Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership29,911 shares
Latest Disclosed Value $ 7,067,331
Wealthcare Advisory Partners LLC reports 1.87% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 29,911 shares of Lowe's Companies, Inc. (MX:LOW) valued at $7,067,331 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 30,481 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.87% 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)
2026-04-14 2026-03-31 13F LOWES COS COM 548661107 29,911 -570 -1.87 7,067 -3.85 0.1374
2026-01-14 2025-12-31 13F LOWES COS COM 548661107 30,481 22,117 264.43 7,351 249.83 0.1444
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 8,364 -415 -4.73 2,102 7.91 0.0438
2025-07-22 2025-06-30 13F LOWES COS COM 548661107 8,779 440 5.28 1,948 0.15 0.0444
2025-04-15 2025-03-31 13F LOWES COS COM 548661107 8,339 257 3.18 1,945 -2.51 0.0522
2025-01-15 2024-12-31 13F LOWES COS COM 548661107 8,082 -76 -0.93 1,995 -9.73 0.0554
2024-11-04 2024-09-30 13F LOWES COS COM 548661107 8,158 -150 -1.81 2,210 20.64 0.0629
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 8,308 279 3.47 1,832 -10.46 0.0572
2024-04-15 2024-03-31 13F LOWES COS COM 548661107 8,029 1,697 26.80 2,045 45.14 0.0671
2024-02-06 2023-12-31 13F LOWES COS COM 548661107 6,332 -464 -6.83 1,409 -0.21 0.0560
2023-10-12 2023-09-30 13F LOWES COS COM 548661107 6,796 156 2.35 1,412 -5.74 0.0649
2023-07-17 2023-06-30 13F LOWES COS COM 548661107 6,640 -475 -6.68 1,499 5.34 0.0670
2023-05-04 2023-03-31 13F LOWES COS COM 548661107 7,115 591 9.06 1,423 9.47 0.0611
2023-02-13 2022-12-31 13F LOWE'S COMPANIES COMMON 548661107 6,524 191 3.02 1,300 9.25 0.0621
2022-11-14 2022-09-30 13F LOWE'S COMPANIES COMMON 548661107 6,333 680 12.03 1,189 20.47 0.0678
2022-08-15 2022-06-30 13F LOWE'S COMPANIES COMMON 548661107 5,653 283 5.27 987 -9.12 0.0597
2022-04-15 2022-03-31 13F LOWE'S COMPANIES COMMON 548661107 5,370 199 3.85 1,086 -18.77 0.0660
2022-02-11 2021-12-31 13F LOWE'S COMPANIES COMMON 548661107 5,171 -1,670 -24.41 1,337 -3.67 0.0800
2021-11-15 2021-09-30 13F LOWE'S COMPANIES Equity 548661107 6,841 -1,342 -16.40 1,388 -12.54 0.0908
2021-08-16 2021-06-30 13F LOWE'S COMPANIES COMMON 548661107 8,183 -783 -8.73 1,587 -6.92 0.1062
2021-04-30 2021-03-31 13F LOWE'S COMPANIES COMMON 548661107 8,966 3,022 50.84 1,705 78.72 0.1235
2021-02-12 2020-12-31 13F LOWE'S COMPANIES COMMON 548661107 5,944 1,153 24.07 954 20.00 0.0847
2020-10-29 2020-09-30 13F LOWE'S COMPANIES COMMON 548661107 4,791 435 9.99 795 34.97 0.0872
2020-07-29 2020-06-30 13F LOWE'S COMPANIES COMMON 548661107 4,356 324 8.04 589 69.74 0.0734
2020-04-29 2020-03-31 13F LOWE'S COMPANIES COMMON 548661107 4,032 988 32.46 347 -4.93 0.0509
2020-01-29 2019-12-31 13F LOWES COMPANIES COMMON 548661107 3,044 251 8.99 365 18.89 0.0464
2019-10-16 2019-09-30 13F LOWES COMPANIES COMMON 548661107 2,793 164 6.24 307 15.85 0.0445
2019-07-30 2019-06-30 13F LOWES COMPANIES COMMON 548661107 2,629 626 31.25 265 21.00 0.0420
2019-05-13 2019-03-31 13F LOWES COMPANIES COMMON 548661107 2,003 77 4.00 219 23.03 0.0374
2019-02-14 2018-12-31 13F LOWES COMPANIES COMMON 548661107 1,926 825 74.93 178 41.27 0.0345
2018-11-14 2018-09-30 13F LOWES COMPANIES COMMON 548661107 1,101 144 15.05 126 38.46 0.0231
2018-08-13 2018-06-30 13F LOWES COMPANIES COMMON 548661107 957 74 8.38 91 18.18 0.0178
2018-05-14 2018-03-31 13F LOWES COMPANIES COMMON 548661107 883 -123 -12.23 77 -17.20 0.0174
2018-02-14 2017-12-31 13F LOWES COMPANIES COMMON 548661107 1,006 629 166.84 93 210.00 0.0239
2017-11-15 2017-09-30 13F LOWES COMPANIES COMMON 548661107 377 377 30 0.0089
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.