Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership14,448 shares
Latest Disclosed Value $ 3,413,774
Welch & Forbes Llc reports 0.23% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 14,448 shares of Lowe's Companies, Inc. (MX:LOW) valued at $3,413,774 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 14,482 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.23% 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)
2026-05-01 2026-03-31 13F LOWES COS COM 548661107 14,448 -34 -0.23 3,414 -2.26 0.0441
2026-02-10 2025-12-31 13F LOWES COS COM 548661107 14,482 189 1.32 3,492 -2.76 0.0423
2025-11-04 2025-09-30 13F LOWES COS COM 548661107 14,293 -105 -0.73 3,592 12.43 0.0433
2025-08-05 2025-06-30 13F LOWES COS COM 548661107 14,398 4 0.03 3,194 -4.86 0.0399
2025-05-02 2025-03-31 13F LOWES COS COM 548661107 14,394 -286 -1.95 3,357 -7.34 0.0439
2025-02-07 2024-12-31 13F LOWES COS COM 548661107 14,680 -337 -2.24 3,623 -10.92 0.0466
2024-11-04 2024-09-30 13F LOWES COS COM 548661107 15,017 184 1.24 4,067 26.62 0.0518
2024-08-02 2024-06-30 13F LOWES COS COM 548661107 14,833 -2,433 -14.09 3,212 -26.97 0.0429
2024-05-03 2024-03-31 13F LOWES COS COM 548661107 17,266 -248 -1.42 4,398 12.86 0.0604
2024-02-06 2023-12-31 13F LOWES COS COM 548661107 17,514 112 0.64 3,898 7.77 0.0589
2023-11-03 2023-09-30 13F LOWES COS COM 548661107 17,402 -215 -1.22 3,617 -9.05 0.0598
2023-07-28 2023-06-30 13F LOWES COS COM 548661107 17,617 -996 -5.35 3,976 6.82 0.0627
2023-04-14 2023-03-31 13F LOWES COS COM 548661107 18,613 -797 -4.11 3,722 -3.75 0.0630
2023-02-02 2022-12-31 13F LOWES COS COM 548661107 19,410 881 4.75 3,867 11.15 0.0693
2022-10-31 2022-09-30 13F LOWES COS COM 548661107 18,529 200 1.09 3,479 8.65 0.0679
2022-07-22 2022-06-30 13F LOWES COS COM 548661107 18,329 -113 -0.61 3,202 -14.13 0.0586
2022-04-25 2022-03-31 13F LOWES COS COM 548661107 18,442 -922 -4.76 3,729 -25.49 0.0587
2022-01-19 2021-12-31 13F LOWES COS COM 548661107 19,364 -386 -1.95 5,005 24.94 0.0749
2021-10-13 2021-09-30 13F LOWES COS COM 548661107 19,750 390 2.01 4,006 6.68 0.0666
2021-07-22 2021-06-30 13F LOWES COS COM 548661107 19,360 -555 -2.79 3,755 -0.87 0.0634
2021-04-14 2021-03-31 13F LOWES COS COM 548661107 19,915 -307 -1.52 3,788 16.70 0.0700
2021-01-20 2020-12-31 13F LOWES COS COM 548661107 20,222 324 1.63 3,246 -1.61 0.0635
2020-10-23 2020-09-30 13F LOWES COS COM 548661107 19,898 -203 -1.01 3,299 21.47 0.0712
2020-07-15 2020-06-30 13F LOWES COS COM 548661107 20,101 -5,750 -22.24 2,716 22.07 0.0636
2020-04-17 2020-03-31 13F LOWES COS COM 548661107 25,851 -707 -2.66 2,225 -30.03 0.0621
2020-01-17 2019-12-31 13F LOWES COS COM 548661107 26,558 965 3.77 3,180 13.01 0.0708
2019-10-11 2019-09-30 13F LOWES COS COM 548661107 25,593 575 2.30 2,814 11.45 0.0672
2019-07-12 2019-06-30 13F LOWES COS COM 548661107 25,018 -809 -3.13 2,525 -10.68 0.0615
2019-04-29 2019-03-31 13F LOWES COS COM 548661107 25,827 239 0.93 2,827 19.64 0.0709
2019-02-05 2018-12-31 13F LOWES COS COM 548661107 25,588 2,247 9.63 2,363 -11.83 0.0666
2018-10-17 2018-09-30 13F LOWES COS COM 548661107 23,341 26 0.11 2,680 20.23 0.0639
2018-07-16 2018-06-30 13F LOWES COS COM 548661107 23,315 -39 -0.17 2,229 8.78 0.0576
2018-04-12 2018-03-31 13F LOWES COS COM 548661107 23,354 2,117 9.97 2,049 3.80 0.0528
2018-01-26 2017-12-31 13F LOWES COS COM 548661107 21,237 -613 -2.81 1,974 12.99 0.0527
2017-11-13 2017-09-30 13F LOWES COS COM 548661107 21,850 -4,967 -18.52 1,747 -15.97 0.0460
2017-07-31 2017-06-30 13F LOWES COS COM 548661107 26,817 -2,386 -8.17 2,079 -13.41 0.0581
2017-07-31 2017-03-31 13F/A-1 LOWES COS COM 548661107 29,203 -2,639 -8.29 2,401 6.00 0.0687
2017-04-27 2017-03-31 13F LOWES COS COM 548661107 29,203 2,401
2017-02-07 2016-12-31 13F LOWES COS COM 548661107 31,842 0 0.00 2,265 -1.52 0.0678
2016-11-02 2016-09-30 13F LOWES COS COM 548661107 31,842 -1,500 -4.50 2,300 -12.88 0.0795
2016-08-02 2016-06-30 13F LOWES COS COM 548661107 33,342 -1,012 -2.95 2,640 1.46 0.0805
2016-05-05 2016-03-31 13F LOWES COS COM 548661107 34,354 0 0.00 2,602 -0.42 0.0810
2016-01-27 2015-12-31 13F LOWES COS COM 548661107 34,354 1,575 4.80 2,613 15.67 0.0838
2015-11-05 2015-09-30 13F LOWES COS COM 548661107 32,779 -1,563 -4.55 2,259 -1.74 0.0754
2015-08-11 2015-06-30 13F LOWES COS COM 548661107 34,342 -1,344 -3.77 2,299 -13.38 0.0715
2015-04-30 2015-03-31 13F LOWES COS COM 548661107 35,686 35,686 0.00 2,654 0.0797
2015-01-27 2014-12-31 13F LOWES COS COM 548661107 0 -36,105 -100.00 0 -100.00
2014-10-27 2014-09-30 13F LOWES COS COM 548661107 36,105 -4,631 -11.37 1,911 -2.25 0.0583
2014-07-31 2014-06-30 13F LOWES COS COM 548661107 40,736 3,758 10.16 1,955 8.13 0.0617
2014-05-01 2014-03-31 13F LOWES COS COM 548661107 36,978 0 0.00 1,808 -1.31 0.0573
2014-01-17 2013-12-31 13F LOWES COS COM 548661107 36,978 -300 -0.80 1,832 3.21 0.0580
2013-10-31 2013-09-30 13F LOWES COS COM 548661107 37,278 897 2.47 1,775 19.37 0.0598
2013-08-08 2013-06-30 13F LOWES COS COM 548661107 36,381 36,381 1,487 0.0532
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.