Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSFE Investment Counsel
Latest Disclosed Ownership54,553 shares
Latest Disclosed Value $ 12,889,726
SFE Investment Counsel reports 0.74% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 1, 2026 - SFE Investment Counsel filed a 13F-HR form disclosing ownership of 54,553 shares of Lowe's Companies, Inc. (MX:LOW) valued at $12,889,726 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 54,958 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.74% 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)
2026-05-01 2026-03-31 13F LOWES COS COM 548661107 54,553 -405 -0.74 12,890 -2.75 2.0308
2026-02-05 2025-12-31 13F LOWES COS COM 548661107 54,958 1,121 2.08 13,254 -2.04 2.0301
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 53,837 235 0.44 13,530 13.77 2.1603
2025-08-07 2025-06-30 13F LOWES COS COM 548661107 53,602 784 1.48 11,893 -3.46 2.0940
2025-05-06 2025-03-31 13F LOWES COS COM 548661107 52,818 3,620 7.36 12,319 1.45 2.4612
2025-01-30 2024-12-31 13F LOWES COS COM 548661107 49,198 180 0.37 12,142 -8.54 2.5784
2024-10-25 2024-09-30 13F LOWES COS COM 548661107 49,018 507 1.05 13,277 24.14 2.7656
2024-08-05 2024-06-30 13F LOWES COS COM 548661107 48,511 1,243 2.63 10,695 -11.18 2.3721
2024-05-06 2024-03-31 13F LOWES COS COM 548661107 47,268 5,225 12.43 12,041 28.69 2.7281
2024-01-31 2023-12-31 13F LOWES COS COM 548661107 42,043 -92 -0.22 9,357 6.84 2.4357
2023-10-25 2023-09-30 13F LOWES COS COM 548661107 42,135 475 1.14 8,757 -6.86 2.5479
2023-07-24 2023-06-30 13F LOWES COS COM 548661107 41,660 253 0.61 9,403 10.25 2.6600
2023-05-09 2023-03-31 13F LOWES COS COM 548661107 41,407 170 0.41 8,529 2.32 2.6365
2023-02-10 2022-12-31 13F LOWES COS COM 548661107 41,237 -465 -1.12 8,335 6.42 2.5927
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 41,702 -950 -2.23 7,832 5.13 2.4674
2022-08-10 2022-06-30 13F LOWES COS COM 548661107 42,652 390 0.92 7,450 -12.81 2.2214
2022-05-06 2022-03-31 13F LOWES COS COM 548661107 42,262 -1,078 -2.49 8,545 -23.73 2.1627
2022-02-07 2021-12-31 13F LOWES COS COM 548661107 43,340 -151 -0.35 11,203 26.97 2.8776
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 43,491 -1,608 -3.57 8,823 0.86 2.4717
2021-08-10 2021-06-30 13F LOWES COS COM 548661107 45,099 -1,330 -2.86 8,748 -0.93 2.4059
2021-04-30 2021-03-31 13F LOWES COS COM 548661107 46,429 -160 -0.34 8,830 18.08 2.5696
2021-02-04 2020-12-31 13F LOWES COS COM 548661107 46,589 -1,115 -2.34 7,478 -5.49 2.3757
2020-11-09 2020-09-30 13F LOWES COS COM 548661107 47,704 -5,187 -9.81 7,912 10.70 3.1533
2020-08-05 2020-06-30 13F LOWES COS COM 548661107 52,891 -985 -1.83 7,147 54.16 3.1620
2020-05-04 2020-03-31 13F LOWES COS COM 548661107 53,876 -2,675 -4.73 4,636 -31.55 2.5465
2020-01-17 2019-12-31 13F LOWES COS COM 548661107 56,551 -1,443 -2.49 6,773 6.21 2.7700
2019-10-31 2019-09-30 13F LOWES COS COM 548661107 57,994 -1,349 -2.27 6,377 6.50 2.6957
2019-07-26 2019-06-30 13F LOWES COS COM 548661107 59,343 -1,749 -2.86 5,988 -10.47 2.5637
2019-05-08 2019-03-31 13F LOWES COS COM 548661107 61,092 -3,802 -5.86 6,688 11.58 3.0135
2019-02-07 2018-12-31 13F LOWES COS COM 548661107 64,894 -2,319 -3.45 5,994 -22.33 3.0669
2018-10-31 2018-09-30 13F LOWES COS COM 548661107 67,213 -3,558 -5.03 7,717 14.09 2.9727
2018-07-30 2018-06-30 13F LOWES COS COM 548661107 70,771 1,746 2.53 6,764 11.67 2.8000
2018-05-01 2018-03-31 13F LOWES COS COM 548661107 69,025 -1,880 -2.65 6,057 -8.09 3.1414
2018-02-06 2017-12-31 13F LOWES COS COM 548661107 70,905 2,635 3.86 6,590 20.74 2.6610
2017-11-01 2017-09-30 13F LOWES COS COM 548661107 68,270 265 0.39 5,458 3.53 2.2949
2017-08-03 2017-06-30 13F LOWES COS COM 548661107 68,005 -12,628 -15.66 5,272 -20.47 2.1409
2017-04-19 2017-03-31 13F LOWES COS COM 548661107 80,633 1,250 1.57 6,629 12.85 2.4322
2017-02-10 2016-12-31 13F LOWES COS COM 548661107 79,383 18,335 30.03 5,874 21.54 2.2667
2016-11-07 2016-09-30 13F LOWES COS COM 548661107 61,048 0 0.00 4,833 0.00 2.3197
2016-08-02 2016-06-30 13F LOWES COS COM 548661107 61,048 -900 -1.45 4,833 2.98 2.2481
2016-05-09 2016-03-31 13F LOWES COS COM 548661107 61,948 -5,355 -7.96 4,693 -8.30 2.1676
2016-02-09 2015-12-31 13F LOWES COS COM 548661107 67,303 -3,265 -4.63 5,118 5.22 2.4309
2015-11-16 2015-09-30 13F/A-1 LOWES COS COM 548661107 70,568 -2,187 -3.01 4,864 -0.16 2.3207
2015-11-10 2015-09-30 13F LOWES COS COM 548661107 52,618 1,247
2015-08-11 2015-06-30 13F LOWES COS COM 548661107 72,755 -3,460 -4.54 4,872 -14.07 1.9842
2015-05-08 2015-03-31 13F LOWES COS COM 548661107 76,215 76,215 0.00 5,670 2.2932
2015-02-03 2014-12-31 13F LOWES COS COM 548661107 0 -92,585 -100.00 0 -100.00
2014-11-06 2014-09-30 13F LOWES COS COM 548661107 92,585 -4,135 -4.28 4,900 5.56 2.1207
2014-08-14 2014-06-30 13F LOWES COS COM 548661107 96,720 -40 -0.04 4,642 -1.90 1.8947
2014-05-08 2014-03-31 13F LOWES COS COM 548661107 96,760 -2,279 -2.30 4,732 -3.57 2.0518
2014-02-03 2013-12-31 13F LOWES COS COM 548661107 99,039 -3,430 -3.35 4,907 0.57 2.1356
2013-10-28 2013-09-30 13F LOWES COS COM 548661107 102,469 -7,670 -6.96 4,879 8.30 2.3623
2013-08-13 2013-06-30 13F LOWES COS COM 548661107 110,139 110,139 4,505 2.3248
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.