Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership61,323 shares
Latest Disclosed Value $ 14,489,416
Richard C. Young & CO., LTD. reports 15.05% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 61,323 shares of Lowe's Companies, Inc. (MX:LOW) valued at $14,489,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 72,186 shares of Lowe's Companies, Inc.. This represents a change in shares of -15.05% 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)
2026-05-07 2026-03-31 13F Lowes Cos COM 548661107 61,323 -10,863 -15.05 14,489 -16.77 1.2002
2026-01-29 2025-12-31 13F Lowes Cos COM 548661107 72,186 -570 -0.78 17,408 -4.79 1.5598
2025-11-12 2025-09-30 13F Lowes Cos COM 548661107 72,756 -78 -0.11 18,284 13.15 1.6983
2025-08-07 2025-06-30 13F Lowes Cos COM 548661107 72,834 -288 -0.39 16,160 -5.25 1.5966
2025-05-02 2025-03-31 13F Lowes Cos COM 548661107 73,122 -825 -1.12 17,054 -6.55 1.8321
2025-01-28 2024-12-31 13F Lowes Cos COM 548661107 73,947 -3,133 -4.06 18,250 -12.58 1.9882
2024-11-07 2024-09-30 13F Lowes Cos COM 548661107 77,080 -174 -0.23 20,877 22.58 2.2802
2024-08-08 2024-06-30 13F Lowes Cos COM 548661107 77,254 1,670 2.21 17,032 -11.54 2.0704
2024-05-08 2024-03-31 13F Lowes Cos COM 548661107 75,584 -712 -0.93 19,253 13.39 2.4172
2024-02-12 2023-12-31 13F Lowes Cos COM 548661107 76,296 1,202 1.60 16,980 8.79 2.2760
2023-11-13 2023-09-30 13F Lowes Cos COM 548661107 75,094 -258 -0.34 15,608 -8.23 2.2222
2023-08-08 2023-06-30 13F Lowes Cos COM 548661107 75,352 756 1.01 17,007 14.00 2.3361
2023-05-12 2023-03-31 13F Lowes Cos COM 548661107 74,596 814 1.10 14,917 1.48 2.0542
2023-02-10 2022-12-31 13F Lowes Cos COM 548661107 73,782 236 0.32 14,700 6.42 1.9567
2022-11-10 2022-09-30 13F Lowes Cos COM 548661107 73,546 32 0.04 13,813 7.57 2.1127
2022-08-03 2022-06-30 13F Lowes Cos COM 548661107 73,514 2,068 2.89 12,841 -11.11 1.6641
2022-05-06 2022-03-31 13F Lowes Cos COM 548661107 71,446 565 0.80 14,446 -21.15 1.8450
2022-02-11 2021-12-31 13F Lowes Cos COM 548661107 70,881 -935 -1.30 18,321 25.75 2.3093
2021-11-10 2021-09-30 13F Lowes Cos COM 548661107 71,816 -4,807 -6.27 14,569 -1.98 2.0001
2021-08-11 2021-06-30 13F Lowes Cos COM 548661107 76,623 -919 -1.19 14,863 0.79 1.8889
2021-05-13 2021-03-31 13F Lowes Cos COM 548661107 77,542 -223 -0.29 14,747 18.15 1.9587
2021-02-12 2020-12-31 13F Lowes Cos COM 548661107 77,765 -162 -0.21 12,482 -3.43 1.9003
2020-11-12 2020-09-30 13F Lowes Cos COM 548661107 77,927 -734 -0.93 12,925 21.60 2.0831
2020-08-13 2020-06-30 13F Lowes Cos COM 548661107 78,661 -1,326 -1.66 10,629 54.42 1.7703
2020-05-11 2020-03-31 13F Lowes Cos COM 548661107 79,987 -41,909 -34.38 6,883 -52.85 1.3344
2020-02-12 2019-12-31 13F Lowes Cos COM 548661107 121,896 3,514 2.97 14,598 12.15 2.4319
2019-10-29 2019-09-30 13F Lowes Cos COM 548661107 118,382 3,109 2.70 13,017 11.91 2.3402
2019-08-06 2019-06-30 13F Lowes Cos COM 548661107 115,273 16,344 16.52 11,632 7.41 2.2049
2019-05-09 2019-03-31 13F Lowes Cos COM 548661107 98,929 1,971 2.03 10,830 20.94 2.0673
2019-02-13 2018-12-31 13F Lowes Cos COM 548661107 96,958 -287 -0.30 8,955 -19.80 1.9116
2018-11-14 2018-09-30 13F Lowes Cos COM 548661107 97,245 1,525 1.59 11,166 22.06 2.1239
2018-08-10 2018-06-30 13F Lowes Cos COM 548661107 95,720 447 0.47 9,148 9.43 1.8437
2018-05-08 2018-03-31 13F Lowes Cos COM 548661107 95,273 2,251 2.42 8,360 -3.30 1.6631
2018-02-13 2017-12-31 13F Lowes Cos COM 548661107 93,022 5,872 6.74 8,645 24.08 1.6284
2017-11-09 2017-09-30 13F Lowes Cos COM 548661107 87,150 2,539 3.00 6,967 6.20 1.3186
2017-08-10 2017-06-30 13F Lowes Cos COM 548661107 84,611 36,923 77.43 6,560 67.35 1.2848
2017-05-12 2017-03-31 13F Lowes Cos COM 548661107 47,688 15,673 48.96 3,920 72.16 0.7743
2017-02-10 2016-12-31 13F Lowes Cos COM 548661107 32,015 4,689 17.16 2,277 15.41 0.4794
2016-11-14 2016-09-30 13F Lowes Cos COM 548661107 27,326 2,486 10.01 1,973 0.31 0.4264
2016-08-11 2016-06-30 13F Lowes Cos COM 548661107 24,840 1,180 4.99 1,967 9.77 0.4360
2016-05-10 2016-03-31 13F Lowes Cos COM 548661107 23,660 23,660 1,792 0.4033
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.