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

SecurityLOW / Lowe's Companies, Inc.
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership1,766 shares
Latest Disclosed Value $ 417,270
CRA Financial Services, LLC reports 0.51% increase in ownership of LOW / Lowe's Companies, Inc.

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 1,766 shares of Lowe's Companies, Inc. (US:LOW) valued at $417,270 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,757 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.51% during the quarter. The current value of the position is $366,498 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)
2026-04-09 2026-03-31 13F LOWES COS COM 548661107 1,766 9 0.51 417 -1.42 0.0542
2026-01-16 2025-12-31 13F LOWES COS COM 548661107 1,757 -791 -31.04 424 -33.91 0.0554
2025-10-16 2025-09-30 13F LOWES COS COM 548661107 2,548 -51 -1.96 640 11.11 0.0876
2025-07-14 2025-06-30 13F LOWES COS COM 548661107 2,599 40 1.56 577 -3.36 0.0882
2025-04-16 2025-03-31 13F LOWES COS COM 548661107 2,559 235 10.11 597 4.01 0.1021
2025-01-31 2024-12-31 13F LOWES COS COM 548661107 2,324 -153 -6.18 574 -14.48 0.0984
2024-10-10 2024-09-30 13F LOWES COS COM 548661107 2,477 33 1.35 671 24.54 0.1231
2024-07-12 2024-06-30 13F LOWES COS COM 548661107 2,444 16 0.66 539 -12.94 0.1087
2024-04-17 2024-03-31 13F LOWES COS COM 548661107 2,428 -51 -2.06 618 12.16 0.1343
2024-02-01 2023-12-31 13F LOWES COS COM 548661107 2,479 -120 -4.62 552 2.04 0.1350
2023-10-13 2023-09-30 13F LOWES COS COM 548661107 2,599 150 6.12 540 -2.17 0.1487
2023-07-11 2023-06-30 13F LOWES COS COM 548661107 2,449 -30 -1.21 553 11.52 0.1494
2023-04-06 2023-03-31 13F LOWES COS COM 548661107 2,479 0 0.00 496 0.41 0.1472
2023-01-24 2022-12-31 13F LOWES COS COM 548661107 2,479 -474 -16.05 494 -11.17 0.1617
2022-10-24 2022-09-30 13F LOWES COS COM 548661107 2,953 -225 -7.08 555 0.00 0.1997
2022-07-21 2022-06-30 13F LOWES COS COM 548661107 3,178 723 29.45 555 11.90 0.1902
2022-04-15 2022-03-31 13F LOWES COS COM 548661107 2,455 -47 -1.88 496 -23.34 0.1492
2022-01-20 2021-12-31 13F LOWES COS COM 548661107 2,502 69 2.84 647 30.97 0.1923
2021-10-12 2021-09-30 13F LOWES COS COM 548661107 2,433 175 7.75 494 12.79 0.1672
2021-07-23 2021-06-30 13F LOWES COS COM 548661107 2,258 0 0.00 438 2.10 0.1523
2021-04-16 2021-03-31 13F LOWES COS COM 548661107 2,258 -25 -1.10 429 17.21 0.1660
2021-01-27 2020-12-31 13F LOWES COS COM 548661107 2,283 50 2.24 366 -1.08 0.1538
2020-10-14 2020-09-30 13F LOWES COS COM 548661107 2,233 300 15.52 370 41.76 0.1768
2020-07-22 2020-06-30 13F LOWES COS COM 548661107 1,933 1,933 261 0.1378
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.