Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionVerus Financial Partners, Inc.
Latest Disclosed Ownership2,987 shares
Latest Disclosed Value $ 724,096
Verus Financial Partners, Inc. reports 5.23% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 20, 2026 - Verus Financial Partners, Inc. filed a 13F-HR form disclosing ownership of 2,987 shares of Lowe's Companies, Inc. (MX:LOW) valued at $724,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 3,152 shares of Lowe's Companies, Inc.. This represents a change in shares of -5.23% 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)
2026-04-20 2026-03-31 13F LOWES COS COM 548661107 2,987 -165 -5.23 724 -17.26 0.0649
2026-02-02 2025-12-31 13F LOWES COS COM 548661107 3,152 -315 -9.09 876 0.46 0.0806
2025-10-30 2025-09-30 13F LOWES COS COM 548661107 3,467 -9 -0.26 871 11.10 0.0838
2025-07-21 2025-06-30 13F LOWES COS COM 548661107 3,476 1 0.03 784 2.35 0.0799
2025-05-05 2025-03-31 13F LOWES COS COM 548661107 3,475 9 0.26 766 -10.83 0.0874
2025-01-24 2024-12-31 13F LOWES COS COM 548661107 3,466 -369 -9.62 859 -17.80 0.0965
2024-11-01 2024-09-30 13F LOWES COS COM 548661107 3,835 10 0.26 1,045 23.96 0.1145
2024-08-05 2024-06-30 13F LOWES COS COM 548661107 3,825 0 0.00 843 -13.45 0.0980
2024-05-07 2024-03-31 13F LOWES COS COM 548661107 3,825 -554 -12.65 974 4.96 0.1141
2024-02-07 2023-12-31 13F LOWES COS COM 548661107 4,379 -16 -0.36 928 7.91 0.1148
2023-10-24 2023-09-30 13F LOWES COS COM 548661107 4,395 0 0.00 860 -16.34 0.1121
2023-07-27 2023-06-30 13F LOWES COS COM 548661107 4,395 -400 -8.34 1,028 5.76 0.1296
2023-05-08 2023-03-31 13F LOWES COS COM 548661107 4,795 -71 -1.46 972 -4.05 0.1325
2023-05-08 2022-12-31 13F/A-1 LOWES COS COM 548661107 4,866 0 0.00 1,013 7.77 0.1395
2023-02-01 2022-12-31 13F LOWES COS COM 548661107 4,866 0 1,013 0.0001
2022-10-31 2022-09-30 13F LOWES COS COM 548661107 4,866 -69 -1.40 940 -1.57 0.1423
2022-08-03 2022-06-30 13F LOWES COS COM 548661107 4,935 0 0.00 955 -5.16 0.1369
2022-04-15 2022-03-31 13F LOWES COS COM 548661107 4,935 -450 -8.36 1,007 -27.66 0.1429
2022-01-19 2021-12-31 13F LOWES COS COM 548661107 5,385 -14 -0.26 1,392 16.29 0.1841
2021-10-29 2021-09-30 13F LOWES COS COM 548661107 5,399 -146 -2.63 1,197 11.25 0.1792
2021-07-23 2021-06-30 13F LOWES COS COM 548661107 5,545 -1,129 -16.92 1,076 -16.78 0.1643
2021-04-27 2021-03-31 13F LOWES COS COM 548661107 6,674 -624 -8.55 1,293 10.42 0.2049
2021-02-10 2020-12-31 13F LOWES COS COM 548661107 7,298 4,555 166.06 1,171 157.36 0.2006
2020-11-03 2020-09-30 13F LOWES COS COM 548661107 2,743 -6,271 -69.57 455 -62.64 0.1660
2020-07-31 2020-06-30 13F LOWES COS COM 548661107 9,014 135 1.52 1,218 59.42 0.2624
2020-04-09 2020-03-31 13F LOWES COS COM 548661107 8,879 -817 -8.43 764 -34.19 0.2329
2020-01-21 2019-12-31 13F LOWES COS COM 548661107 9,696 80 0.83 1,161 9.84 0.3508
2019-10-15 2019-09-30 13F LOWES COS COM 548661107 9,616 -150 -1.54 1,057 7.20 0.3463
2019-08-05 2019-06-30 13F LOWES COS COM 548661107 9,766 64 0.66 986 -7.16 0.3311
2019-04-19 2019-03-31 13F LOWES COS COM 548661107 9,702 -1,393 -12.56 1,062 -16.64 0.3753
2019-01-08 2018-12-31 13F LOWES COS COM 548661107 11,095 0 0.00 1,274 0.00 0.4572
2018-11-09 2018-09-30 13F LOWES COS COM 548661107 11,095 -1,000 -8.27 1,274 10.21 0.4572
2018-07-16 2018-06-30 13F LOWES COS COM 548661107 12,095 0 0.00 1,156 8.95 0.4362
2018-04-23 2018-03-31 13F LOWES COS COM 548661107 12,095 -1,933 -13.78 1,061 -18.63 0.4020
2018-01-29 2017-12-31 13F LOWES COS COM 548661107 14,028 -44 -0.31 1,304 15.91 0.4761
2017-11-03 2017-09-30 13F LOWES COS COM 548661107 14,072 -32 -0.23 1,125 2.83 0.4350
2017-07-28 2017-06-30 13F LOWES COS COM 548661107 14,104 -42 -0.30 1,094 -5.93 0.4414
2017-04-12 2017-03-31 13F LOWES COS COM 548661107 14,146 -837 -5.59 1,163 9.10 0.4771
2017-01-26 2016-12-31 13F LOWES COS COM 548661107 14,983 -139 -0.92 1,066 -2.38 0.4629
2016-10-13 2016-09-30 13F LOWES COS COM 548661107 15,122 24 0.16 1,092 -8.62 0.4857
2016-07-15 2016-06-30 13F LOWES COS COM 548661107 15,098 -714 -4.52 1,195 -0.25 0.5376
2016-04-25 2016-03-31 13F LOWES COS COM 548661107 15,812 -769 -4.64 1,198 -5.00 0.5520
2016-02-08 2015-12-31 13F Lowes Companies COM 548661107 16,581 16,581 0.00 1,261 0.5952
2015-10-20 2015-09-30 13F Lowes Companies COM 548661107 0 0 0 0.0000
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.