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

SecurityLOW / Lowe's Companies, Inc.
InstitutionSlateStone Wealth, LLC
Latest Disclosed Ownership4,626 shares
Latest Disclosed Value $ 1,093
SlateStone Wealth, LLC reports 5.42% increase in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - SlateStone Wealth, LLC filed a 13F-HR form disclosing ownership of 4,626 shares of Lowe's Companies, Inc. (US:LOW) valued at $1,093,031 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,388 shares of Lowe's Companies, Inc.. This represents a change in shares of 5.42% during the quarter. The current value of the position is $960,589 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F Lowes Cos COM 548661107 4,626 238 5.42 1 0.00 0.0901
2026-02-11 2025-12-31 13F Lowes Cos COM 548661107 4,388 0 0.00 1 0.00 0.0885
2025-11-05 2025-09-30 13F Lowes Cos COM 548661107 4,388 -15 -0.34 1 0.0955
2025-08-12 2025-06-30 13F Lowes Cos COM 548661107 4,403 -107 -2.37 1 -100.00 0.0913
2025-05-08 2025-03-31 13F Lowes Cos COM 548661107 4,510 -300 -6.24 1 0.00 0.1056
2025-02-10 2024-12-31 13F Lowes Cos COM 548661107 4,810 136 2.91 1 0.00 0.1164
2024-11-07 2024-09-30 13F Lowes Cos COM 548661107 4,674 -1,110 -19.19 1 0.00 0.1140
2024-07-25 2024-06-30 13F Lowes Cos COM 548661107 5,784 818 16.47 1 0.00 0.1382
2024-04-26 2024-03-31 13F Lowes Cos COM 548661107 4,966 3,293 196.83 1 0.1270
2024-02-01 2023-12-31 13F Lowes Cos COM 548661107 1,673 97 6.15 0 0.0483
2023-10-12 2023-09-30 13F Lowes Cos COM 548661107 1,576 620 64.85 0 0.0477
2023-08-07 2023-06-30 13F Lowes Cos COM 548661107 956 -108 -10.15 0 -100.00 0.0405
2023-08-08 2023-03-31 13F Lowes Cos COM 548661107 1,064 -40 -3.62 0 -100.00 0.0441
2023-02-01 2022-12-31 13F Lowes Cos COM 548661107 1,104 1,104 220 0.0530
2022-05-04 2022-03-31 13F Lowes Cos COM 548661107 0 -777 -100.00 0 -100.00
2022-02-02 2021-12-31 13F Lowes Cos COM 548661107 777 777 201 0.0429
2020-04-28 2020-03-31 13F Lowes Cos COM 548661107 0 -2,234 -100.00 0 -100.00
2020-02-06 2019-12-31 13F Lowes Cos COM 548661107 2,234 -581 -20.64 268 -13.55 0.0613
2019-11-05 2019-09-30 13F Lowes Cos COM 548661107 2,815 -110 -3.76 310 5.08 0.0905
2019-08-05 2019-06-30 13F Lowes Cos COM 548661107 2,925 -395 -11.90 295 -18.73 0.0831
2019-05-06 2019-03-31 13F Lowes Cos COM 548661107 3,320 3,320 363 0.1115
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.