-31 13F LOWES COS COM 548661107 6,009 335 5.90 555 -14.75 0.0642
2018-11-14 2018-09-30 13F LOWES COS COM 548661107 5,674 -836 -12.84 651 4.66 0.0647
2018-08-13 2018-06-30 13F LOWES COS COM 548661107 6,510 397 6.49 622 16.04 0.0663
2018-05-14 2018-03-31 13F LOWES COS COM 548661107 6,113 -218 -3.44 536 -8.84 0.0564
2018-02-13 2017-12-31 13F LOWES COS COM 548661107 6,331 1,489 30.75 588 51.94 0.0619
2017-11-13 2017-09-30 13F LOWES COS COM 548661107 4,842 1,906 64.92 387 69.74 0.0458
2017-08-09 2017-06-30 13F LOWES COS COM 548661107 2,936 -309 -9.52 228 -14.61 0.0283
2017-05-01 2017-03-31 13F LOWES COS COM 548661107 3,245 142 4.58 267 20.81 0.0340
2017-02-14 2016-12-31 13F LOWES COS COM 548661107 3,103 3,103 221 0.0316
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 0 -2,984 -100.00 0 -100.00
2016-07-29 2016-06-30 13F LOWES COS COM 548661107 2,984 34 1.15 236 5.83 0.0661
2016-07-29 2016-03-31 13F/A-1 LOWES COS COM 548661107 2,950 0 0.00 223 -0.45 0.0721
2016-06-09 2016-03-31 13F LOWES COS COM 548661107 223 2,950
2016-03-11 2015-12-31 13F/A-1 LOWES COS COM 548661107 2,950 2,950 224 0.0903
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.