Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionWilliams Jones Wealth Management, LLC.
Latest Disclosed Ownership104,889 shares
Latest Disclosed Value $ 24,783,173
Williams Jones Wealth Management, LLC. ownership in LOW / Lowe's Companies, Inc.

On May 5, 2026 - Williams Jones Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 104,889 shares of Lowe's Companies, Inc. (MX:LOW) valued at $24,783,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 104,889 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% 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)
2026-05-05 2026-03-31 13F LOWES COS INC COM CS 548661107 104,889 0 0.00 24,783 -2.02 0.2144
2026-02-13 2025-12-31 13F LOWES COS INC COM CS 548661107 104,889 -1,591 -1.49 25,295 -5.47 0.2858
2025-11-14 2025-09-30 13F LOWES COS INC COM CS 548661107 106,480 -135 -0.13 26,759 13.13 0.3062
2025-08-14 2025-06-30 13F LOWES COS INC COM CS 548661107 106,615 -1,916 -1.77 23,655 -6.55 0.2829
2025-05-15 2025-03-31 13F LOWES COS INC COM CS 548661107 108,531 -4,191 -3.72 25,313 -9.01 0.3235
2025-02-14 2024-12-31 13F LOWES COS INC COM CS 548661107 112,722 -2,194 -1.91 27,820 -10.62 0.3356
2024-11-14 2024-09-30 13F LOWES COS INC COM CS 548661107 114,916 12 0.01 31,125 22.87 0.3649
2024-08-05 2024-06-30 13F LOWES COS INC COM CS 548661107 114,904 104 0.09 25,332 -13.37 0.3143
2024-05-07 2024-03-31 13F LOWES COS INC COM CS 548661107 114,800 84 0.07 29,243 14.54 0.3722
2024-02-14 2023-12-31 13F LOWES COS INC COM CS 548661107 114,716 -490 -0.43 25,530 6.62 0.3575
2023-11-14 2023-09-30 13F LOWES COS INC COM CS 548661107 115,206 -7,091 -5.80 23,944 -13.25 0.3680
2023-08-14 2023-06-30 13F LOWES COS INC COM CS 548661107 122,297 -7,289 -5.62 27,602 6.52 0.4134
2023-05-15 2023-03-31 13F LOWES COS INC COM CS 548661107 129,586 -94 -0.07 25,913 0.29 0.4059
2023-02-14 2022-12-31 13F LOWES COS INC COM CS 548661107 129,680 23 0.02 25,837 6.10 0.4327
2022-11-14 2022-09-30 13F LOWES COS INC COM CS 548661107 129,657 772 0.60 24,351 8.17 0.4238
2022-08-15 2022-06-30 13F LOWES COS INC COM CS 548661107 128,885 1,151 0.90 22,512 -12.84 0.3644
2022-05-16 2022-03-31 13F LOWES COS INC COM CS 548661107 127,734 -172 -0.13 25,827 -21.88 0.3598
2022-02-14 2021-12-31 13F LOWES COS INC COM CS 548661107 127,906 -1,504 -1.16 33,061 25.94 0.4130
2021-11-15 2021-09-30 13F LOWES COS INC COM CS 548661107 129,410 -203 -0.16 26,252 4.42 0.3673
2021-08-16 2021-06-30 13F LOWES COS INC COM CS 548661107 129,613 33 0.03 25,141 2.02 0.3516
2021-05-17 2021-03-31 13F LOWES COS INC COM CS 548661107 129,580 1,462 1.14 24,644 19.84 0.3854
2021-02-16 2020-12-31 13F LOWES COS INC COM CS 548661107 128,118 208 0.16 20,564 -3.07 0.3354
2020-11-13 2020-09-30 13F LOWES COS INC COM CS 548661107 127,910 -2,364 -1.81 21,215 20.52 0.3924
2020-08-14 2020-06-30 13F LOWES COS INC COM CS 548661107 130,274 195 0.15 17,603 57.27 0.3605
2020-05-15 2020-03-31 13F LOWES COS INC COM CS 548661107 130,079 218 0.17 11,193 -28.03 0.2923
2020-02-14 2019-12-31 13F LOWES COS INC COM CS 548661107 129,861 230 0.18 15,552 9.11 0.2975
2019-11-14 2019-09-30 13F LOWES COS INC COM CS 548661107 129,631 129,631 14,254 0.2925
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.