Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSevenBridge Financial Group, LLC
Latest Disclosed Ownership18,796 shares
Latest Disclosed Value $ 4,608,526
SevenBridge Financial Group, LLC reports 5.02% increase in ownership of LOW / Lowe's Companies, Inc.

On April 23, 2026 - SevenBridge Financial Group, LLC filed a 13F-HR form disclosing ownership of 18,796 shares of Lowe's Companies, Inc. (MX:LOW) valued at $4,608,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 17,897 shares of Lowe's Companies, Inc.. This represents a change in shares of 5.02% 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)
2026-04-23 2026-03-31 13F LOWES COS COM 548661107 18,796 899 5.02 4,609 -7.34 0.7204
2026-02-02 2025-12-31 13F LOWES COS COM 548661107 17,897 1,070 6.36 4,974 25.93 0.7998
2025-11-13 2025-09-30 13F LOWES COS COM 548661107 16,827 4,030 31.49 3,949 26.05 0.6511
2025-09-04 2025-06-30 13F LOWES COS COM 548661107 12,797 3,287 34.56 3,134 41.57 0.5524
2025-05-13 2025-03-31 13F LOWES COS COM 548661107 9,510 4,622 94.56 2,214 76.19 0.4356
2025-02-12 2024-12-31 13F LOWES COS COM 548661107 4,888 679 16.13 1,256 8.74 0.2377
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 4,209 -25 -0.59 1,155 13.46 0.2226
2024-08-09 2024-06-30 13F LOWES COS COM 548661107 4,234 5 0.12 1,019 3.77 0.2253
2024-05-10 2024-03-31 13F LOWES COS COM 548661107 4,229 -37 -0.87 982 3.37 0.2224
2024-01-22 2023-12-31 13F LOWES COS COM 548661107 4,266 -10 -0.23 949 6.87 0.2243
2023-10-25 2023-09-30 13F LOWES COS COM 548661107 4,276 37 0.87 889 -7.11 0.2297
2023-07-26 2023-06-30 13F LOWES COS COM 548661107 4,239 -15 -0.35 957 12.47 0.2470
2023-04-20 2023-03-31 13F LOWES COS COM 548661107 4,254 318 8.08 851 8.42 0.2345
2023-01-26 2022-12-31 13F Lowe s Companies COM 548661107 3,936 0 0.00 784 6.09 0.2293
2022-10-17 2022-09-30 13F LOWES COS COM 548661107 3,936 0 0.00 739 7.41 0.2504
2022-07-12 2022-06-30 13F Lowe s Companies Equities 548661107 3,936 0 0.00 688 -13.57 0.2782
2022-04-15 2022-03-31 13F Lowe s Companies COM 548661107 3,936 -419 -9.62 796 -29.31 0.2795
2022-01-20 2021-12-31 13F/A-1 Lowe s Companies COM 548661107 4,355 -69 -1.56 1,126 25.53 0.3404
2021-10-14 2021-09-30 13F Lowe s Companies Equities 548661107 4,424 -156 -3.41 897 1.01 0.2990
2021-07-26 2021-06-30 13F Lowe s Companies Equities 548661107 4,580 115 2.58 888 4.59 0.2895
2021-04-20 2021-03-31 13F Lowe s Companies Equities 548661107 4,465 0 0.00 849 18.41 0.3089
2021-01-19 2020-12-31 13F Lowe s Companies Equities 548661107 4,465 210 4.94 717 1.56 0.2803
2020-10-22 2020-09-30 13F Lowe s Companies Equities 548661107 4,255 0 0.00 706 22.78 0.3213
2020-07-24 2020-06-30 13F Lowe s Companies Equities 548661107 4,255 0 0.00 575 57.10 0.2856
2020-04-16 2020-03-31 13F Lowe s Companies Equities 548661107 4,255 0 0.00 366 -28.24 0.2118
2020-01-17 2019-12-31 13F Lowe s Companies Equities 548661107 4,255 -58 -1.34 510 7.59 0.1332
2019-10-09 2019-09-30 13F Lowe s Companies Equities 548661107 4,313 0 0.00 474 8.97 0.2493
2019-07-15 2019-06-30 13F Lowe s Companies Equities 548661107 4,313 0 0.00 435 -7.84 0.1558
2019-05-14 2019-03-31 13F Lowe s Companies Equities 548661107 4,313 0 0.00 472 18.59 0.1771
2019-02-14 2018-12-31 13F Lowe s Companies Equities 548661107 4,313 -115 -2.60 398 -21.65 0.2436
2018-11-14 2018-09-30 13F Lowe s Companies Equities 548661107 4,428 -444 -9.11 508 9.01 0.2700
2018-08-14 2018-06-30 13F Lowe s Companies Equities 548661107 4,872 0 0.00 466 8.88 0.2596
2018-05-11 2018-03-31 13F Lowe s Companies Equities 548661107 4,872 -11 -0.23 428 -5.73 0.2456
2018-02-16 2017-12-31 13F Lowe s Companies Equities 548661107 4,883 -909 -15.69 454 -1.94 0.2511
2017-11-13 2017-09-30 13F Lowe s Companies Equities 548661107 5,792 868 17.63 463 21.20 0.2653
2017-08-14 2017-06-30 13F Lowe's Companies Common Stock 548661107 4,924 0 0.00 382 -5.45 0.2332
2017-05-15 2017-03-31 13F Lowe's Companies CS 548661107 4,924 -541 -9.90 404 3.86 0.2654
2017-02-03 2016-12-31 13F Lowes Companies CS 548661107 5,465 0 0.00 389 0.00 0.2825
2016-12-20 2016-09-30 13F/A-1 Lowes Companies CS 548661107 5,465 -13,153 -70.65 389 -73.61 0.2834
2016-11-28 2016-09-30 13F Lowes Companies CS 548661107 5,465 389
2016-08-15 2016-06-30 13F Lowes Companies CS 548661107 18,618 18,618 1,474 1.0329
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.