Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionShulman DeMeo Asset Management LLC
Latest Disclosed Ownership1,667 shares
Latest Disclosed Value $ 393,960
Shulman DeMeo Asset Management LLC reports 1.30% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 9, 2026 - Shulman DeMeo Asset Management LLC filed a 13F-HR form disclosing ownership of 1,667 shares of Lowe's Companies, Inc. (MX:LOW) valued at $393,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,689 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.30% 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)
2026-04-09 2026-03-31 13F LOWES COS COM 548661107 1,667 -22 -1.30 394 -3.44 0.0837
2026-01-14 2025-12-31 13F LOWES COS COM 548661107 1,689 -2 -0.12 407 -4.01 0.0924
2025-10-17 2025-09-30 13F LOWES COS COM 548661107 1,691 -9 -0.53 425 12.47 0.0977
2025-07-15 2025-06-30 13F LOWES COS COM 548661107 1,700 -81 -4.55 377 -9.16 0.0934
2025-04-09 2025-03-31 13F LOWES COS COM 548661107 1,781 2 0.11 415 -5.47 0.1167
2025-01-15 2024-12-31 13F LOWES COS COM 548661107 1,779 -387 -17.87 439 -25.09 0.1185
2024-10-15 2024-09-30 13F LOWES COS COM 548661107 2,166 169 8.46 587 33.18 0.1439
2024-07-17 2024-06-30 13F LOWES COS COM 548661107 1,997 57 2.94 440 -10.93 0.1150
2024-04-16 2024-03-31 13F LOWES COS COM 548661107 1,940 216 12.53 494 28.98 0.1309
2024-01-11 2023-12-31 13F LOWES COS COM 548661107 1,724 71 4.30 384 11.66 0.1088
2023-10-19 2023-09-30 13F LOWES COS COM 548661107 1,653 -27 -1.61 344 -9.50 0.1147
2023-07-27 2023-06-30 13F LOWES COS COM 548661107 1,680 23 1.39 379 14.50 0.1134
2023-04-14 2023-03-31 13F LOWES COS COM 548661107 1,657 -5 -0.30 331 0.00 0.1041
2023-01-24 2022-12-31 13F LOWES COS COM 548661107 1,662 -12 -0.72 331 5.41 0.1101
2022-10-18 2022-09-30 13F LOWES COS COM 548661107 1,674 -18 -1.06 314 6.08 0.1115
2022-07-22 2022-06-30 13F LOWES COS COM 548661107 1,692 16 0.95 296 -12.68 0.0979
2022-04-27 2022-03-31 13F LOWES COS COM 548661107 1,676 139 9.04 339 -14.61 0.0939
2022-01-28 2021-12-31 13F LOWES COS COM 548661107 1,537 160 11.62 397 42.29 0.1035
2021-10-26 2021-09-30 13F LOWES COS COM 548661107 1,377 1,377 279 0.2421
2021-07-21 2021-06-30 13F LOWES COS COM 548661107 0 -1,306 -100.00 0 -100.00
2021-04-26 2021-03-31 13F LOWES COS COM 548661107 1,306 1,306 248 0.0676
2020-11-02 2020-09-30 13F LOWES COS COM 548661107 0 -5,716 -100.00 0 -100.00
2020-07-21 2020-06-30 13F LOWES COS COM 548661107 5,716 233 4.25 772 63.56 0.2986
2020-04-10 2020-03-31 13F LOWES COS COM 548661107 5,483 108 2.01 472 -26.71 0.2197
2020-01-15 2019-12-31 13F LOWES COS COM 548661107 5,375 39 0.73 644 9.71 0.2234
2019-10-30 2019-09-30 13F LOWES COS COM 548661107 5,336 722 15.65 587 25.97 0.1968
2019-07-18 2019-06-30 13F LOWES COS COM 548661107 4,614 537 13.17 466 4.48 0.1717
2019-05-01 2019-03-31 13F LOWES COS COM 548661107 4,077 4,077 446 0.1698
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.