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

SecurityLOW / Lowe's Companies, Inc.
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership1,363 shares
Latest Disclosed Value $ 322,107
GM Advisory Group, Inc. reports 1.04% increase in ownership of LOW / Lowe's Companies, Inc.

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 1,363 shares of Lowe's Companies, Inc. (US:LOW) valued at $322,050 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,349 shares of Lowe's Companies, Inc.. This represents a change in shares of 1.04% during the quarter. The current value of the position is $283,027 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F Lowe's Companies Com 548661107 1,363 14 1.04 322 -0.92 0.0119
2026-02-13 2025-12-31 13F Lowe's Companies COM 548661107 1,349 63 4.90 325 0.62 0.0127
2025-11-19 2025-09-30 13F LOWES COS COM 548661107 1,286 118 10.10 323 24.71 0.0137
2025-08-13 2025-06-30 13F LOWES COS COM 548661107 1,168 176 17.74 259 12.12 0.0128
2025-05-14 2025-03-31 13F LOWES COS COM 548661107 992 24 2.48 231 -2.94 0.0125
2025-02-11 2024-12-31 13F LOWES COS COM 548661107 968 -115 -10.62 239 -18.77 0.0132
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 1,083 -50 -4.41 293 17.67 0.0176
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 1,133 8 0.71 250 -12.94 0.0161
2024-05-09 2024-03-31 13F LOWES COS COM 548661107 1,125 -471 -29.51 287 -19.44 0.0201
2024-02-12 2023-12-31 13F LOWES COS COM 548661107 1,596 150 10.37 355 18.33 0.0268
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 1,446 0 0.00 301 -7.98 0.0246
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 1,446 -300 -17.18 326 -6.59 0.0270
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 1,746 550 45.99 349 46.64 0.0318
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 1,196 1,196 238 0.0254
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 0 -1,548 -100.00 0 -100.00
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 1,548 -141 -8.35 270 -20.82 0.0421
2022-05-13 2022-03-31 13F LOWES COS COM 548661107 1,689 -123 -6.79 341 -27.14 0.0406
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 1,812 140 8.37 468 38.05 0.0417
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 1,672 386 30.02 339 36.14 0.0342
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 1,286 1,286 249 0.0255
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.