Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionOneAscent Financial Services LLC
Latest Disclosed Ownership3,639 shares
Latest Disclosed Value $ 859,762
OneAscent Financial Services LLC reports 241.69% increase in ownership of LOW / Lowe's Companies, Inc.

On April 21, 2026 - OneAscent Financial Services LLC filed a 13F-HR form disclosing ownership of 3,639 shares of Lowe's Companies, Inc. (MX:LOW) valued at $859,762 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,065 shares of Lowe's Companies, Inc.. This represents a change in shares of 241.69% 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.

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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)
2026-04-21 2026-03-31 13F LOWES COS COM 548661107 3,639 2,574 241.69 860 235.55 0.0466
2026-02-11 2025-12-31 13F LOWES COS COM 548661107 1,065 -1,876 -63.79 257 -65.36 0.0237
2025-10-22 2025-09-30 13F LOWES COS COM 548661107 2,941 -1,013 -25.62 739 0.1077
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 3,954 -4,236 -51.72 1 -100.00 0.0641
2025-05-05 2025-03-31 13F LOWES COS COM 548661107 8,190 3,947 93.02 2 0.00 0.1249
2025-02-12 2024-12-31 13F LOWES COS COM 548661107 4,243 573 15.61 1 0.0890
2024-11-07 2024-09-30 13F LOWES COS COM 548661107 3,670 3,670 1 0.7152
2024-07-17 2024-06-30 13F LOWES COS COM 548661107 0 -4,327 -100.00 0 -100.00
2024-04-16 2024-03-31 13F LOWES COS COM 548661107 4,327 -1,068 -19.80 1 0.00 0.1218
2024-01-11 2023-12-31 13F LOWES COS COM 548661107 5,395 1,497 38.40 1 0.1491
2023-10-13 2023-09-30 13F LOWES COS COM 548661107 3,898 3,898 1 0.2109
2023-07-10 2023-06-30 13F LOWES COS COM 548661107 0 -3,378 -100.00 0 0.0000
2023-04-17 2023-03-31 13F LOWES COS COM 548661107 3,378 -105 -3.01 1 0.2744
2023-01-12 2022-12-31 13F LOWES COS COM 548661107 3,483 554 18.91 1 -100.00 0.2949
2022-11-02 2022-09-30 13F LOWES COS COM 548661107 2,929 -1,461 -33.28 550 -28.29 0.2183
2022-08-08 2022-06-30 13F LOWES COS COM 548661107 4,390 562 14.68 767 -0.90 0.3478
2022-05-12 2022-03-31 13F LOWES COS COM 548661107 3,828 1,441 60.37 774 25.45 0.5532
2022-02-08 2021-12-31 13F LOWES COS COM 548661107 2,387 2,387 617 1.1775
2021-11-11 2021-09-30 13F LOWES COS COM 548661107 0 -5,139 -100.00 0 -100.00
2021-04-27 2021-03-31 13F LOWES COS COM 548661107 5,139 -640 -11.07 977 5.28 0.9607
2021-02-08 2020-12-31 13F/A-1 LOWES COS COM 548661107 5,779 -4,808 -45.41 928 -47.15 0.9901
2021-01-13 2020-12-31 13F LOWES COS COM 548661107 12,364 1,777 1,985 896,915.6944
2020-11-02 2020-09-30 13F LOWES COS COM 548661107 10,587 3,243 44.16 1,756 77.02 0.9163
2020-07-21 2020-06-30 13F LOWES COS COM 548661107 7,344 2,850 63.42 992 156.33 0.6634
2020-04-14 2020-03-31 13F LOWES COS COM 548661107 4,494 2,086 86.63 387 34.38 0.2914
2020-02-11 2019-12-31 13F LOWES COS COM 548661107 2,408 2,408 288 0.1592
2019-11-15 2019-09-30 13F LOWES COS COM 548661107 0 -3,260 -100.00 0 -100.00
2019-08-15 2019-06-30 13F LOWES COS COM 548661107 3,260 3,260 329 0.2253
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.