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

SecurityLOW / Lowe's Companies, Inc.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership8,020 shares
Latest Disclosed Value $ 1,894,966
Legacy Bridge, LLC reports 1.33% increase in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 8,020 shares of Lowe's Companies, Inc. (US:LOW) valued at $1,894,966 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 7,915 shares of Lowe's Companies, Inc.. This represents a change in shares of 1.33% during the quarter. The current value of the position is $1,665,353 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 8,020 105 1.33 1,895 -0.73 0.7227
2026-01-23 2025-12-31 13F LOWES COS COM 548661107 7,915 -65 -0.81 1,909 -4.84 0.7747
2025-11-12 2025-09-30 13F LOWES COS COM 548661107 7,980 -130 -1.60 2,005 11.45 0.8345
2025-08-06 2025-06-30 13F LOWES COS COM 548661107 8,110 -26 -0.32 1,799 -5.17 0.8540
2025-05-08 2025-03-31 13F LOWES COS COM 548661107 8,136 -69 -0.84 1,897 -6.27 1.0588
2025-01-22 2024-12-31 13F LOWES COS COM 548661107 8,205 -125 -1.50 2,025 -10.28 1.0557
2024-11-07 2024-09-30 13F LOWES COS COM 548661107 8,330 -15 -0.18 2,256 22.68 1.2150
2024-08-06 2024-06-30 13F LOWES COS COM 548661107 8,345 0 0.00 1,840 -13.46 1.0844
2024-04-25 2024-03-31 13F LOWES COS COM 548661107 8,345 -90 -1.07 2,126 13.21 1.2436
2024-01-17 2023-12-31 13F LOWES COS COM 548661107 8,435 -15 -0.18 1,877 6.89 1.2164
2023-10-11 2023-09-30 13F LOWES COS COM 548661107 8,450 100 1.20 1,756 -6.79 1.2519
2023-07-11 2023-06-30 13F LOWES COS COM 548661107 8,350 260 3.21 1,885 16.51 1.2580
2023-04-24 2023-03-31 13F LOWES COS COM 548661107 8,090 160 2.02 1,618 2.41 1.1286
2023-01-11 2022-12-31 13F LOWES COS COM 548661107 7,930 160 2.06 1,580 8.22 1.1230
2022-11-02 2022-09-30 13F LOWES COS COM 548661107 7,770 100 1.30 1,459 8.88 1.1638
2022-07-21 2022-06-30 13F LOWES COS COM 548661107 7,670 -40 -0.52 1,340 -14.05 0.9889
2022-04-28 2022-03-31 13F LOWES COS COM 548661107 7,710 0 0.00 1,559 -21.78 0.9108
2022-01-18 2021-12-31 13F LOWES COS COM 548661107 7,710 -80 -1.03 1,993 26.14 1.0382
2021-10-26 2021-09-30 13F LOWES COS COM 548661107 7,790 -540 -6.48 1,580 -2.23 0.9108
2021-08-03 2021-06-30 13F LOWES COS COM 548661107 8,330 -1,010 -10.81 1,616 -9.01 0.9140
2021-04-29 2021-03-31 13F LOWES COS COM 548661107 9,340 130 1.41 1,776 20.16 1.1492
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 9,210 495 5.68 1,478 2.28 1.0714
2020-10-19 2020-09-30 13F LOWES COS COM 548661107 8,715 390 4.68 1,445 28.44 1.3191
2020-08-04 2020-06-30 13F LOWES COS COM 548661107 8,325 60 0.73 1,125 58.23 1.2381
2020-05-01 2020-03-31 13F/A-1 LOWES COS COM 548661107 8,265 165 2.04 711 -26.70 0.8955
2020-04-09 2020-03-31 13F LOWES COS COM 548661107 8,265 165 711 901,849.3620
2020-02-04 2019-12-31 13F LOWES COS COM 548661107 8,100 450 5.88 970 15.34 0.8054
2019-10-15 2019-09-30 13F LOWES COS COM 548661107 7,650 150 2.00 841 11.10 0.8029
2019-07-11 2019-06-30 13F LOWES COS COM 548661107 7,500 30 0.40 757 -7.46 0.7302
2019-04-26 2019-03-31 13F LOWES COS COM 548661107 7,470 145 1.98 818 20.83 0.8433
2019-01-25 2018-12-31 13F LOWES COS COM 548661107 7,325 7,325 677 0.8378
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.