Lowe's Companies, Inc.
US ˙ NYSE ˙ US5486611073

SecurityLOW / Lowe's Companies, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership21,120 shares
Latest Disclosed Value $ 4,990,127
AE Wealth Management LLC reports 12.47% increase in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 21,120 shares of Lowe's Companies, Inc. (US:LOW) valued at $4,990,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 18,779 shares of Lowe's Companies, Inc.. This represents a change in shares of 12.47% during the quarter. The current value of the position is $4,385,568 USD.

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 21,120 2,341 12.47 4,990 10.20 0.0008
2026-01-26 2025-12-31 13F LOWES COS COM 548661107 18,779 1,530 8.87 4,529 4.48 0.0260
2025-11-03 2025-09-30 13F LOWES COS COM 548661107 17,249 1,474 9.34 4,335 23.86 0.0276
2025-08-06 2025-06-30 13F LOWES COS COM 548661107 15,775 411 2.68 3,500 -2.34 0.0256
2025-05-06 2025-03-31 13F LOWES COS COM 548661107 15,364 1,417 10.16 3,583 4.10 0.0301
2025-02-13 2024-12-31 13F LOWES COS COM 548661107 13,947 836 6.38 3,442 -3.07 0.0292
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 13,111 -5,157 -28.23 3,551 -11.82 0.0322
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 18,268 6,305 52.70 4,027 32.16 0.0403
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 11,963 -41,370 -77.57 3,047 -73.05 0.0344
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 53,333 2,789 5.52 11,306 7.62 0.0577
2023-10-11 2023-09-30 13F LOWES COS COM 548661107 50,544 6,564 14.92 10,505 5.83 0.0628
2023-07-10 2023-06-30 13F LOWES COS COM 548661107 43,980 -17,006 -27.89 9,926 -18.61 0.0597
2023-04-14 2023-03-31 13F LOWES COS COM 548661107 60,986 -3,173 -4.95 12,195 -4.60 0.0785
2023-01-31 2022-12-31 13F LOWES COS COM 548661107 64,159 -15,108 -19.06 12,783 -14.13 0.0924
2022-10-25 2022-09-30 13F LOWES COS COM 548661107 79,267 2,269 2.95 14,887 10.69 0.1180
2022-08-03 2022-06-30 13F LOWES COS COM 548661107 76,998 6,506 9.23 13,449 -5.64 0.1076
2022-04-18 2022-03-31 13F LOWES COS COM 548661107 70,492 5,677 8.76 14,253 -14.92 0.0978
2022-01-20 2021-12-31 13F LOWES COS COM 548661107 64,815 3,331 5.42 16,753 34.31 0.1168
2021-11-01 2021-09-30 13F LOWES COS COM 548661107 61,484 3,080 5.27 12,473 10.10 0.1028
2021-07-21 2021-06-30 13F LOWES COS COM 548661107 58,404 -1,670 -2.78 11,329 -0.84 0.0989
2021-04-27 2021-03-31 13F LOWES COS COM 548661107 60,074 -15,215 -20.21 11,425 -5.46 0.1153
2021-02-01 2020-12-31 13F LOWES COS COM 548661107 75,289 4,337 6.11 12,085 2.69 0.1371
2020-11-06 2020-09-30 13F LOWES COS COM 548661107 70,952 5,875 9.03 11,768 33.83 0.1680
2020-08-05 2020-06-30 13F LOWES COS COM 548661107 65,077 22,859 54.15 8,793 142.03 0.1359
2020-05-07 2020-03-31 13F LOWES COS COM 548661107 42,218 4,496 11.92 3,633 -19.59 0.0835
2020-01-15 2019-12-31 13F LOWES COS COM 548661107 37,722 6,887 22.34 4,518 33.24 0.0980
2019-11-05 2019-09-30 13F LOWES COS COM 548661107 30,835 9,372 43.67 3,391 56.56 0.0980
2019-07-22 2019-06-30 13F LOWES COS COM 548661107 21,463 4,521 26.69 2,166 16.77 0.0651
2019-05-14 2019-03-31 13F LOWES COS COM 548661107 16,942 202 1.21 1,855 19.99 0.1289
2019-02-14 2018-12-31 13F LOWES COS COM 548661107 16,740 -850 -4.83 1,546 -23.47 0.2646
2018-11-13 2018-09-30 13F LOWES COS COM 548661107 17,590 2,526 16.77 2,020 40.28 0.1112
2018-08-14 2018-06-30 13F LOWES COS COM 548661107 15,064 7,555 100.61 1,440 118.51 0.0980
2018-05-14 2018-03-31 13F LOWES COS COM 548661107 7,509 2,167 40.57 659 32.60 0.0509
2018-02-06 2017-12-31 13F LOWES COS COM 548661107 5,342 226 4.42 497 21.52 0.0439
2017-11-08 2017-09-30 13F LOWES COS COM 548661107 5,116 1,822 55.31 409 60.39 0.0380
2017-08-11 2017-06-30 13F LOWES COS COM 548661107 3,294 651 24.63 255 17.51 0.0304
2017-05-10 2017-03-31 13F LOWES COS COM 548661107 2,643 2,643 217 0.0402
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.