Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionTalisman Wealth Advisors LLC
Latest Disclosed Ownership899 shares
Latest Disclosed Value $ 212,398
Talisman Wealth Advisors LLC reports 1.43% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Talisman Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 899 shares of Lowe's Companies, Inc. (MX:LOW) valued at $212,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 912 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.43% 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)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 899 -13 -1.43 212 -3.20 0.1581
2026-02-20 2025-12-31 13F LOWES COS COM 548661107 912 -66 -6.75 220 -10.61 0.1711
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 978 0 0.00 246 13.43 0.2036
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 978 -53 -5.14 217 -10.00 0.1981
2025-05-14 2025-03-31 13F LOWES COS COM 548661107 1,031 -28 -2.64 240 -8.05 0.2469
2025-02-18 2024-12-31 13F LOWES COS COM 548661107 1,059 -28 -2.58 261 -10.00 0.2772
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 1,087 -1 -0.09 290 21.34 0.3057
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 1,088 198 22.25 240 5.75 0.2771
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 890 890 227 0.2849
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 0 -978 -100.00 0 -100.00
2023-08-10 2023-06-30 13F LOWES COS COM 548661107 978 978 221 0.3766
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.