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

SecurityLOW / Lowe's Companies, Inc.
InstitutionBOK Financial Private Wealth, Inc.
Latest Disclosed Ownership7,876 shares
Latest Disclosed Value $ 1,860,942
BOK Financial Private Wealth, Inc. reports 3.21% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - BOK Financial Private Wealth, Inc. filed a 13F-HR form disclosing ownership of 7,876 shares of Lowe's Companies, Inc. (US:LOW) valued at $1,860,941 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,137 shares of Lowe's Companies, Inc.. This represents a change in shares of -3.21% during the quarter. The current value of the position is $1,635,451 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)
2026-05-12 2026-03-31 13F LOWES COS COM 548661107 7,876 -261 -3.21 1,861 -5.20 0.1124
2026-02-06 2025-12-31 13F LOWES COS COM 548661107 8,137 -21 -0.26 1,962 -4.29 0.1201
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 8,158 -106 -1.28 2,050 11.84 0.1290
2025-08-07 2025-06-30 13F LOWES COS COM 548661107 8,264 -648 -7.27 1,834 -11.79 0.1223
2025-05-14 2025-03-31 13F LOWES COS COM 548661107 8,912 -579 -6.10 2,079 -11.27 0.1561
2025-02-07 2024-12-31 13F LOWES COS COM 548661107 9,491 -564 -5.61 2,342 -13.99 0.1701
2024-11-13 2024-09-30 13F LOWES COS COM 548661107 10,055 -665 -6.20 2,723 15.23 0.1971
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 10,720 -2 -0.02 2,363 -13.47 0.1717
2024-05-01 2024-03-31 13F LOWES COS COM 548661107 10,722 -763 -6.64 2,731 6.89 0.2034
2024-01-30 2023-12-31 13F LOWES COS COM 548661107 11,485 -905 -7.30 2,556 -0.78 0.2077
2023-10-13 2023-09-30 13F LOWES COS COM 548661107 12,390 -1,312 -9.58 2,575 -16.72 0.2253
2023-08-08 2023-06-30 13F LOWES COS COM 548661107 13,702 -2,014 -12.81 3,093 -1.59 0.2521
2023-04-24 2023-03-31 13F LOWES COS COM 548661107 15,716 245 1.58 3,143 1.95 0.2524
2023-02-02 2022-12-31 13F LOWES COS COM 548661107 15,471 -2,241 -12.65 3,082 -7.34 0.2560
2022-11-07 2022-09-30 13F/A-1 LOWES COS COM 548661107 17,712 -5,448 -23.52 3,326 -17.78 0.2994
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 23,160 -4,701 -16.87 4,045 -28.19 0.3598
2022-05-09 2022-03-31 13F LOWE'S COS COM 548661107 27,861 -253 -0.90 5,633 -22.49 0.4000
2022-02-15 2021-12-31 13F LOWE'S COS COM 548661107 28,114 1,913 7.30 7,267 36.73 0.5008
2021-11-15 2021-09-30 13F/A-1 LOWE'S COS COM 548661107 26,201 -5,415 -17.13 5,315 -13.32 0.4238
2021-08-03 2021-06-30 13F LOWE'S COS COM 548661107 31,616 944 3.08 6,132 5.13 0.4993
2021-05-12 2021-03-31 13F LOWE'S COS COM 548661107 30,672 1,254 4.26 5,833 23.53 0.5306
2021-02-01 2020-12-31 13F LOWE'S COS COM 548661107 29,418 -1,332 -4.33 4,722 -7.41 0.4497
2020-11-06 2020-09-30 13F LOWE'S COS COM 548661107 30,750 -1,331 -4.15 5,100 17.65 0.5314
2020-08-13 2020-06-30 13F LOWE'S COS COM 548661107 32,081 -3,034 -8.64 4,335 43.45 0.4536
2020-05-07 2020-03-31 13F LOWE'S COS COM 548661107 35,115 -20,840 -37.24 3,022 -54.90 0.3670
2020-02-05 2019-12-31 13F LOWE'S COS COM 548661107 55,955 55,955 6,701 0.5651
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.