Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership9,759 shares
Latest Disclosed Value $ 2,305,782
SRS Capital Advisors, Inc. reports 2.75% increase in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 9,759 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,305,782 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,498 shares of Lowe's Companies, Inc.. This represents a change in shares of 2.75% 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)
2026-05-13 2026-03-31 13F LOWES COS COM 548661107 9,759 261 2.75 2,306 0.66 0.0651
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 9,498 -5,766 -37.78 2,291 -40.30 0.0667
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 15,264 11,957 361.57 3,836 259.85 0.0551
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 3,307 -111 -3.25 1,066 33.75 0.0490
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 3,418 -50 -1.44 797 -6.78 0.0511
2025-02-05 2024-12-31 13F LOWES COS COM 548661107 3,468 135 4.05 856 -5.21 0.0539
2024-11-06 2024-09-30 13F LOWES COS COM 548661107 3,333 -34 -1.01 903 21.56 0.0806
2024-08-06 2024-06-30 13F LOWES COS COM 548661107 3,367 204 6.45 742 -7.83 0.0724
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 3,163 -11 -0.35 805 14.02 0.0850
2024-02-06 2023-12-31 13F LOWES COS COM 548661107 3,174 38 1.21 706 8.45 0.0787
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 3,136 -5 -0.16 652 -8.05 0.0812
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 3,141 -25 -0.79 709 11.85 0.0905
2023-05-16 2023-03-31 13F LOWES COS COM 548661107 3,166 -10 -0.31 633 0.16 0.0838
2023-02-24 2022-12-31 13F LOWES COS COM 548661107 3,176 6 0.19 633 6.22 0.0875
2022-11-03 2022-09-30 13F LOWES COS COM 548661107 3,170 40 1.28 595 8.78 0.0939
2022-08-22 2022-06-30 13F LOWES COS COM 548661107 3,130 146 4.89 547 -9.29 0.0828
2022-05-12 2022-03-31 13F LOWES COS COM 548661107 2,984 0 0.00 603 -21.79 0.0803
2022-02-08 2021-12-31 13F LOWES COS COM 548661107 2,984 -88 -2.86 771 23.76 0.0978
2021-11-05 2021-09-30 13F LOWES COS COM 548661107 3,072 45 1.49 623 6.13 0.0852
2021-08-02 2021-06-30 13F LOWES COS COM 548661107 3,027 -102 -3.26 587 16.93 0.0800
2021-02-03 2020-12-31 13F LOWES COS COM 548661107 3,129 10 0.32 502 -2.90 0.0743
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 3,119 -42 -1.33 517 21.08 0.0872
2020-08-06 2020-06-30 13F LOWES COS COM 548661107 3,161 2 0.06 427 56.99 0.0760
2020-05-13 2020-03-31 13F LOWES COS COM 548661107 3,159 -55 -1.71 272 -29.35 0.0627
2020-02-07 2019-12-31 13F LOWES COS COM 548661107 3,214 2 0.06 385 9.07 0.1105
2019-11-01 2019-09-30 13F LOWES COS COM 548661107 3,212 -10 -0.31 353 8.62 0.1065
2019-08-08 2019-06-30 13F LOWES COS COM 548661107 3,222 -69 -2.10 325 6.91 0.1082
2019-02-06 2018-12-31 13F LOWES COS COM 548661107 3,291 -77 -2.29 304 -21.45 0.1208
2018-11-05 2018-09-30 13F LOWES COS COM 548661107 3,368 -166 -4.70 387 14.84 0.1560
2018-08-21 2018-06-30 13F LOWES COS INC COM COM 548661107 3,534 671 23.44 337 34.26 0.1479
2018-05-14 2018-03-31 13F LOWES COS INC COM COM 548661107 2,863 1,548 117.72 251 105.74 0.1303
2018-02-15 2017-12-31 13F LOWES COS INC COM COM 548661107 1,315 106 8.77 122 27.08 0.0529
2017-11-15 2017-09-30 13F LOWES COS INC COM COM 548661107 1,209 -216 -15.16 96 -12.73 0.0461
2017-08-14 2017-06-30 13F LOWES COS INC COM COM 548661107 1,425 189 15.29 110 8.91 0.0526
2017-05-11 2017-03-31 13F LOWES COS INC COM COM 548661107 1,236 5 0.41 101 14.77 0.0486
2017-02-14 2016-12-31 13F LOWES COS INC COM COM 548661107 1,231 1,231 88 0.0440
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.