Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionWhalerock Point Partners, Llc
Latest Disclosed Ownership2,805 shares
Latest Disclosed Value $ 662,765
Whalerock Point Partners, Llc reports 6.65% increase in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Whalerock Point Partners, Llc filed a 13F-HR form disclosing ownership of 2,805 shares of Lowe's Companies, Inc. (MX:LOW) valued at $662,765 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,630 shares of Lowe's Companies, Inc.. This represents a change in shares of 6.65% 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)
2026-05-15 2026-03-31 13F Lowe's Cos COM 548661107 2,805 175 6.65 663 4.42 0.1279
2026-02-13 2025-12-31 13F Lowe's Cos COM 548661107 2,630 -50 -1.87 634 -5.79 0.1206
2025-11-12 2025-09-30 13F Lowe's Cos COM 548661107 2,680 0 0.00 674 13.30 0.1367
2025-08-13 2025-06-30 13F Lowe's Cos COM 548661107 2,680 0 0.00 595 -4.96 0.1286
2025-05-15 2025-03-31 13F Lowe's Cos COM 548661107 2,680 0 0.00 625 -5.45 0.1484
2025-02-14 2024-12-31 13F Lowe's Cos COM 548661107 2,680 0 0.00 661 -8.83 0.1538
2024-11-13 2024-09-30 13F Lowe's Cos COM 548661107 2,680 0 0.00 726 22.88 0.1727
2024-08-13 2024-06-30 13F Lowe's Cos COM 548661107 2,680 0 0.00 591 -13.49 0.1581
2024-05-15 2024-03-31 13F Lowe's Cos COM 548661107 2,680 150 5.93 683 21.14 0.1862
2024-02-14 2023-12-31 13F/A-1 Lowe's Cos COM 548661107 2,530 100 4.12 563 11.49 0.1741
2024-02-14 2023-12-31 13F Lowe's Cos COM 548661107 2,530 100 563 0.1741
2023-11-14 2023-09-30 13F Lowe's Cos COM 548661107 2,430 0 0.00 505 -7.85 0.1750
2023-08-14 2023-06-30 13F Lowe's Cos COM 548661107 2,430 89 3.80 548 17.09 0.1861
2023-05-10 2023-03-31 13F Lowe's Cos COM 548661107 2,341 0 0.00 468 0.43 0.1740
2023-02-14 2022-12-31 13F Lowe's Cos COM 548661107 2,341 0 0.00 466 0.1896
2022-11-16 2022-09-30 13F/A-1 Lowe's Cos COM 548661107 2,341 150 6.85 0 0.1933
2022-11-15 2022-09-30 13F Lowe's Cos COM 548661107 440 -1,751 440 0.1894
2022-08-12 2022-06-30 13F Lowe's Cos COM 548661107 2,191 50 2.34 0 -100.00 0.1619
2022-05-16 2022-03-31 13F Lowe's Cos COM 548661107 2,141 100 4.90 433 -18.03 0.1534
2022-02-15 2021-12-31 13F Lowe's Cos COM 548661107 2,041 0 0.00 528 0.1808
2021-11-12 2021-09-30 13F Lowe's Cos COM 548661107 2,041 0 0.00 0 -100.00 0.1604
2021-08-10 2021-06-30 13F Lowe's Cos COM 548661107 2,041 0 0.00 396 1.80 0.1522
2021-05-13 2021-03-31 13F Lowe's Cos COM 548661107 2,041 0 0.00 388 18.29 0.1707
2021-02-12 2020-12-31 13F Lowe's Cos COM 548661107 2,041 1,740 578.07 328 9.33 0.1556
2020-11-13 2020-09-30 13F Lowe's Cos COM 548661107 301 -1,511 -83.39 301 22.45 0.1657
2020-08-11 2020-06-30 13F Lowe's Cos COM 548661107 1,812 1,812 245 0.1445
2020-05-15 2020-03-31 13F Lowe's Cos COM 548661107 0 -1,865 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Lowe's Cos COM 548661107 1,865 38 2.08 223 10.95 0.1186
2019-11-12 2019-09-30 13F Lowe's Cos COM 548661107 1,827 1,827 201 0.1083
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.