Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionWealth Enhancement Advisory Services, Llc
Latest Disclosed Ownership299,005 shares
Latest Disclosed Value $ 50,400,971
Wealth Enhancement Advisory Services, Llc reports 26.27% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 8, 2026 - Wealth Enhancement Advisory Services, Llc filed a 13F-HR form disclosing ownership of 299,005 shares of Lowe's Companies, Inc. (MX:LOW) valued at $50,400,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 405,559 shares of Lowe's Companies, Inc.. This represents a change in shares of -26.27% 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)
2026-04-08 2026-03-31 13F LOWES COS COM 548661107 299,005 -106,554 -26.27 50,401 -49.68 0.1026
2026-01-08 2025-12-31 13F LOWES COS COM 548661107 405,559 -20,566 -4.83 100,153 -2.03 0.1358
2025-10-29 2025-09-30 13F LOWES COS COM 548661107 426,125 -531 -0.12 102,223 4.94 0.1546
2025-07-10 2025-06-30 13F LOWES COS COM 548661107 426,656 8,832 2.11 97,410 -0.04 0.1611
2025-04-16 2025-03-31 13F LOWES COS COM 548661107 417,824 20,434 5.14 97,450 -0.64 0.1864
2025-03-17 2024-12-31 13F/A-1 LOWES COS COM 548661107 397,390 39,616 11.07 98,076 1.21 0.1878
2025-01-10 2024-12-31 13F LOWES COS COM 548661107 362,209 4,435 98,104 0.1982
2024-10-24 2024-09-30 13F LOWES COS COM 548661107 357,774 -5,224 -1.44 96,903 21.09 0.2083
2024-07-16 2024-06-30 13F LOWES COS COM 548661107 362,998 21,326 6.24 80,027 -8.05 0.1901
2024-04-15 2024-03-31 13F LOWES COS COM 548661107 341,672 -28,771 -7.77 87,034 5.57 0.2251
2024-01-30 2023-12-31 13F LOWES COS COM 548661107 370,443 17,926 5.09 82,442 12.52 0.2395
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 352,517 275,618 358.42 73,267 322.14 0.2410
2023-07-21 2023-06-30 13F LOWES COS COM 548661107 76,899 73,813 2,391.87 17,356 2,712.97 0.1871
2023-04-25 2023-03-31 13F LOWES COS COM 548661107 3,086 -84,361 -96.47 617 -96.51 0.0072
2023-02-01 2022-12-31 13F LOWES COS COM 548661107 87,447 87,447 17,656 0.2272
2022-10-17 2022-09-30 13F LOWES COS COM 548661107 0 -9,516 -100.00 0 -100.00
2022-07-18 2022-06-30 13F LOWES COS COM 548661107 9,516 1,809 23.47 1,728 9.85 0.0241
2022-04-18 2022-03-31 13F LOWES COS COM 548661107 7,707 412 5.65 1,573 -8.55 0.0212
2022-02-08 2021-12-31 13F LOWES COS COM 548661107 7,295 7,295 1,720 0.0247
2020-10-13 2020-06-30 13F/A-1 LOWES COS COM 548661107 0 -31,184 -100.00 0 -100.00
2020-08-10 2020-06-30 13F LOWES COS COM 548661107 0 0
2020-05-01 2020-03-31 13F LOWES COS COM 548661107 31,184 14,512 87.04 3,228 61.64 0.1152
2020-02-05 2019-12-31 13F LOWES COS COM 548661107 16,672 454 2.80 1,997 11.13 0.0705
2019-11-05 2019-09-30 13F LOWES COS COM 548661107 16,218 4,274 35.78 1,797 44.69 0.0724
2019-08-02 2019-06-30 13F LOWES COS COM 548661107 11,944 11,944 1,242 0.0548
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.