Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionShelton Wealth Management, Llc
Latest Disclosed Ownership1,382 shares
Latest Disclosed Value $ 326,443
Shelton Wealth Management, Llc ownership in LOW / Lowe's Companies, Inc.

On April 28, 2026 - Shelton Wealth Management, Llc filed a 13F-HR form disclosing ownership of 1,382 shares of Lowe's Companies, Inc. (MX:LOW) valued at $326,443 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,382 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% 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)
2026-04-28 2026-03-31 13F LOWES COS COM 548661107 1,382 0 0.00 326 -2.10 0.1428
2026-01-26 2025-12-31 13F LOWES COS COM 548661107 1,382 133 10.65 333 6.39 0.1428
2025-10-09 2025-09-30 13F LOWES COS COM 548661107 1,249 41 3.39 314 17.23 0.1420
2025-07-11 2025-06-30 13F LOWES COS COM 548661107 1,208 0 0.00 268 -4.98 0.1291
2025-04-21 2025-03-31 13F LOWES COS COM 548661107 1,208 0 0.00 282 -5.70 0.1531
2025-01-15 2024-12-31 13F LOWES COS COM 548661107 1,208 0 0.00 298 -8.87 0.1541
2024-10-21 2024-09-30 13F LOWES COS COM 548661107 1,208 -100 -7.65 327 13.54 0.1776
2024-07-23 2024-06-30 13F LOWES COS COM 548661107 1,308 -195 -12.97 288 -24.80 0.1634
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 1,503 -28 -1.83 383 12.65 0.2408
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 1,531 186 13.83 341 21.86 0.2418
2023-11-01 2023-09-30 13F LOWES COS COM 548661107 1,345 -1 -0.07 280 -7.92 0.2236
2023-08-01 2023-06-30 13F LOWES COS COM 548661107 1,346 26 1.97 304 15.21 0.2354
2023-05-08 2023-03-31 13F LOWES COS COM 548661107 1,320 1,320 264 0.2141
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.