Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionValue Partners Investments Inc.
Latest Disclosed Ownership3,348 shares
Latest Disclosed Value $ 790,271
Value Partners Investments Inc. reports 5.45% increase in ownership of LOW / Lowe's Companies, Inc.

On April 21, 2026 - Value Partners Investments Inc. filed a 13F-HR form disclosing ownership of 3,348 shares of Lowe's Companies, Inc. (MX:LOW) valued at $790,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 3,175 shares of Lowe's Companies, Inc.. This represents a change in shares of 5.45% 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)
2026-04-21 2026-03-31 13F LOWES COS COM 548661107 3,348 173 5.45 790 3.13 0.0603
2026-01-08 2025-12-31 13F LOWES COS COM 548661107 3,175 -1,691 -34.75 767 -37.32 0.0588
2025-10-15 2025-09-30 13F LOWES COS COM 548661107 4,866 124 2.61 1,222 16.38 0.0998
2025-07-07 2025-06-30 13F LOWES COS COM 548661107 4,742 369 8.44 1,050 2.94 0.0821
2025-04-23 2025-03-31 13F LOWES COS COM 548661107 4,373 -7,543 -63.30 1,021 -65.28 0.0881
2025-02-21 2024-12-31 13F/A-1 LOWES COS COM 548661107 11,916 591 5.22 2,939 -4.36 1.6587
2025-02-13 2024-12-31 13F LOWES COS COM 548661107 11,916 591 4,228 1.6569
2025-02-21 2024-09-30 13F/A-1 LOWES COS COM 548661107 11,325 846 8.07 3,073 33.04 0.2486
2024-10-07 2024-09-30 13F LOWES COS COM 548661107 11,325 846 4,148 0.2487
2025-02-21 2024-06-30 13F/A-1 LOWES COS COM 548661107 10,479 2,071 24.63 2,310 7.90 0.2003
2024-07-09 2024-06-30 13F LOWES COS COM 548661107 10,479 2,071 3,161 0.2002
2025-02-21 2024-03-31 13F/A-1 LOWES COS COM 548661107 8,408 675 8.73 2,141 24.20 0.1751
2024-05-02 2024-03-31 13F LOWES COS COM 548661107 8,408 675 2,900 0.1751
2024-05-02 2023-12-31 13F/A-1 LOWES COS COM 548661107 7,733 931 13.69 1,724 21.34 0.1377
2024-01-26 2023-12-31 13F LOWES COS COM 548661107 5,888 -914 1,201 0.1018
2023-10-26 2023-09-30 13F LOWES COS COM 548661107 6,802 554 8.87 1,420 0.71 0.1176
2023-07-20 2023-06-30 13F LOWES COS COM 548661107 6,248 185 3.05 1,411 16.53 0.1133
2023-05-01 2023-03-31 13F LOWES COS COM 548661107 6,063 175 2.97 1,211 3.24 0.0993
2023-01-09 2022-12-31 13F LOWES COS COM 548661107 5,888 117 2.03 1,173 8.22 0.1018
2022-10-21 2022-09-30 13F LOWES COS COM 548661107 5,771 834 16.89 1,083 25.78 0.1081
2022-07-19 2022-06-30 13F LOWES COS COM 548661107 4,937 1,688 51.95 861 31.05 0.0793
2022-04-14 2022-03-31 13F LOWES COS COM 548661107 3,249 3,249 657 0.0557
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.