Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership4,385 shares
Latest Disclosed Value $ 1,036,054
Perigon Wealth Management, LLC reports 0.90% increase in ownership of LOW / Lowe's Companies, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,385 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,036,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 4,346 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.90% 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)
2026-04-10 2026-03-31 13F LOWES COS COM 548661107 4,385 39 0.90 1,036 -1.05 0.0188
2026-01-16 2025-12-31 13F LOWES COS COM 548661107 4,346 289 7.12 1,048 2.75 0.0187
2025-10-17 2025-09-30 13F LOWES COS COM 548661107 4,057 45 1.12 1,020 14.49 0.0208
2025-07-16 2025-06-30 13F LOWES COS COM 548661107 4,012 303 8.17 890 2.89 0.0208
2025-04-23 2025-03-31 13F LOWES COS COM 548661107 3,709 -4,364 -54.06 865 -58.59 0.0222
2025-01-22 2024-12-31 13F LOWES COS COM 548661107 8,073 4,587 131.58 2,089 121.29 0.0513
2024-10-16 2024-09-30 13F LOWES COS COM 548661107 3,486 90 2.65 944 26.20 0.0249
2024-08-02 2024-06-30 13F LOWES COS COM 548661107 3,396 -1,400 -29.19 749 -38.74 0.0217
2024-04-29 2024-03-31 13F LOWES COS COM 548661107 4,796 1,072 28.79 1,222 47.46 0.0370
2024-01-29 2023-12-31 13F LOWES COS COM 548661107 3,724 584 18.60 829 26.99 0.0271
2023-10-30 2023-09-30 13F LOWES COS COM 548661107 3,140 -1,230 -28.15 653 -33.87 0.0264
2023-08-02 2023-06-30 13F/A-1 LOWES COS COM 548661107 4,370 458 11.71 986 26.09 0.0387
2023-08-02 2023-06-30 13F LOWES COS COM 548661107 4,370 458 986 0.0387
2023-05-03 2023-03-31 13F LOWES COS COM 548661107 3,912 114 3.00 782 3.44 0.0445
2023-05-01 2022-12-31 13F/A-1 LOWES COS COM 548661107 3,798 566 17.51 757 24.55 0.0469
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 3,798 757
2022-12-13 2022-09-30 13F LOWES COS COM 548661107 3,232 -41 -1.25 607 6.12 0.0525
2022-08-11 2022-06-30 13F LOWES COS COM 548661107 3,273 -745 -18.54 572 -29.56 0.0478
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 4,018 -363 -8.29 812 -28.27 0.0574
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 4,381 97 2.26 1,132 30.26 0.0810
2021-11-01 2021-09-30 13F/A-1 LOWES COS COM 548661107 4,284 -74 -1.70 869 2.84 0.0754
2021-07-19 2021-06-30 13F LOWES COS COM 548661107 4,358 556 14.62 845 16.87 0.0751
2021-05-17 2021-03-31 13F LOWES COS COM 548661107 3,802 249 7.01 723 26.84 0.0737
2021-01-28 2020-12-31 13F LOWES COS COM 548661107 3,553 -3,077 -46.41 570 -48.18 0.0662
2020-11-03 2020-09-30 13F LOWES COS COM 548661107 6,630 356 5.67 1,100 29.72 0.1538
2020-07-29 2020-06-30 13F LOWES COS COM 548661107 6,274 974 18.38 848 67.92 0.1344
2020-04-17 2020-03-31 13F LOWES COS COM 548661107 5,300 5,300 505 0.0940
2019-05-15 2019-03-31 13F Lowes Companies COM 548661107 0 -4,032 -100.00 0 -100.00
2019-02-11 2018-12-31 13F Lowes Companies COM 548661107 4,032 -1,322 -24.69 380 -25.78 0.0970
2018-08-09 2018-06-30 13F/A-2 Lowes Companies COM 548661107 5,354 5,125 2,237.99 512 2,460.00 0.1539
2018-05-14 2018-03-31 13F Lowes Companies COM 548661107 229 23 11.17 20 5.26 0.0074
2018-02-14 2017-12-31 13F Lowes Companies COM 548661107 206 -5,063 -96.09 19 -95.49 0.0071
2017-12-05 2017-09-30 13F Lowes Companies COM 548661107 5,269 -22,553 -81.06 421 -80.48 0.1366
2017-09-12 2017-06-30 13F Lowes Companies COM 548661107 27,822 13,726 97.38 2,157 86.11 0.4692
2017-06-05 2017-03-31 13F Lowes Companies COM 548661107 14,096 95 0.68 1,159 1.31 0.2460
2017-03-07 2016-12-31 13F Lowes Companies COM 548661107 14,001 3,843 37.83 1,144 55.86 0.2498
2016-11-16 2016-09-30 13F Lowes Companies COM 548661107 10,158 -12,620 -55.40 734 -59.29 0.1885
2016-08-19 2016-06-30 13F Lowes Companies COM 548661107 22,778 2,097 10.14 1,803 9.87 0.4792
2016-06-03 2016-03-31 13F Lowes Companies COM 548661107 20,681 0 0.00 1,641 4.32 0.5125
2016-03-04 2015-12-31 13F Lowes Companies COM 548661107 20,681 16,342 376.63 1,573 426.09 0.4342
2015-12-02 2015-09-30 13F Lowes Companies COM 548661107 4,339 165 3.95 299 6.79 0.0887
2015-08-31 2015-06-30 13F Lowes Companies COM 548661107 4,174 -237 -5.37 280 -14.63 0.0737
2015-05-11 2015-03-31 13F Lowes Companies COM 548661107 4,411 182 4.30 328 12.71 0.0899
2015-02-18 2014-12-31 13F Lowes Companies COM 548661107 4,229 431 11.35 291 44.78 0.0874
2014-11-17 2014-09-30 13F Lowes Companies COM 548661107 3,798 3,798 201 0.0598
2014-02-18 2013-12-31 13F LOWES COS COM 548661107 0 -3,232 -100.00 0 -100.00
2022-11-14 2011-09-30 13F LOWES COS COM 548661107 3,232 3,232 607 0.0525
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.