Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionStonebridge Capital Advisors LLC
Latest Disclosed Ownership1,015 shares
Latest Disclosed Value $ 239,935
Stonebridge Capital Advisors LLC reports 6.06% increase in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Stonebridge Capital Advisors LLC filed a 13F-HR form disclosing ownership of 1,015 shares of Lowe's Companies, Inc. (MX:LOW) valued at $239,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 957 shares of Lowe's Companies, Inc.. This represents a change in shares of 6.06% 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)
2026-05-14 2026-03-31 13F LOWES COS INC COM Stock 548661107 1,015 58 6.06 240 3.91 0.0168
2026-02-12 2025-12-31 13F LOWES COS INC COM Stock 548661107 957 -257 -21.17 231 -24.59 0.0160
2025-11-12 2025-09-30 13F LOWES COS INC COM Stock 548661107 1,214 11 0.91 305 14.23 0.0218
2025-08-15 2025-06-30 13F LOWES COS INC COM Stock 548661107 1,203 -9 -0.74 267 -5.32 0.0203
2025-05-14 2025-03-31 13F LOWES COS INC COM Stock 548661107 1,212 -96 -7.34 283 -12.42 0.0230
2025-02-14 2024-12-31 13F LOWES COS INC COM Stock 548661107 1,308 -211 -13.89 323 -21.65 0.0259
2024-11-14 2024-09-30 13F LOWES COS INC COM Stock 548661107 1,519 97 6.82 412 31.31 0.0336
2024-08-14 2024-06-30 13F LOWES COS INC COM Stock 548661107 1,422 12 0.85 314 -12.81 0.0276
2024-05-14 2024-03-31 13F LOWES COS INC COM Stock 548661107 1,410 221 18.59 359 35.98 0.0323
2024-02-14 2023-12-31 13F LOWES COS INC COM Stock 548661107 1,189 -126 -9.58 265 -3.30 0.0266
2023-11-15 2023-09-30 13F LOWES COS INC COM Stock 548661107 1,315 -74 -5.33 273 -12.78 0.0301
2023-08-23 2023-06-30 13F LOWES COS INC COM Stock 548661107 1,389 -14 -1.00 313 11.79 0.0333
2023-05-12 2023-03-31 13F LOWES COS INC COM Stock 548661107 1,403 -119 -7.82 281 -7.59 0.0320
2023-02-14 2022-12-31 13F LOWES COS INC COM Stock 548661107 1,522 1,030 209.35 303 229.35 0.0359
2022-11-14 2022-09-30 13F LOWES COS INC COM Stock 548661107 492 -14 -2.77 92 4.55 0.0118
2022-08-12 2022-06-30 13F LOWES COS INC COM Stock 548661107 506 0 0.00 88 -13.73 0.0107
2022-05-13 2022-03-31 13F/A-1 LOWES COS INC COM Stock 548661107 506 -1,013 -66.69 102 -74.05 0.0110
2022-05-12 2022-03-31 13F LOWES COS INC COM Stock 548661107 1,519 0 393 0.0434
2022-02-14 2021-12-31 13F LOWES COS INC COM Stock 548661107 1,519 64 4.40 393 33.22 0.0434
2021-11-15 2021-09-30 13F LOWES COS INC COM Stock 548661107 1,455 1 0.07 295 4.61 0.0359
2021-08-20 2021-06-30 13F/A-1 LOWES COS INC COM Stock 548661107 1,454 0 0.00 282 2.17 0.0341
2021-08-16 2021-06-30 13F LOWES COS INC COM Stock 548661107 1,454 0 276 0.0365
2021-05-14 2021-03-31 13F LOWES COS INC COM Stock 548661107 1,454 1 0.07 276 18.45 0.0365
2021-03-05 2020-12-31 13F LOWES COS INC COM Stock 548661107 1,453 0 0.00 233 -3.32 0.0353
2020-11-18 2020-09-30 13F LOWES COS INC COM Stock 548661107 1,453 -75 -4.91 241 16.99 0.0432
2020-08-13 2020-06-30 13F LOWES COS INC COM Stock 548661107 1,528 -204 -11.78 206 38.26 0.0382
2020-05-15 2020-03-31 13F LOWES COS INC COM Stock 548661107 1,732 888 105.21 149 47.52 0.0315
2020-02-14 2019-12-31 13F LOWES COS INC COM Stock 548661107 844 -27 -3.10 101 5.21 0.0165
2019-11-12 2019-09-30 13F LOWES COS INC COM Stock 548661107 871 33 3.94 96 12.94 0.0166
2019-08-15 2019-06-30 13F LOWES COS INC COM Stock 548661107 838 838 85 0.0151
2018-02-15 2017-12-31 13F Lowe's Cos COM 548661107 0 -3,785 -100.00 0 -100.00
2017-11-15 2017-09-30 13F Lowe's Cos COM 548661107 3,785 -999 -20.88 303 -18.33 0.0745
2017-08-15 2017-06-30 13F Lowe's Cos COM 548661107 4,784 -1,200 -20.05 371 -24.59 0.0974
2017-05-25 2017-03-31 13F Lowe's Cos COM 548661107 5,984 5,984 492 0.1339
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.