Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership5,879 shares
Latest Disclosed Value $ 1,389,129
Sunbelt Securities, Inc. reports 2.26% increase in ownership of LOW / Lowe's Companies, Inc.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 5,879 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,389,129 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 5,749 shares of Lowe's Companies, Inc.. This represents a change in shares of 2.26% 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)
2026-05-16 2026-03-31 13F LOWES COS INC COM Stock 548661107 5,879 130 2.26 1,389 0.22 0.0877
2026-02-20 2025-12-31 13F LOWES COS INC COM Stock 548661107 5,749 -54 -0.93 1,386 -4.94 0.0925
2025-11-19 2025-09-30 13F LOWES COS INC COM Stock 548661107 5,803 -1,239 -17.59 1,458 -16.06 0.1007
2025-08-14 2025-06-30 13F LOWES COS INC COM Stock 548661107 7,042 267 3.94 1,738 9.94 0.1534
2025-04-24 2025-03-31 13F LOWES COS INC COM Stock 548661107 6,775 -267 -3.79 1,580 -9.04 0.1411
2025-02-18 2024-12-31 13F LOWES COS INC COM Stock 548661107 7,042 100 1.44 1,737 -7.61 0.1531
2024-11-18 2024-09-30 13F LOWES COS INC COM Stock 548661107 6,942 -10 -0.14 1,880 22.72 0.1844
2024-08-16 2024-06-30 13F LOWES COS INC COM Stock 548661107 6,952 191 2.83 1,533 -11.03 0.1568
2024-04-15 2024-03-31 13F LOWES COS INC COM Stock 548661107 6,761 28 0.42 1,722 14.95 0.1921
2024-02-15 2023-12-31 13F LOWES COS INC COM Stock 548661107 6,733 106 1.60 1,498 8.79 0.1887
2023-12-11 2023-09-30 13F LOWES COS INC COM Stock 548661107 6,627 -88 -1.31 1,377 -9.11 0.1906
2023-08-16 2023-06-30 13F LOWES COS INC COM Stock 548661107 6,715 29 0.43 1,516 17.62 0.2180
2023-05-17 2023-03-31 13F LOWES COS INC COM Stock 548661107 6,686 -834 -11.09 1,288 -14.02 0.2072
2023-02-08 2022-12-31 13F LOWES COS COM 548661107 7,520 -81 -1.07 1,498 4.98 0.2928
2022-11-21 2022-09-30 13F LOWES COS COM 548661107 7,601 99 1.32 1,427 8.93 0.3017
2022-10-03 2022-06-30 13F LOWES COS COM 548661107 7,502 139 1.89 1,310 -15.05 0.2771
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 7,363 -173 -2.30 1,542 -11.73 0.2823
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 7,536 -205 -2.65 1,747 15.09 0.2838
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 7,741 0 0.00 1,518 0.00 0.2729
2021-07-29 2021-06-30 13F LOWES COS COM 548661107 7,741 316 4.26 1,518 7.51 0.2732
2021-05-27 2021-03-31 13F LOWES COS COM 548661107 7,425 -472 -5.98 1,412 11.36 0.2781
2021-02-09 2020-12-31 13F LOWES COS COM 548661107 7,897 -702 -8.16 1,268 -12.67 0.2621
2020-11-17 2020-09-30 13F LOWES COS COM 548661107 8,599 2,040 31.10 1,452 63.88 0.4037
2020-08-14 2020-06-30 13F LOWES COS COM 548661107 6,559 -126,642 -95.08 886 -93.84 0.3044
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 133,201 111,205 505.57 14,381 502.72 0.6163
2020-02-26 2019-12-31 13F/A-1 LOWES COS COM 548661107 21,996 2,374 12.10 2,386 10.57 0.2512
2020-02-14 2019-12-31 13F LOWES COS COM 548661107 21,996 2,374 596 235.2779
2019-11-15 2019-09-30 13F LOWES COS COM 548661107 19,622 15,332 357.39 2,158 398.38 0.2420
2019-08-01 2019-06-30 13F LOWES COS COM 548661107 4,290 82 1.95 433 -6.07 0.1883
2019-05-15 2019-03-31 13F LOWES COS COM 548661107 4,208 81 1.96 461 21.00 0.2305
2019-02-14 2018-12-31 13F/A-1 LOWES COS COM 548661107 4,127 332 8.75 381 -12.61 0.2220
2019-02-11 2018-12-31 13F LOWES COS COM 548661107 3,795 0 436 0.2334
2018-11-14 2018-09-30 13F LOWES COS COM 548661107 3,795 -15 -0.39 436 19.78 0.2334
2018-08-08 2018-06-30 13F LOWES COS COM 548661107 3,810 108 2.92 364 12.00 0.2178
2018-05-09 2018-03-31 13F LOWES COS COM 548661107 3,702 3,702 325 0.2973
2018-02-06 2017-12-31 13F LOWES COS COM 548661107 0 -3,696 -100.00 0 -100.00
2017-11-03 2017-09-30 13F LOWES COS COM 548661107 3,696 3,696 295 0.3101
2017-05-05 2017-03-31 13F LOWES COS COM 548661107 0 -72 -100.00 0 -100.00
2017-02-13 2016-12-31 13F LOWES COS COM 548661107 72 72 0.00 5 0.0063
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 0 -80 -100.00 0 -100.00
2016-08-11 2016-06-30 13F LOWES COS COM 548661107 80 0 0.00 6 0.00 0.0066
2016-05-11 2016-03-31 13F LOWES COS COM 548661107 80 0 0.00 6 0.00 0.0070
2016-02-11 2015-12-31 13F LOWES COS COM 548661107 80 0 0.00 6 20.00 0.0068
2015-11-12 2015-09-30 13F LOWES COS COM 548661107 80 -28 -25.93 6 -28.57 0.0058
2015-08-13 2015-06-30 13F LOWES COS COM 548661107 108 -110 -50.46 7 -56.25 0.0077
2015-05-19 2015-03-31 13F/A-1 LOWES COS COM 548661107 218 218 16 0.0186
2015-05-14 2015-03-31 13F LOWES COS COM 548661107 218 16
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.