Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSound View Wealth Advisors Group, LLC
Latest Disclosed Ownership11,748 shares
Latest Disclosed Value $ 2,775,872
Sound View Wealth Advisors Group, LLC reports 7.07% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 6, 2026 - Sound View Wealth Advisors Group, LLC filed a 13F-HR form disclosing ownership of 11,748 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,775,872 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 12,642 shares of Lowe's Companies, Inc.. This represents a change in shares of -7.07% 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)
2026-05-06 2026-03-31 13F LOWES COS COM 548661107 11,748 -894 -7.07 2,776 -8.96 0.1888
2026-01-08 2025-12-31 13F LOWES COS COM 548661107 12,642 -17 -0.13 3,049 -4.18 0.2045
2025-11-10 2025-09-30 13F LOWES COS COM 548661107 12,659 -351 -2.70 3,181 10.22 0.2187
2025-08-07 2025-06-30 13F LOWES COS COM 548661107 13,010 -112 -0.85 2,887 -5.69 0.2133
2025-05-08 2025-03-31 13F LOWES COS COM 548661107 13,122 -1,129 -7.92 3,061 -12.99 0.2511
2025-02-07 2024-12-31 13F LOWES COS COM 548661107 14,251 -72 -0.50 3,517 -9.33 0.2833
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 14,323 8,046 128.18 3,879 180.48 0.3167
2024-08-05 2024-06-30 13F LOWES COS COM 548661107 6,277 33 0.53 1,384 -13.02 0.1426
2024-05-09 2024-03-31 13F LOWES COS COM 548661107 6,244 -7,190 -53.52 1,590 -46.80 0.1695
2024-02-08 2023-12-31 13F LOWES COS COM 548661107 13,434 -718 -5.07 2,990 1.63 0.3298
2023-11-07 2023-09-30 13F LOWES COS COM 548661107 14,152 7,244 104.86 2,941 88.65 0.3658
2023-08-08 2023-06-30 13F LOWES COS COM 548661107 6,908 -7,439 -51.85 1,559 -45.66 0.2044
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 14,347 913 6.80 2,869 -4.01 0.3937
2024-02-13 2022-12-31 13F/A-1 LOWES COS COM 548661107 13,434 5,391 67.03 2,990 97.95 0.3298
2023-02-08 2022-12-31 13F LOWES COS COM 548661107 8,053 10 1,604 0.3393
2022-11-08 2022-09-30 13F LOWES COS COM 548661107 8,043 -62 -0.76 1,510 6.64 0.3386
2022-08-05 2022-06-30 13F LOWES COS COM 548661107 8,105 -621 -7.12 1,416 -19.73 0.2964
2022-05-11 2022-03-31 13F LOWES COS COM 548661107 8,726 2,150 32.69 1,764 3.76 0.3354
2022-01-20 2021-12-31 13F LOWES COS COM 548661107 6,576 145 2.25 1,700 30.27 0.3213
2021-10-21 2021-09-30 13F LOWES COS COM 548661107 6,431 91 1.44 1,305 6.10 0.2725
2021-07-21 2021-06-30 13F LOWES COS COM 548661107 6,340 12 0.19 1,230 2.24 0.2585
2021-04-28 2021-03-31 13F LOWES COS COM 548661107 6,328 6 0.09 1,203 18.52 0.2801
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 6,322 -327 -4.92 1,015 -7.98 0.2480
2020-11-09 2020-09-30 13F LOWES COS COM 548661107 6,649 -179 -2.62 1,103 19.50 0.2905
2020-08-07 2020-06-30 13F LOWES COS COM 548661107 6,828 150 2.25 923 60.52 0.2599
2020-05-12 2020-03-31 13F LOWES COS COM 548661107 6,678 124 1.89 575 -26.75 0.1986
2020-01-27 2019-12-31 13F LOWES COS COM 548661107 6,554 -12,626 -65.83 785 -62.78 0.2216
2019-11-07 2019-09-30 13F LOWES COS COM 548661107 19,180 -311 -1.60 2,109 7.22 0.6286
2019-08-07 2019-06-30 13F LOWES COS COM 548661107 19,491 19,491 1,967 0.5815
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.