Lowe's Companies, Inc.
CH ˙ BRSE ˙ US5486611073
SecurityCH:LWE / Lowe's Companies, Inc.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership2,062 shares
Latest Disclosed Value $ 487,150
RMR Wealth Builders reports 2.74% increase in ownership of LWE / Lowe's Companies, Inc.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 2,062 shares of Lowe's Companies, Inc. (CH:LWE) valued at $487,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 2,007 shares of Lowe's Companies, Inc.. This represents a change in shares of 2.74% 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.

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)
2026-04-22 2026-03-31 13F LOWES COS COM 548661107 2,062 55 2.74 487 0.62 0.0384
2026-01-29 2025-12-31 13F LOWES COS COM 548661107 2,007 -1,021 -33.72 484 -36.32 0.0387
2025-11-05 2025-09-30 13F LOWES COS COM 548661107 3,028 90 3.06 761 16.74 0.0637
2025-07-08 2025-06-30 13F LOWES COS COM 548661107 2,938 142 5.08 652 -0.15 0.0592
2025-04-16 2025-03-31 13F LOWES COS COM 548661107 2,796 -184 -6.17 652 -11.29 0.0686
2025-01-14 2024-12-31 13F/A-1 LOWES COS COM 548661107 2,980 501 20.21 735 9.54 0.0760
2025-01-10 2024-12-31 13F LOWES COS COM 548661107 2,980 501 735 0.0765
2024-10-21 2024-09-30 13F LOWES COS COM 548661107 2,479 -688 -21.72 671 -3.87 0.0712
2024-07-23 2024-06-30 13F LOWES COS COM 548661107 3,167 -8 -0.25 698 -13.61 0.0801
2024-04-15 2024-03-31 13F LOWES COS COM 548661107 3,175 1,446 83.63 809 110.42 0.0978
2024-02-06 2023-12-31 13F LOWES COS COM 548661107 1,729 253 17.14 385 25.49 0.0540
2023-10-23 2023-09-30 13F LOWES COS COM 548661107 1,476 12 0.82 307 -7.27 0.0490
2023-07-21 2023-06-30 13F LOWES COS COM 548661107 1,464 2 0.14 330 13.01 0.0562
2023-04-11 2023-03-31 13F LOWES COS COM 548661107 1,462 -2 -0.14 292 0.34 0.0556
2023-02-15 2022-12-31 13F/A-1 LOWES COS COM 548661107 1,464 -47 -3.11 292 2.46 0.0661
2022-11-08 2022-09-30 13F LOWES COS COM 548661107 1,511 -442 -22.63 284 -16.72 0.0695
2022-08-02 2022-06-30 13F LOWES COS COM 548661107 1,953 -62 -3.08 341 -16.22 0.0850
2022-05-13 2022-03-31 13F LOWES COS COM 548661107 2,015 544 36.98 407 7.11 0.0873
2022-02-02 2021-12-31 13F LOWES COS COM 548661107 1,471 -1,963 -57.16 380 -45.48 0.1091
2021-10-18 2021-09-30 13F LOWES COS COM 548661107 3,434 201 6.22 697 11.16 0.2047
2021-08-16 2021-06-30 13F LOWES COS INC COM Common Stock 548661107 3,233 -470 -12.69 627 -10.94 0.2056
2021-05-13 2021-03-31 13F LOWES COS COM 548661107 3,703 1,442 63.78 704 93.94 0.1829
2021-02-26 2020-12-31 13F/A-1 LOWES COS COM 548661107 2,261 -2,760 -54.97 363 -56.42 0.1783
2021-02-09 2020-12-31 13F LOWES COS COM 548661107 839 -4,182 363 198,711.3868
2020-11-13 2020-09-30 13F LOWES COS COM 548661107 5,021 2,046 68.77 833 107.21 0.2163
2020-08-19 2020-06-30 13F LOWES COS COM 548661107 2,975 -180 -5.71 402 6.35 0.3584
2020-03-03 2019-12-31 13F LOWES COMPANIES INC COM USD0.50 COM 548661107 3,155 3,155 378 0.3641
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.