Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionStony Point Wealth Management Inc.
Latest Disclosed Ownership1,900 shares
Latest Disclosed Value $ 448,994
Stony Point Wealth Management Inc. reports 0.52% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 1, 2026 - Stony Point Wealth Management Inc. filed a 13F-HR form disclosing ownership of 1,900 shares of Lowe's Companies, Inc. (MX:LOW) valued at $448,994 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,910 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.52% 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)
2026-05-01 2026-03-31 13F LOWES COS COM 548661107 1,900 -10 -0.52 449 -2.61 0.1784
2026-02-17 2025-12-31 13F LOWES COS COM 548661107 1,910 24 1.27 461 -2.95 0.1723
2025-10-10 2025-09-30 13F LOWES COS COM 548661107 1,886 37 2.00 474 15.61 0.1915
2025-07-09 2025-06-30 13F LOWES COS COM 548661107 1,849 13 0.71 410 -4.21 0.1744
2025-04-11 2025-03-31 13F LOWES COS COM 548661107 1,836 -7 -0.38 428 -5.73 0.1823
2025-01-21 2024-12-31 13F LOWES COS COM 548661107 1,843 -155 -7.76 455 -16.08 0.1802
2024-10-04 2024-09-30 13F LOWES COS COM 548661107 1,998 24 1.22 541 24.37 0.2279
2024-07-12 2024-06-30 13F LOWES COS COM 548661107 1,974 13 0.66 435 -12.83 0.1888
2024-04-18 2024-03-31 13F LOWES COS COM 548661107 1,961 0 0.00 499 14.45 0.2171
2024-01-10 2023-12-31 13F LOWES COS COM 548661107 1,961 -9 -0.46 436 10.38 0.2020
2023-10-13 2023-09-30 13F LOWES COS COM 548661107 1,970 9 0.46 395 -10.63 0.2057
2023-07-20 2023-06-30 13F LOWES COS COM 548661107 1,961 0 0.00 443 12.76 0.2205
2023-04-11 2023-03-31 13F LOWES COS COM 548661107 1,961 0 0.00 392 0.51 0.2035
2023-01-31 2022-12-31 13F LOWES COS COM 548661107 1,961 0 0.00 391 5.98 0.2159
2022-10-07 2022-09-30 13F LOWES COS COM 548661107 1,961 0 0.00 368 7.60 0.2727
2022-08-03 2022-06-30 13F LOWES COS COM 548661107 1,961 0 0.00 342 -13.64 0.2233
2022-04-14 2022-03-31 13F LOWES COS COM 548661107 1,961 0 0.00 396 -21.89 0.2088
2022-02-02 2021-12-31 13F LOWES COS COM 548661107 1,961 0 0.00 507 27.39 0.2685
2021-10-14 2021-09-30 13F LOWES COS COM 548661107 1,961 -34 -1.70 398 2.84 0.2393
2021-07-29 2021-06-30 13F LOWES COS COM 548661107 1,995 -4 -0.20 387 1.84 0.2509
2021-04-27 2021-03-31 13F LOWES COS COM 548661107 1,999 32 1.63 380 20.25 0.2684
2021-01-19 2020-12-31 13F LOWES COS COM 548661107 1,967 7 0.36 316 -2.77 0.2296
2020-11-10 2020-09-30 13F LOWES COS COM 548661107 1,960 0 0.00 325 22.64 0.2571
2020-08-12 2020-06-30 13F LOWES COS COM 548661107 1,960 1,960 265 0.2243
2020-04-09 2020-03-31 13F LOWES COS COM 548661107 0 -1,800 -100.00 0 -100.00
2020-01-13 2019-12-31 13F LOWES COS COM 548661107 1,800 1,800 216 0.1869
2019-07-23 2019-06-30 13F LOWES COS COM 548661107 0 -1,848 -100.00 0 -100.00
2019-04-22 2019-03-31 13F LOWES COS COM 548661107 1,848 1,848 202 0.1755
2019-01-14 2018-12-31 13F LOWES COS COM 548661107 0 -1,800 -100.00 0 -100.00
2018-10-19 2018-09-30 13F LOWES COS COM 548661107 1,800 1,800 207 0.1621
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.