Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionStrategic Wealth Partners, Ltd.
Latest Disclosed Ownership2,585 shares
Latest Disclosed Value $ 610,681
Strategic Wealth Partners, Ltd. reports 5.10% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - Strategic Wealth Partners, Ltd. filed a 13F-HR form disclosing ownership of 2,585 shares of Lowe's Companies, Inc. (MX:LOW) valued at $610,681 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 12, 2026 disclosing 2,724 shares of Lowe's Companies, Inc.. This represents a change in shares of -5.10% 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)
2026-05-12 2026-03-31 13F LOWES COS INC COM Stock 548661107 2,585 -139 -5.10 611 -7.01 0.0423
2026-05-12 2025-12-31 13F LOWES COS INC COM Stock 548661107 2,724 -37 -1.34 657 -5.34 0.0450
2025-11-14 2025-09-30 13F LOWES COS INC COM Stock 548661107 2,761 182 7.06 694 21.15 0.0518
2025-08-11 2025-06-30 13F LOWES COS INC COM Stock 548661107 2,579 45 1.78 572 -10.62 0.0450
2025-02-14 2024-12-31 13F LOWES COS INC COM Stock 548661107 2,534 -1,002 -28.34 640 -33.12 0.0530
2024-10-08 2024-09-30 13F LOWES COS COM 548661107 3,536 145 4.28 958 28.11 0.0921
2024-10-08 2024-06-30 13F LOWES COS COM 548661107 3,391 71 2.14 748 -11.60 0.0781
2024-05-20 2024-03-31 13F LOWES COS COM 548661107 3,320 -423 -11.30 846 1.44 0.0928
2024-05-20 2023-12-31 13F LOWES COS COM 548661107 3,743 741 24.68 833 33.71 0.1027
2024-05-20 2023-09-30 13F LOWES COS COM 548661107 3,002 -65 -2.12 624 -9.97 0.0822
2024-05-20 2023-06-30 13F LOWES COS COM 548661107 3,067 -60 -1.92 692 10.72 0.0896
2023-04-24 2023-03-31 13F LOWES COS COM 548661107 3,127 -54 -1.70 625 -1.26 0.0959
2023-04-24 2022-12-31 13F LOWES COS COM 548661107 3,181 256 8.75 634 15.30 0.1177
2023-04-24 2022-09-30 13F LOWES COS COM 548661107 2,925 758 34.98 549 44.85 0.1166
2022-08-22 2022-06-30 13F LOWES COS COM 548661107 2,167 -34 -1.54 379 -14.83 0.0818
2022-05-19 2022-03-31 13F LOWES COS COM 548661107 2,201 -89 -3.89 445 -24.83 0.0869
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 2,290 29 1.28 592 28.98 0.1122
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 2,261 585 34.90 459 41.23 0.1348
2021-08-25 2021-06-30 13F LOWE'S COMPANIES INC COM COM 548661107 1,676 0 0.00 325 1.88 0.1060
2021-05-24 2021-03-31 13F LOWE'S COMPANIES INC COM COM 548661107 1,676 0 0.00 319 18.59 0.1273
2021-02-18 2020-12-31 13F LOWE'S COMPANIES INC COM COM 548661107 1,676 0 0.00 269 -3.24 0.1128
2020-11-10 2020-09-30 13F LOWE'S COMPANIES INC COM COM 548661107 1,676 -497 -22.87 278 -5.44 0.1405
2020-08-11 2020-06-30 13F LOWE'S COMPANIES INC COM COM 548661107 2,173 -2,897 -57.14 294 -51.57 0.1519
2020-05-07 2020-03-31 13F LOWE'S COMPANIES INC COM COM 548661107 5,070 0 0.00 607 0.00 0.3162
2020-01-30 2019-12-31 13F LOWE'S COMPANIES INC COM COM 548661107 5,070 -2,038 -28.67 607 205.03 0.3158
2019-10-28 2019-09-30 13F LOWES COS COM 548661107 7,108 -8,319 -53.92 200 -87.24 1.0261
2019-08-06 2019-06-30 13F LOWES COS COM 548661107 15,427 -941 -5.75 1,560 -12.51 0.7530
2019-05-14 2019-03-31 13F LOWES COS COM 548661107 16,368 2,024 14.11 1,783 25.39 0.8185
2019-01-23 2018-12-31 13F LOWE'S COMPANIES INC COM COM 548661107 14,344 -568 -3.81 1,422 -16.94 0.7175
2018-12-06 2018-09-30 13F LOWES COS INC COM COM 548661107 14,912 666 4.67 1,712 25.79 0.9128
2018-09-04 2018-06-30 13F LOWES COS INC COM COM 548661107 14,246 -3,502 -19.73 1,361 -12.59 0.7884
2018-07-13 2018-03-31 13F LOWES COS INC COM COM 548661107 17,748 6,946 64.30 1,557 84.48 0.8030
2018-04-16 2017-12-31 13F LOWES COS INC COM COM 548661107 10,802 10,802 844 0.4684
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.