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

SecurityLOW / Lowe's Companies, Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership17,477 shares
Latest Disclosed Value $ 4,392,146
Wetherby Asset Management Inc reports 7.05% increase in ownership of LOW / Lowe's Companies, Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 17,477 shares of Lowe's Companies, Inc. (US:LOW) valued at $4,392,145 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 16,326 shares of Lowe's Companies, Inc.. This represents a change in shares of 7.05% during the quarter. The current value of the position is $3,683,103 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)
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 17,477 1,151 7.05 4,392 21.26 0.1793
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 16,326 -357 -2.14 3,622 -12.02 0.1612
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 16,683 -1,084 -6.10 4,117 -14.44 0.1974
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 17,767 -1,174 -6.20 4,812 15.26 0.2200
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 18,941 -410 -2.12 4,176 -15.30 0.1969
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 19,351 -28 -0.14 4,929 14.31 0.2349
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 19,379 -788 -3.91 4,313 2.89 0.2247
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 20,167 -3 -0.01 4,192 -7.93 0.2377
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 20,170 148 0.74 4,552 13.71 0.2452
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 20,022 -742 -3.57 4,004 -3.24 0.2343
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 20,764 1,348 6.94 4,137 13.47 0.2657
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 19,416 464 2.45 3,646 10.15 0.2571
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 18,952 127 0.67 3,310 -13.03 0.2259
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 18,825 -372 -1.94 3,806 -23.30 0.2181
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 19,197 399 2.12 4,962 30.13 0.2786
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 18,798 317 1.72 3,813 6.36 0.2353
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 18,481 1,420 8.32 3,585 10.48 0.2187
2021-05-14 2021-03-31 13F LOWES COS COM 548661107 17,061 -1,240 -6.78 3,245 10.49 0.2473
2021-02-11 2020-12-31 13F LOWES COS COM 548661107 18,301 1,334 7.86 2,937 4.37 0.1992
2020-12-16 2020-09-30 13F/A-01 LOWES COS COM 548661107 16,967 -74 -0.43 2,814 22.24 0.2579
2020-11-13 2020-09-30 13F LOWES COS COM 548661107 18,294 1,253 3,034 192,989.0402
2020-08-14 2020-06-30 13F LOWES COS COM 548661107 17,041 198 1.18 2,302 58.87 0.2182
2020-05-06 2020-03-31 13F LOWES COS COM 548661107 16,843 -1,799 -9.65 1,449 -35.08 0.1627
2020-01-28 2019-12-31 13F LOWES COS COM 548661107 18,642 512 2.82 2,232 11.94 0.2198
2019-10-31 2019-09-30 13F LOWES COS COM 548661107 18,130 515 2.92 1,994 12.15 0.2082
2019-07-25 2019-06-30 13F LOWES COS COM 548661107 17,615 -17 -0.10 1,778 -7.88 0.1946
2019-07-25 2019-03-31 13F/A-1 LOWES COS COM 548661107 17,632 675 3.98 1,930 23.24 0.2403
2019-05-09 2019-03-31 13F LOWES COS COM 548661107 17,632 675 1,930
2019-01-30 2018-12-31 13F LOWES COS COM 548661107 16,957 284 1.70 1,566 -18.18 0.2215
2018-11-07 2018-09-30 13F LOWES COS COM 548661107 16,673 72 0.43 1,914 20.68 0.2364
2018-07-24 2018-06-30 13F LOWES COS COM 548661107 16,601 -894 -5.11 1,586 3.32 0.2147
2018-05-04 2018-03-31 13F LOWES COS COM 548661107 17,495 280 1.63 1,535 -4.06 0.2119
2018-02-09 2017-12-31 13F LOWES COS COM 548661107 17,215 401 2.38 1,600 19.05 0.2220
2017-11-13 2017-09-30 13F LOWES COS COM 548661107 16,814 381 2.32 1,344 5.49 0.1999
2017-08-01 2017-06-30 13F LOWES COS COM 548661107 16,433 -10 -0.06 1,274 -5.70 0.2167
2017-04-27 2017-03-31 13F LOWES COS COM 548661107 16,443 398 2.48 1,351 18.40 0.2430
2017-02-08 2016-12-31 13F LOWES COS COM 548661107 16,045 -166 -1.02 1,141 -2.48 0.2235
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 16,211 137 0.85 1,170 -8.02 0.2367
2016-08-10 2016-06-30 13F LOWES COS COM 548661107 16,074 774 5.06 1,272 9.75 0.2820
2016-05-10 2016-03-31 13F LOWES COS COM 548661107 15,300 -382 -2.44 1,159 -2.85 0.2731
2016-02-08 2015-12-31 13F LOWES COS COM 548661107 15,682 211 1.36 1,193 11.91 0.2860
2015-11-12 2015-09-30 13F LOWES COS COM 548661107 15,471 791 5.39 1,066 8.44 0.2731
2015-08-12 2015-06-30 13F LOWES COS COM 548661107 14,680 -267 -1.79 983 -11.60 0.2363
2015-05-08 2015-03-31 13F LOWES COS COM 548661107 14,947 926 6.60 1,112 15.35 0.2707
2015-02-12 2014-12-31 13F LOWES COS COM 548661107 14,021 711 5.34 964 36.74 0.2424
2014-11-03 2014-09-30 13F LOWES COS COM 548661107 13,310 39 0.29 705 10.68 0.1965
2014-08-01 2014-06-30 13F LOWES COS COM 548661107 13,271 -951 -6.69 637 -8.35 0.1798
2014-05-05 2014-03-31 13F/A-1 LOWES COS COM 548661107 14,222 -58 -0.41 695 -1.84 0.1992
2014-04-30 2014-03-31 13F LOWES COS COM 548661107 14,222 695
2014-01-29 2013-12-31 13F LOWES COS COM 548661107 14,280 350 2.51 708 6.79 0.2019
2013-10-29 2013-09-30 13F LOWES COS COM 548661107 13,930 1,022 7.92 663 25.57 0.2069
2013-07-24 2013-06-30 13F LOWES COS COM 548661107 12,908 12,908 528 0.1840
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.