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

SecurityLOW / Lowe's Companies, Inc.
InstitutionLegacy Private Trust Co.
Latest Disclosed Ownership26,820 shares
Latest Disclosed Value $ 6,337,028
Legacy Private Trust Co. reports 3.78% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 7, 2026 - Legacy Private Trust Co. filed a 13F-HR form disclosing ownership of 26,820 shares of Lowe's Companies, Inc. (US:LOW) valued at $6,337,030 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 27,874 shares of Lowe's Companies, Inc.. This represents a change in shares of -3.78% during the quarter. The current value of the position is $5,569,173 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)
2026-04-07 2026-03-31 13F LOWES COS COM 548661107 26,820 -1,054 -3.78 6,337 -5.73 0.2157
2026-01-08 2025-12-31 13F LOWES COS COM 548661107 27,874 99 0.36 6,722 -3.70 0.3945
2025-10-08 2025-09-30 13F LOWES COS COM 548661107 27,775 -809 -2.83 6,980 10.08 0.4161
2025-07-08 2025-06-30 13F LOWES COS COM 548661107 28,584 -1,135 -3.82 6,342 -8.51 0.4097
2025-04-04 2025-03-31 13F LOWES COS COM 548661107 29,719 -1,458 -4.68 6,931 -9.92 0.4764
2025-01-08 2024-12-31 13F LOWES COS COM 548661107 31,177 -113 -0.36 7,694 -9.20 0.5034
2024-10-07 2024-09-30 13F LOWES COS COM 548661107 31,290 -166 -0.53 8,475 22.21 0.5697
2024-07-12 2024-06-30 13F LOWES COS COM 548661107 31,456 248 0.79 6,935 -12.77 0.4927
2024-04-10 2024-03-31 13F LOWES COS COM 548661107 31,208 -411 -1.30 7,950 12.98 0.5812
2024-01-10 2023-12-31 13F LOWES COS COM 548661107 31,619 -826 -2.55 7,037 4.35 0.5595
2023-10-11 2023-09-30 13F LOWES COS COM 548661107 32,445 -486 -1.48 6,743 -9.27 0.5805
2023-07-07 2023-06-30 13F LOWES COS COM 548661107 32,931 -1,276 -3.73 7,433 8.65 0.6146
2023-04-12 2023-03-31 13F LOWES COS COM 548661107 34,207 -1,835 -5.09 6,840 -4.75 0.5833
2023-01-19 2022-12-31 13F/A-1 LOWES COS COM 548661107 36,042 -2,695 -6.96 7,181 -1.29 0.6491
2023-01-06 2022-12-31 13F LOWES COS COM 548661107 36,042 -2,695 7 0.3671
2022-10-06 2022-09-30 13F LOWES COS COM 548661107 38,737 -4,893 -11.21 7,275 -4.54 0.6904
2022-07-07 2022-06-30 13F LOWES COS COM 548661107 43,630 1,350 3.19 7,621 -10.86 0.6822
2022-04-11 2022-03-31 13F LOWES COS COM 548661107 42,280 -1,205 -2.77 8,549 -23.94 0.6636
2022-01-12 2021-12-31 13F LOWES COS COM 548661107 43,485 -40 -0.09 11,240 27.29 0.8434
2021-10-12 2021-09-30 13F LOWES COS COM 548661107 43,525 4,285 10.92 8,830 16.00 0.7145
2021-07-09 2021-06-30 13F LOWES COS COM 548661107 39,240 -88 -0.22 7,612 1.78 0.6417
2021-04-09 2021-03-31 13F LOWES COS COM 548661107 39,328 829 2.15 7,479 21.02 0.6744
2021-01-12 2020-12-31 13F LOWES COS COM 548661107 38,499 -2,043 -5.04 6,180 -8.10 0.5839
2020-10-14 2020-09-30 13F LOWES COS COM 548661107 40,542 535 1.34 6,725 24.40 0.6946
2020-07-09 2020-06-30 13F LOWES COS COM 548661107 40,007 1,441 3.74 5,406 62.93 0.5956
2020-04-23 2020-03-31 13F LOWES COS COM 548661107 38,566 2,739 7.65 3,318 -22.66 0.4307
2020-01-14 2019-12-31 13F LOWES COS COM 548661107 35,827 5,649 18.72 4,290 29.26 0.4488
2019-10-10 2019-09-30 13F LOWES COS COM 548661107 30,178 19,891 193.36 3,319 219.75 0.3712
2019-07-18 2019-06-30 13F LOWES COS COM 548661107 10,287 6,380 163.30 1,038 142.52 0.1181
2019-04-11 2019-03-31 13F LOWES COS COM 548661107 3,907 -2,029 -34.18 428 -21.90 0.0508
2019-01-16 2018-12-31 13F LOWES COS COM 548661107 5,936 -934 -13.60 548 -30.54 0.0708
2018-10-10 2018-09-30 13F LOWES COS COM 548661107 6,870 -307 -4.28 789 15.01 0.0892
2018-07-13 2018-06-30 13F LOWES COS COM 548661107 7,177 -4,236 -37.12 686 -31.47 0.0818
2018-04-13 2018-03-31 13F LOWES COS COM 548661107 11,413 5,066 79.82 1,001 69.66 0.1169
2018-01-16 2017-12-31 13F LOWES COS COM 548661107 6,347 -60 -0.94 590 15.23 0.0689
2017-10-13 2017-09-30 13F LOWES COS COM 548661107 6,407 -4,480 -41.15 512 -39.34 0.0623
2017-07-14 2017-06-30 13F LOWES COS COM 548661107 10,887 640 6.25 844 0.24 0.1068
2017-04-11 2017-03-31 13F 1LOWES COS COM 548661107 10,247 -1,930 -15.85 842 -2.77 0.1082
2017-01-12 2016-12-31 13F LOWES COS COM 548661107 12,177 -63,150 -83.83 866 -84.08 0.1176
2016-10-12 2016-09-30 13F LOWES COS COM 548661107 75,327 -8,684 -10.34 5,439 -18.22 0.7393
2016-07-13 2016-06-30 13F LOWES COS COM 548661107 84,011 19,099 29.42 6,651 35.27 0.9670
2016-04-21 2016-03-31 13F LOWES COS COM 548661107 64,912 -391 -0.60 4,917 -0.99 0.7416
2016-01-12 2015-12-31 13F LOWES COS COM 548661107 65,303 15,087 30.04 4,966 43.48 0.7548
2015-10-09 2015-09-30 13F LOWES COS COM 548661107 50,216 21,003 71.90 3,461 76.94 0.5468
2015-07-15 2015-06-30 13F LOWES COS COM 548661107 29,213 8,150 38.69 1,956 24.82 0.2948
2015-04-13 2015-03-31 13F LOWES COS COM 548661107 21,063 6,733 46.99 1,567 58.92 0.2299
2015-01-16 2014-12-31 13F LOWES COS COM 548661107 14,330 14,330 986 0.1446
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.