Lowe's Companies, Inc.
US ˙ NYSE ˙ US5486611073

SecurityLOW / Lowe's Companies, Inc.
InstitutionDakota Wealth Management
Latest Disclosed Ownership11,079 shares
Latest Disclosed Value $ 2,617,652
Dakota Wealth Management reports 27.09% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 7, 2026 - Dakota Wealth Management filed a 13F-HR form disclosing ownership of 11,079 shares of Lowe's Companies, Inc. (US:LOW) valued at $2,617,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 15,196 shares of Lowe's Companies, Inc.. This represents a change in shares of -27.09% during the quarter. The current value of the position is $2,334,788 USD.

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)
2026-05-07 2026-03-31 13F LOWES COS COM 548661107 11,079 -4,117 -27.09 2,618 -28.58 0.0566
2026-01-13 2025-12-31 13F LOWES COS COM 548661107 15,196 6,915 83.50 3,665 76.07 0.0650
2025-11-10 2025-09-30 13F LOWES COS COM 548661107 8,281 -2,126 -20.43 2,081 -9.84 0.0419
2025-07-16 2025-06-30 13F LOWES COS COM 548661107 10,407 38 0.37 2,309 -4.55 0.0486
2025-05-02 2025-03-31 13F LOWES COS COM 548661107 10,369 -1,066 -9.32 2,418 -14.32 0.0566
2025-01-17 2024-12-31 13F LOWES COS COM 548661107 11,435 -130 -1.12 2,822 -9.90 0.0649
2024-10-23 2024-09-30 13F LOWES COS COM 548661107 11,565 335 2.98 3,132 26.55 0.0708
2024-07-22 2024-06-30 13F LOWES COS COM 548661107 11,230 -583 -4.94 2,476 -17.75 0.0582
2024-04-24 2024-03-31 13F LOWES COS COM 548661107 11,813 -3,774 -24.21 3,009 -13.24 0.0747
2024-01-30 2023-12-31 13F LOWES COS COM 548661107 15,587 530 3.52 3,469 10.83 0.1347
2023-10-24 2023-09-30 13F LOWES COS COM 548661107 15,057 376 2.56 3,129 -5.55 0.1381
2023-07-31 2023-06-30 13F LOWES COS COM 548661107 14,681 713 5.10 3,314 18.62 0.1559
2023-04-14 2023-03-31 13F LOWES COS COM 548661107 13,968 -325 -2.27 2,793 -1.90 0.1865
2023-02-08 2022-12-31 13F LOWES COS COM 548661107 14,293 1,488 11.62 2,848 18.38 0.2019
2022-11-10 2022-09-30 13F LOWES COS COM 548661107 12,805 4,055 46.34 2,405 57.29 0.1946
2022-08-05 2022-06-30 13F LOWES COS COM 548661107 8,750 -23,780 -73.10 1,529 -76.75 0.1408
2022-05-13 2022-03-31 13F LOWES COS COM 548661107 32,530 4,687 16.83 6,577 -8.61 0.5334
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 27,843 3,984 16.70 7,197 48.70 0.7592
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 23,859 18,671 359.89 4,840 381.11 0.5567
2021-08-02 2021-06-30 13F LOWES COS COM 548661107 5,188 -272 -4.98 1,006 -3.08 0.1198
2021-05-10 2021-03-31 13F LOWES COS COM 548661107 5,460 148 2.79 1,038 21.69 0.1362
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 5,312 0 0.00 853 -3.18 0.1110
2020-11-04 2020-09-30 13F LOWES COS COM 548661107 5,312 -290 -5.18 881 16.38 0.1388
2020-08-07 2020-06-30 13F LOWES COS COM 548661107 5,602 -220 -3.78 757 51.10 0.1295
2020-04-29 2020-03-31 13F LOWES COS COM 548661107 5,822 -5,043 -46.42 501 -61.52 0.1094
2020-02-06 2019-12-31 13F LOWES COS COM 548661107 10,865 368 3.51 1,302 12.73 0.2087
2019-11-14 2019-09-30 13F LOWES COS COM 548661107 10,497 511 5.12 1,155 14.93 0.1988
2019-08-07 2019-06-30 13F LOWES COS COM 548661107 9,986 -433 -4.16 1,005 -12.00 0.1923
2019-04-29 2019-03-31 13F/A-1 LOWES COS COM 548661107 10,419 -123 -1.17 1,142 4.67 0.2272
2019-04-18 2019-03-31 13F LOWES COS COM 548661107 10,419 -123 561
2019-01-22 2018-12-31 13F LOWES COS COM 548661107 10,542 120 1.15 1,091 -8.86 0.2470
2018-11-07 2018-09-30 13F LOWES COS COM 548661107 10,422 -133 -1.26 1,197 18.75 0.2690
2018-08-09 2018-06-30 13F LOWES COS COM 548661107 10,555 10,555 1,008 0.2802
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.