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

SecurityLOW / Lowe's Companies, Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership4,484 shares
Latest Disclosed Value $ 1,059,480
Aries Wealth Management ownership in LOW / Lowe's Companies, Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 4,484 shares of Lowe's Companies, Inc. (US:LOW) valued at $1,059,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,484 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $931,103 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)
2026-05-14 2026-03-31 13F LOWES COS COM 548661107 4,484 0 0.00 1,059 -2.04 0.2329
2026-01-30 2025-12-31 13F LOWES COS COM 548661107 4,484 0 0.00 1,081 -4.00 0.2394
2025-11-10 2025-09-30 13F LOWES COS COM 548661107 4,484 0 0.00 1,127 13.28 0.2666
2025-07-28 2025-06-30 13F LOWES COS COM 548661107 4,484 0 0.00 995 -4.88 0.2600
2025-04-17 2025-03-31 13F LOWES COS COM 548661107 4,484 110 2.51 1,046 -3.15 0.2840
2025-01-30 2024-12-31 13F LOWES COS COM 548661107 4,374 -90 -2.02 1,080 -10.75 0.2972
2024-10-31 2024-09-30 13F LOWES COS COM 548661107 4,464 -18 -0.40 1,209 22.37 0.3323
2024-07-25 2024-06-30 13F LOWES COS COM 548661107 4,482 18 0.40 988 -13.10 0.3113
2024-05-03 2024-03-31 13F LOWES COS COM 548661107 4,464 -15 -0.33 1,137 14.16 0.3665
2024-01-10 2023-12-31 13F LOWES COS COM 548661107 4,479 -393 -8.07 997 3.21 0.3555
2023-10-19 2023-09-30 13F LOWES COS COM 548661107 4,872 393 8.77 966 -4.46 0.3781
2023-07-14 2023-06-30 13F LOWES COS COM 548661107 4,479 0 0.00 1,011 12.85 0.3920
2023-04-11 2023-03-31 13F LOWES COS COM 548661107 4,479 0 0.00 896 0.34 0.3673
2023-01-19 2022-12-31 13F LOWES COS COM 548661107 4,479 0 0.00 892 2.18 0.3847
2022-11-02 2022-09-30 13F LOWES COS COM 548661107 4,479 -28 -0.62 873 10.93 0.3864
2022-07-27 2022-06-30 13F LOWES COS COM 548661107 4,507 4,507 787 0.3573
2022-04-23 2022-03-31 13F LOWES COS COM 548661107 0 -4,782 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 LOWES COS COM 548661107 4,782 -188 -3.78 1,236 22.62 0.4710
2022-01-18 2021-12-31 13F LOWES COS COM 548661107 33,474 28,504 8,652 0.4735
2021-10-13 2021-09-30 13F LOWES COS COM 548661107 4,970 39 0.79 1,008 5.44 0.4264
2021-07-14 2021-06-30 13F LOWES COS COM 548661107 4,931 125 2.60 956 -1.34 0.4089
2021-04-20 2021-03-31 13F LOWES COS COM 548661107 4,806 55 1.16 969 23.60 0.4353
2021-01-22 2020-12-31 13F LOWES COS COM 548661107 4,751 0 0.00 784 -0.51 0.3917
2020-10-14 2020-09-30 13F LOWES COS COM 548661107 4,751 -1,880 -28.35 788 -12.05 0.4472
2020-07-09 2020-06-30 13F LOWES COS COM 548661107 6,631 100 1.53 896 65.62 0.5469
2020-04-09 2020-03-31 13F LOWES COS COM 548661107 6,531 350 5.66 541 -27.28 0.4125
2020-01-13 2019-12-31 13F LOWES COS COM 548661107 6,181 -175 -2.75 744 5.68 0.4542
2019-10-22 2019-09-30 13F LOWES COS COM 548661107 6,356 -35 -0.55 704 5.71 0.4682
2019-07-15 2019-06-30 13F LOWES COS COM 548661107 6,391 0 0.00 666 -4.86 0.4656
2019-04-09 2019-03-31 13F LOWES COS COM 548661107 6,391 178 2.86 700 21.95 0.5234
2019-01-15 2018-12-31 13F LOWES COS COM 548661107 6,213 0 0.00 574 -19.50 0.6087
2018-11-14 2018-09-30 13F LOWES COS COM 548661107 6,213 0 0.00 713 15.56 0.6402
2018-08-07 2018-06-30 13F LOWES COS COM 548661107 6,213 -70 -1.11 617 12.59 0.5704
2018-04-17 2018-03-31 13F LOWES COS COM 548661107 6,283 190 3.12 548 -14.24 0.5309
2018-02-05 2017-12-31 13F LOWES COS COM 548661107 6,093 6,093 639 0.5884
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.