Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership11,155 shares
Latest Disclosed Value $ 2,635,802
River Wealth Advisors LLC reports 1.56% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 11,155 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,635,802 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,332 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.56% 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)
2026-05-13 2026-03-31 13F LOWES COS COM 548661107 11,155 -177 -1.56 2,636 -3.55 0.3027
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 11,332 -1,366 -10.76 2,733 -14.38 0.3065
2025-11-12 2025-09-30 13F LOWES COS COM 548661107 12,698 -587 -4.42 3,191 8.28 0.3731
2025-08-13 2025-06-30 13F LOWES COS COM 548661107 13,285 -1,809 -11.98 2,948 -16.28 0.3664
2025-05-14 2025-03-31 13F LOWES COS COM 548661107 15,094 -813 -5.11 3,520 -10.32 0.4893
2025-02-13 2024-12-31 13F LOWES COS COM 548661107 15,907 -3,416 -17.68 3,926 -25.00 0.5204
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 19,323 -10,535 -35.28 5,234 -20.50 0.6976
2024-08-13 2024-06-30 13F LOWES COS COM 548661107 29,858 -1,528 -4.87 6,583 -17.66 0.9441
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 31,386 102 0.33 7,995 14.82 1.1621
2024-02-13 2023-12-31 13F LOWES COS COM 548661107 31,284 1,143 3.79 6,962 11.14 1.1118
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 30,141 770 2.62 6,264 -5.51 1.1206
2023-08-09 2023-06-30 13F LOWES COS COM 548661107 29,371 66 0.23 6,629 13.12 1.1248
2023-05-11 2023-03-31 13F LOWES COS COM 548661107 29,305 272 0.94 5,860 1.31 1.0663
2023-02-10 2022-12-31 13F LOWES COS COM 548661107 29,033 801 2.84 5,785 9.09 1.1143
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 28,232 -556 -1.93 5,302 5.45 1.1427
2022-08-10 2022-06-30 13F LOWES COS COM 548661107 28,788 592 2.10 5,028 -11.79 0.9265
2022-05-09 2022-03-31 13F LOWES COS COM 548661107 28,196 613 2.22 5,700 -20.06 0.9101
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 27,583 303 1.11 7,130 28.84 1.1054
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 27,280 1,144 4.38 5,534 9.15 0.9480
2021-08-06 2021-06-30 13F LOWES COS COM 548661107 26,136 579 2.27 5,070 4.32 0.8871
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 25,557 487 1.94 4,860 20.78 0.9120
2021-02-16 2020-12-31 13F LOWES COS COM 548661107 25,070 1,213 5.08 4,024 1.69 0.8698
2020-11-10 2020-09-30 13F LOWES COS COM 548661107 23,857 323 1.37 3,957 24.43 1.0325
2020-08-11 2020-06-30 13F LOWES COS COM 548661107 23,534 301 1.30 3,180 59.08 0.9657
2020-05-05 2020-03-31 13F LOWES COS COM 548661107 23,233 378 1.65 1,999 -26.96 0.7984
2020-02-07 2019-12-31 13F LOWES COS COM 548661107 22,855 637 2.87 2,737 12.03 0.9254
2019-10-29 2019-09-30 13F LOWES COS COM 548661107 22,218 205 0.93 2,443 10.00 0.9231
2019-07-30 2019-06-30 13F LOWES COS COM 548661107 22,013 998 4.75 2,221 -3.43 0.8665
2019-05-07 2019-03-31 13F LOWES COS COM 548661107 21,015 -306 -1.44 2,300 16.81 0.9631
2019-01-25 2018-12-31 13F LOWES COS COM 548661107 21,321 338 1.61 1,969 -18.26 0.8754
2018-11-09 2018-09-30 13F LOWES COS COM 548661107 20,983 -94 -0.45 2,409 19.61 0.8880
2018-08-13 2018-06-30 13F LOWES COS COM 548661107 21,077 591 2.88 2,014 12.01 0.7833
2018-05-02 2018-03-31 13F LOWES COS COM 548661107 20,486 957 4.90 1,798 -0.94 0.7580
2018-02-09 2017-12-31 13F LOWES COS COM 548661107 19,529 514 2.70 1,815 19.41 0.7547
2017-11-06 2017-09-30 13F LOWES COS COM 548661107 19,015 594 3.22 1,520 6.44 0.6875
2017-07-28 2017-06-30 13F LOWES COS COM 548661107 18,421 2,306 14.31 1,428 7.77 0.6647
2017-05-12 2017-03-31 13F LOWES COS COM 548661107 16,115 1,929 13.60 1,325 31.32 0.6430
2017-02-17 2016-12-31 13F LOWES COS COM 548661107 14,186 5,399 61.44 1,009 58.90 0.5106
2016-11-02 2016-09-30 13F LOWES COS COM 548661107 8,787 4,235 93.04 635 76.39 0.3511
2016-08-05 2016-06-30 13F LOWES COS COM 548661107 4,552 -168 -3.56 360 0.56 0.2067
2016-04-27 2016-03-31 13F LOWES COS COM 548661107 4,720 370 8.51 358 8.16 0.2139
2016-01-19 2015-12-31 13F LOWES COS COM 548661107 4,350 0 0.00 331 10.33 0.2097
2015-10-26 2015-09-30 13F LOWES COS COM 548661107 4,350 0 0.00 300 3.09 0.2060
2015-07-13 2015-06-30 13F LOWES COS COM 548661107 4,350 -651 -13.02 291 -21.77 0.1850
2015-05-15 2015-03-31 13F LOWES COS COM 548661107 5,001 5,001 372 0.2303
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.