Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionShelton Capital Management
Latest Disclosed Ownership4,861 shares
Latest Disclosed Value $ 1,148,459
Shelton Capital Management reports 5.03% increase in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 4,861 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,148,459 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,628 shares of Lowe's Companies, Inc.. This represents a change in shares of 5.03% 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)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 4,861 233 5.03 1,148 2.87 0.0251
2026-02-17 2025-12-31 13F LOWES COS COM 548661107 4,628 400 9.46 1,116 5.08 0.0220
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 4,228 -10,067 -70.42 1,063 -66.51 0.0228
2025-08-13 2025-06-30 13F LOWES COS COM 548661107 14,295 -75 -0.52 3,172 -5.37 0.0730
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 14,370 -44 -0.31 3,352 -5.79 0.0798
2025-02-13 2024-12-31 13F LOWES COS COM 548661107 14,414 940 6.98 3,557 -2.52 0.0885
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 13,474 -136 -1.00 3,649 21.63 0.0937
2024-08-13 2024-06-30 13F LOWES COS COM 548661107 13,610 -9,600 -41.36 3,000 -49.26 0.0815
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 23,210 -10,000 -30.11 5,912 -20.00 0.1679
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 33,210 1,785 5.68 7,391 13.15 0.2340
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 31,425 2,100 7.16 6,531 -1.31 0.2393
2023-08-10 2023-06-30 13F LOWES COS COM 548661107 29,325 11,600 65.44 6,619 86.74 0.2376
2023-05-11 2023-03-31 13F LOWES COS COM 548661107 17,725 8,725 96.94 3,544 97.66 0.1476
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 9,000 4,827 115.67 1,793 128.70 0.1878
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 4,173 -15,807 -79.11 784 -77.54 0.0373
2022-08-11 2022-06-30 13F LOWES COS COM 548661107 19,980 0 0.00 3,490 -13.61 0.1570
2022-05-12 2022-03-31 13F LOWES COS COM 548661107 19,980 -206 -1.02 4,040 -22.58 0.1492
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 20,186 -61 -0.30 5,218 27.05 0.1847
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 20,247 15,537 329.87 4,107 349.34 0.1605
2021-08-12 2021-06-30 13F LOWES COS COM 548661107 4,710 0 0.00 914 2.01 0.0345
2021-05-14 2021-03-31 13F LOWES COS COM 548661107 4,710 -280 -5.61 896 11.86 0.0312
2021-02-16 2020-12-31 13F LOWES COS COM 548661107 4,990 -21,755 -81.34 801 -81.94 0.0360
2020-11-09 2020-09-30 13F LOWES COS COM 548661107 26,745 21,473 407.30 4,436 523.03 0.1836
2020-08-12 2020-06-30 13F LOWES COS COM 548661107 5,272 -178 -3.27 712 51.81 0.0392
2020-05-13 2020-03-31 13F LOWES COS COM 548661107 5,450 -300 -5.22 469 -31.93 0.0340
2020-02-11 2019-12-31 13F LOWES COS COM 548661107 5,750 -23,061 -80.04 689 -78.25 0.0381
2019-11-13 2019-09-30 13F LOWES COS COM 548661107 28,811 -10,500 -26.71 3,168 -20.14 0.1870
2019-08-14 2019-06-30 13F LOWES COS COM 548661107 39,311 28,092 250.40 3,967 -96.13 0.2286
2019-05-10 2019-03-31 13F LOWES COS COM 548661107 11,219 -61,669 -84.61 102,488 1,422.40 0.4042
2019-01-31 2018-12-31 13F LOWES COS COM 548661107 72,888 3,700 5.35 6,732 -15.26 0.4579
2018-11-14 2018-09-30 13F LOWES COS COM 548661107 69,188 1,206 1.77 7,944 22.27 0.4531
2018-08-10 2018-06-30 13F LOWES COS COM 548661107 67,982 -2,350 -3.34 6,497 5.27 0.4041
2018-05-15 2018-03-31 13F LOWES COS COM 548661107 70,332 -8,400 -10.67 6,172 -15.65 0.4049
2018-02-06 2017-12-31 13F LOWES COS COM 548661107 78,732 10,000 14.55 7,317 33.18 0.4699
2017-11-28 2017-09-30 13F/A-1 LOWES COS COM 548661107 68,732 26,600 63.13 5,494 68.22 0.3708
2017-11-14 2017-09-30 13F LOWES COS COM 548661107 68,732 26,600 5,494
2017-08-14 2017-06-30 13F LOWES COS COM 548661107 42,132 34,806 475.10 3,266 442.52 0.2308
2017-11-28 2017-03-31 13F/A-1 LOWES COS COM 548661107 7,326 -1,468 -16.69 602 -3.68 0.0417
2017-11-28 2016-12-31 13F/A-2 LOWES COS COM 548661107 8,794 -600 -6.39 625 -7.82 0.0476
2017-12-06 2016-09-30 13F/A-2 LOWES COS COM 548661107 9,394 -331 -3.40 678 -11.95 0.0566
2017-12-04 2016-09-30 13F/A-1 LOWES COS COM 548661107 8,794 -600 625 0.0398
2016-08-01 2016-06-30 13F LOWES COS COM 548661107 9,725 -575 -5.58 770 -1.28 0.0678
2016-05-13 2016-03-31 13F LOWES COS COM 548661107 10,300 2,800 37.33 780 36.84 0.0706
2016-02-01 2015-12-31 13F LOWES COS COM 548661107 7,500 200 2.74 570 13.32 0.0551
2015-11-02 2015-09-30 13F LOWES COS COM 548661107 7,300 0 0.00 503 2.86 0.0554
2015-08-11 2015-06-30 13F LOWES COS COM 548661107 7,300 -1,092 -13.01 489 -21.63 0.0506
2015-05-12 2015-03-31 13F LOWES COS COM 548661107 8,392 0 0.00 624 8.15 0.0674
2015-02-10 2014-12-31 13F LOWES COS COM 548661107 8,392 0 0.00 577 29.95 0.0672
2014-10-15 2014-09-30 13F LOWES COS COM 548661107 8,392 0 0.00 444 10.17 0.0597
2014-07-25 2014-06-30 13F LOWES COS COM 548661107 8,392 0 0.00 403 -1.71 0.0563
2014-04-14 2014-03-31 13F LOWES COS COM 548661107 8,392 0 0.00 410 -1.44 0.0601
2014-01-22 2013-12-31 13F LOWES COS COM 548661107 8,392 -2,200 -20.77 416 -17.46 0.0629
2013-10-16 2013-09-30 13F LOWES COS COM 548661107 10,592 -1,200 -10.18 504 4.56 0.0843
2013-07-10 2013-06-30 13F LOWES COS COM 548661107 11,792 11,792 482 0.0879
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.