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

SecurityLOW / Lowe's Companies, Inc.
InstitutionBailard, Inc.
Latest Disclosed Ownership9,405 shares
Latest Disclosed Value $ 2,222,258
Bailard, Inc. reports 0.53% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 11, 2026 - Bailard, Inc. filed a 13F-HR form disclosing ownership of 9,405 shares of Lowe's Companies, Inc. (US:LOW) valued at $2,222,213 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 9,455 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.53% during the quarter. The current value of the position is $1,952,948 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)
2026-05-11 2026-03-31 13F LOWES COS COM 548661107 9,405 -50 -0.53 2,222 -2.54 0.0511
2026-02-04 2025-12-31 13F LOWES COS COM 548661107 9,455 714 8.17 2,280 3.83 0.0505
2025-10-30 2025-09-30 13F LOWES COS COM 548661107 8,741 1,042 13.53 2,197 28.57 0.0477
2025-08-08 2025-06-30 13F LOWES COS COM 548661107 7,699 -98 -1.26 1,708 -6.05 0.0398
2025-05-02 2025-03-31 13F LOWES COS COM 548661107 7,797 531 7.31 1,818 1.39 0.0469
2025-02-05 2024-12-31 13F LOWES COS COM 548661107 7,266 96 1.34 1,793 -7.62 0.0458
2024-10-30 2024-09-30 13F LOWES COS COM 548661107 7,170 1,949 37.33 1,942 68.64 0.0506
2024-07-25 2024-06-30 13F LOWES COS COM 548661107 5,221 -27 -0.51 1,151 -13.85 0.0317
2024-05-08 2024-03-31 13F LOWES COS COM 548661107 5,248 -792 -13.11 1,337 -0.60 0.0369
2024-02-02 2023-12-31 13F LOWES COS COM 548661107 6,040 -1,098 -15.38 1,344 -9.37 0.0398
2023-10-24 2023-09-30 13F LOWES COS COM 548661107 7,138 211 3.05 1,484 -5.12 0.0491
2023-07-20 2023-06-30 13F LOWES COS COM 548661107 6,927 1,560 29.07 1,563 45.67 0.0547
2023-05-08 2023-03-31 13F LOWES COS COM 548661107 5,367 42 0.79 1,073 1.23 0.0385
2023-02-02 2022-12-31 13F LOWES COS COM 548661107 5,325 -147 -2.69 1,061 3.11 0.0404
2022-10-18 2022-09-30 13F LOWES COS COM 548661107 5,472 -31 -0.56 1,028 6.97 0.0425
2022-07-27 2022-06-30 13F LOWES COS COM 548661107 5,503 -10 -0.18 961 -13.81 0.0378
2022-04-25 2022-03-31 13F LOWES COS COM 548661107 5,513 -677 -10.94 1,115 -30.31 0.0375
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 6,190 -92 -1.46 1,600 25.59 0.0510
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 6,282 750 13.56 1,274 18.73 0.0435
2021-08-13 2021-06-30 13F LOWES COS COM 548661107 5,532 1,182 27.17 1,073 29.75 0.0371
2021-05-13 2021-03-31 13F LOWES COS COM 548661107 4,350 994 29.62 827 53.43 0.0307
2021-02-03 2020-12-31 13F LOWES COS COM 548661107 3,356 249 8.01 539 4.66 0.0246
2020-11-10 2020-09-30 13F LOWES COS COM 548661107 3,107 -1,333 -30.02 515 -14.17 0.0267
2020-08-12 2020-06-30 13F LOWES COS COM 548661107 4,440 625 16.38 600 82.93 0.0335
2020-04-16 2020-03-31 13F LOWES COS COM 548661107 3,815 407 11.94 328 -19.61 0.0234
2020-01-31 2019-12-31 13F LOWES COS COM 548661107 3,408 259 8.22 408 17.92 0.0230
2019-10-18 2019-09-30 13F LOWES COS COM 548661107 3,149 285 9.95 346 19.72 0.0209
2019-07-26 2019-06-30 13F LOWES COS COM 548661107 2,864 100 3.62 289 -4.62 0.0177
2019-04-24 2019-03-31 13F LOWES COS COM 548661107 2,764 95 3.56 303 22.67 0.0188
2019-02-05 2018-12-31 13F LOWES COS COM 548661107 2,669 79 3.05 247 -16.84 0.0167
2018-11-13 2018-09-30 13F LOWES COS COM 548661107 2,590 -1,069 -29.22 297 -15.14 0.0174
2018-08-08 2018-06-30 13F LOWES COS COM 548661107 3,659 3,659 350 0.0209
2018-01-29 2017-06-30 13F/A-1 LOWES COS COM 548661107 0 -2,747 -100.00 0 -100.00
2018-01-29 2017-03-31 13F/A-1 LOWES COS COM 548661107 2,747 2,747 226 0.0188
2017-05-12 2017-03-31 13F LOWES COS COM 548661107 2,747 2,747 226 0.0189
2018-01-29 2016-09-30 13F/A-1 LOWES COS COM 548661107 0 -3,006 -100.00 0 -100.00
2018-01-29 2016-06-30 13F/A-1 LOWES COS COM 548661107 3,006 3,006 238 0.0284
2016-08-08 2016-06-30 13F LOWES COS COM 548661107 3,006 3,006 238 0.0287
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.