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

SecurityLOW / Lowe's Companies, Inc.
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership3,581 shares
Latest Disclosed Value $ 846,119
Waldron Private Wealth LLC reports 0.25% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 3,581 shares of Lowe's Companies, Inc. (US:LOW) valued at $846,119 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,590 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.25% during the quarter. The current value of the position is $743,595 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)
2026-04-10 2026-03-31 13F LOWES COS COM 548661107 3,581 -9 -0.25 846 -2.20 0.0330
2026-01-14 2025-12-31 13F LOWES COS COM 548661107 3,590 -1,875 -34.31 866 -37.00 0.0342
2025-10-30 2025-09-30 13F LOWES COS COM 548661107 5,465 268 5.16 1,373 19.08 0.0557
2025-07-31 2025-06-30 13F LOWES COS COM 548661107 5,197 -71 -1.35 1,153 -6.11 0.0503
2025-05-08 2025-03-31 13F LOWES COS COM 548661107 5,268 -3,206 -37.83 1,229 -41.27 0.0580
2025-01-24 2024-12-31 13F LOWES COS COM 548661107 8,474 291 3.56 2,091 -5.64 0.0842
2024-10-21 2024-09-30 13F LOWES COS COM 548661107 8,183 1,164 16.58 2,216 43.24 0.0920
2024-07-31 2024-06-30 13F LOWES COS INC COM COM 548661107 7,019 -81 -1.14 1,547 -14.44 0.0692
2024-05-09 2024-03-31 13F LOWES COS INC COM COM 548661107 7,100 -870 -10.92 1,809 1.97 0.0816
2024-08-29 2023-12-31 13F/A-1 LOWES COS INC COM COM 548661107 7,970 977 13.97 1,774 22.02 0.0843
2024-01-30 2023-12-31 13F LOWES COS INC COM COM 548661107 7,970 977 2 0.0843
2024-08-29 2023-09-30 13F/A-1 LOWES COS INC COM COM 548661107 6,993 -6 -0.09 1,453 -7.98 0.0755
2023-10-26 2023-09-30 13F LOWES COS INC COM COM 548661107 6,993 -6 1 0.0754
2024-08-29 2023-06-30 13F/A-1 LOWES COS INC COM COM 548661107 6,999 -2,245 -24.29 1,580 -14.56 0.0788
2023-08-07 2023-06-30 13F LOWES COS INC COM COM 548661107 6,999 -2,245 2 0.0788
2024-08-29 2023-03-31 13F/A-1 LOWES COS INC COM COM 548661107 9,244 -111 -1.19 1,849 184,700.00 0.0900
2023-05-02 2023-03-31 13F LOWES COS INC COM COM 548661107 9,244 -111 2 0.0899
2023-02-08 2022-12-31 13F LOWES COS INC COM COM 548661107 9,355 0 0.00 2 -99.94 0.1092
2022-11-14 2022-09-30 13F LOWES COS INC COM COM 548661107 9,355 315 3.48 1,756 11.21 0.1091
2022-08-03 2022-06-30 13F LOWES COS INC COM COM 548661107 9,040 194 2.19 1,579 -11.69 0.0886
2022-05-04 2022-03-31 13F LOWES COS INC COM COM 548661107 8,846 -865 -8.91 1,788 -28.76 0.0917
2022-02-02 2021-12-31 13F LOWES COS INC COM COM 548661107 9,711 29 0.30 2,510 27.80 0.1238
2021-11-02 2021-09-30 13F LOWES COS INC COM COM 548661107 9,682 1,014 11.70 1,964 16.84 0.1143
2021-08-06 2021-06-30 13F LOWES COS INC COM COM 548661107 8,668 -428 -4.71 1,681 -2.78 0.1074
2021-05-11 2021-03-31 13F LOWES COS INC COM COM 548661107 9,096 -53 -0.58 1,729 17.78 0.1201
2021-02-12 2020-12-31 13F LOWES COS INC COM COM 548661107 9,149 156 1.73 1,468 -1.54 0.1092
2020-11-13 2020-09-30 13F LOWES COS INC COM COM 548661107 8,993 201 2.29 1,491 25.61 0.1275
2020-08-11 2020-06-30 13F LOWES COS INC COM COM 548661107 8,792 -595 -6.34 1,187 47.09 0.1049
2020-05-05 2020-03-31 13F LOWES COS INC COM COM 548661107 9,387 1,614 20.76 807 -13.23 0.0860
2020-02-07 2019-12-31 13F LOWES COS INC COM COM 548661107 7,773 205 2.71 930 11.78 0.0829
2019-11-06 2019-09-30 13F LOWES COS INC COM COM 548661107 7,568 -154 -1.99 832 6.80 0.0847
2019-07-31 2019-06-30 13F LOWES COS INC COM COM 548661107 7,722 219 2.92 779 -5.12 0.0829
2019-05-01 2019-03-31 13F LOWES COS INC COM COM 548661107 7,503 3,036 67.97 821 99.27 0.0925
2019-02-13 2018-12-31 13F Lowes Cos COM 548661107 4,467 924 26.08 412 1.48 0.0594
2018-11-20 2018-09-30 13F Lowes Cos COM 548661107 3,543 -137 -3.72 406 15.67 0.0791
2018-08-09 2018-06-30 13F Lowes Cos COM 548661107 3,680 1,330 56.60 351 70.39 0.0761
2018-05-09 2018-03-31 13F Lowes Cos COM 548661107 2,350 -75 -3.09 206 -8.44 0.0464
2018-01-26 2017-12-31 13F Lowes Cos COM 548661107 2,425 2,425 225 0.0530
2017-08-14 2017-06-30 13F Lowes Cos COM 548661107 0 -4,438 -100.00 0 -100.00
2017-05-18 2017-03-31 13F/A-2 Lowes Cos COM 548661107 4,438 4,438 364 0.0585
2017-04-27 2017-03-31 13F/A-1 Lowes Cos COM 548661107 4,438 0 364 0.0544
2017-04-24 2017-03-31 13F Lowes Cos COM 548661107 4,438 364
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.