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

SecurityLOW / Lowe's Companies, Inc.
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership23,769 shares
Latest Disclosed Value $ 5,616,250
Summit Trail Advisors, Llc reports 24.39% increase in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 23,769 shares of Lowe's Companies, Inc. (US:LOW) valued at $5,616,139 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,108 shares of Lowe's Companies, Inc.. This represents a change in shares of 24.39% during the quarter. The current value of the position is $4,935,633 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 23,769 4,661 24.39 5,616 21.88 0.0805
2026-02-17 2025-12-31 13F LOWES COS COM 548661107 19,108 220 1.16 4,608 -2.91 0.0797
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 18,888 4,994 35.94 4,747 53.99 0.0655
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 13,894 13,894 3,083 0.0529
2025-01-29 2024-12-31 13F LOWES COS COM 548661107 0 -12,934 -100.00 0 -100.00
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 12,934 2,763 27.17 3,503 56.24 0.0868
2024-08-13 2024-06-30 13F Lowes Cos Inc Com COM 548661107 10,171 2,827 38.49 2,242 19.89 0.0589
2024-04-23 2024-03-31 13F LOWES COS COM 548661107 7,344 736 11.14 1,871 27.21 0.0497
2024-02-06 2023-12-31 13F LOWES COS COM 548661107 6,608 143 2.21 1,471 9.46 0.0487
2023-10-30 2023-09-30 13F LOWES COS COM 548661107 6,465 521 8.77 1,344 0.15 0.0494
2023-07-25 2023-06-30 13F LOWES COS COM 548661107 5,944 1,755 41.90 1,342 60.22 0.0506
2023-05-04 2023-03-31 13F LOWES COS COM 548661107 4,189 1,044 33.20 838 33.71 0.0337
2023-02-07 2022-12-31 13F Lowes Cos Inc Com COM 548661107 3,145 -108 -3.32 627 2.45 0.0278
2022-11-10 2022-09-30 13F Lowes Cos Inc Com Stock 548661107 3,253 197 6.45 611 14.42 0.0330
2022-08-09 2022-06-30 13F Lowes Cos Inc Com COM 548661107 3,056 7 0.23 534 -13.31 0.0330
2022-05-16 2022-03-31 13F Lowes Cos Inc Com EQUITY 548661107 3,049 827 37.22 616 7.32 0.0498
2022-02-11 2021-12-31 13F Lowes Cos Inc Com Equity 548661107 2,222 469 26.75 574 61.24 0.0370
2021-11-16 2021-09-30 13F Lowes Cos Inc Com COM 548661107 1,753 239 15.79 356 21.09 0.0267
2021-08-16 2021-06-30 13F Lowes Cos Inc Com Equity 548661107 1,514 15 1.00 294 3.16 0.0258
2021-05-17 2021-03-31 13F LOWES COS Equity 548661107 1,499 -1,105 -42.43 285 -30.66 0.0307
2020-11-16 2020-09-30 13F/A-1 Lowes Cos Inc Com Equity 548661107 2,604 2,604 411 0.0795
2018-08-10 2018-06-30 13F LOWES COS INC COM EQUITY 548661107 0 -5,790 -100.00 0 -100.00
2018-05-22 2018-03-31 13F/A-1 LOWES COS INC COM EQUITY 548661107 5,790 577 11.07 431 -21.35 0.0731
2018-05-21 2018-03-31 13F LOWES COS INC COM EQUITY 548661107 430,600 425,387 431
2018-02-14 2017-12-31 13F LOWES COS INC COM EQUITY 548661107 5,213 5,213 548 0.0692
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.