Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership867 shares
Latest Disclosed Value $ 204,697
Westside Investment Management, Inc. reports 0.12% increase in ownership of LOW / Lowe's Companies, Inc.

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 867 shares of Lowe's Companies, Inc. (MX:LOW) valued at $204,697 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 866 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.12% 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)
2026-05-04 2026-03-31 13F LOWES COMPANIES COM 548661107 867 1 0.12 205 -2.39 0.0153
2026-01-23 2025-12-31 13F LOWES COMPANIES COM 548661107 866 21 2.49 209 -1.42 0.0335
2025-11-04 2025-09-30 13F LOWES COMPANIES COM 548661107 845 2 0.24 212 13.37 0.0339
2025-08-05 2025-06-30 13F LOWES COMPANIES COM 548661107 843 53 6.71 188 1.63 0.0348
2025-04-25 2025-03-31 13F LOWES COMPANIES COM 548661107 790 -14 -1.74 184 -7.07 0.0393
2025-01-17 2024-12-31 13F LOWES COMPANIES COM 548661107 804 1 0.12 199 -8.76 0.0419
2024-11-20 2024-09-30 13F LOWES COMPANIES COM 548661107 803 2 0.25 217 23.30 0.0462
2024-07-17 2024-06-30 13F LOWES COMPANIES COM 548661107 801 -65 -7.51 177 -20.00 0.0405
2024-04-19 2024-03-31 13F LOWES COMPANIES COM 548661107 866 -106 -10.91 221 1.85 0.0529
2024-01-12 2023-12-31 13F LOWES COMPANIES COM 548661107 972 2 0.21 217 7.46 0.0554
2023-11-15 2023-09-30 13F LOWES COMPANIES COM 548661107 970 2 0.21 202 -7.80 0.0581
2023-07-14 2023-06-30 13F LOWES COMPANIES COM 548661107 968 2 0.21 219 12.95 0.0617
2023-05-17 2023-03-31 13F LOWES COMPANIES COM 548661107 966 1 0.10 193 0.0568
2023-01-31 2022-12-31 13F LOWES COMPANIES COM 548661107 965 2 0.21 0 0.0005
2022-11-09 2022-09-30 13F LOWES COMPANIES COM 548661107 963 2 0.21 0 0.0004
2022-07-15 2022-06-30 13F LOWES COMPANIES COM 548661107 961 2 0.21 0 0.0004
2022-04-25 2022-03-31 13F LOWES COMPANIES COM 548661107 959 1 0.10 0 0.0004
2022-02-15 2021-12-31 13F LOWES COMPANIES COM 548661107 958 1 0.10 0 0.0006
2021-10-27 2021-09-30 13F LOWES COMPANIES COM 548661107 957 -172 -15.23 0 0.0004
2021-07-28 2021-06-30 13F LOWES COMPANIES COM 548661107 1,129 174 18.22 0 0.0005
2021-04-14 2021-03-31 13F LOWES COMPANIES COM 548661107 955 -39 -3.92 0 0.0005
2021-01-15 2020-12-31 13F LOWES COMPANIES COM 548661107 994 1 0.10 0 0.0004
2020-10-14 2020-09-30 13F LOWES COMPANIES COM 548661107 993 1 0.10 0 0.0001
2020-07-21 2020-06-30 13F LOWES COMPANIES COM 548661107 992 1 0.10 0 57.65 0.0001
2020-04-16 2020-03-31 13F LOWES COMPANIES COM 548661107 991 5 0.51 0 -14.14 0.0001
2019-07-24 2019-06-30 13F LOWES COMPANIES COM 548661107 986 3 0.31 0 -100.00 0.0002
2019-02-05 2018-12-31 13F LOWES COMPANIES COM 548661107 983 0 0.00 91 -19.64 0.0333
2018-11-08 2018-09-30 13F LOWES COMPANIES COM 548661107 983 0 0.00 112 20.43 0.0359
2018-08-13 2018-06-30 13F LOWES COMPANIES COM 548661107 983 0 0.00 93 12.05 0.0328
2018-04-16 2018-03-31 13F LOWES COMPANIES COM 548661107 983 -2 -0.20 83 -9.78 0.0457
2018-02-15 2017-12-31 13F LOWES COMPANIES COM 548661107 985 35 3.68 92 19.48 0.0500
2017-11-13 2017-09-30 13F LOWES COMPANIES COM 548661107 950 -20 -2.06 78 4.05 0.0469
2017-09-14 2017-06-30 13F/A-1 LOWES COMPANIES COM 548661107 970 -900 -48.13 75 -51.32 0.0487
2017-08-15 2017-06-30 13F LOWES COMPANIES COM 548661107 970 -900 75
2017-05-11 2017-03-31 13F LOWES COMPANIES COM 548661107 1,870 286 18.06 153 35.71 0.0729
2017-05-11 2016-12-31 13F LOWES COMPANIES COM 548661107 1,584 1,584 113 0.0768
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.