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

SecurityLOW / Lowe's Companies, Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership6,821 shares
Latest Disclosed Value $ 1,611,703
Wealth Alliance reports 7.41% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 6,821 shares of Lowe's Companies, Inc. (US:LOW) valued at $1,611,666 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,367 shares of Lowe's Companies, Inc.. This represents a change in shares of -7.41% during the quarter. The current value of the position is $1,416,381 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 6,821 -546 -7.41 1,612 -9.29 0.1592
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 7,367 18 0.24 1,777 -3.79 0.1739
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 7,349 -88 -1.18 1,847 11.88 0.1900
2025-08-08 2025-06-30 13F LOWES COS COM 548661107 7,437 530 7.67 1,650 2.48 0.1843
2025-05-05 2025-03-31 13F LOWES COS COM 548661107 6,907 -11 -0.16 1,611 -5.68 0.1949
2025-02-03 2024-12-31 13F LOWES COS COM 548661107 6,918 -69 -0.99 1,707 -9.78 0.2042
2024-11-04 2024-09-30 13F LOWES COS COM 548661107 6,987 -112 -1.58 1,892 20.97 0.2260
2024-08-09 2024-06-30 13F LOWES COS COM 548661107 7,099 -131 -1.81 1,565 -15.05 0.2021
2024-05-10 2024-03-31 13F LOWES COS COM 548661107 7,230 -655 -8.31 1,842 4.96 0.2416
2024-01-30 2023-12-31 13F LOWES COS COM 548661107 7,885 -450 -5.40 1,755 1.27 0.2460
2023-11-09 2023-09-30 13F LOWES COS COM 548661107 8,335 -227 -2.65 1,732 -10.35 0.2732
2023-08-02 2023-06-30 13F LOWES COS COM 548661107 8,562 -277 -3.13 1,933 9.34 0.2889
2023-05-11 2023-03-31 13F LOWES COS COM 548661107 8,839 2,374 36.72 1,768 37.19 0.2863
2023-02-13 2022-12-31 13F LOWES COMPANIES INC COM USD0.50 Stock 548661107 6,465 -126 -1.91 1,288 4.04 0.2287
2022-11-14 2022-09-30 13F LOWES COMPANIES INC COM USD0.50 Stock 548661107 6,591 -127 -1.89 1,238 5.45 0.2443
2022-10-11 2022-06-30 13F/A-1 LOWES COMPANIES INC COM USD0.50 Stock 548661107 6,718 6,615 6,422.33 1,174 5,490.48 0.2253
2022-08-15 2022-06-30 13F LOWES COMPANIES INC COM USD0.50 Stock 548661107 6,718 6,615 1,174 0.1428
2022-05-10 2022-03-31 13F LOWES COMPANIES INC COM USD0.50 Stock 548661107 103 -6,505 -98.44 21 -98.77 0.0030
2022-05-10 2022-03-31 13F LOWES COMPANIES INC COM USD0.50 Stock 548661107 5,161 1,044
2022-02-14 2021-12-31 13F LOWES COMPANIES INC COM USD0.50 Stock 548661107 6,608 -371 -5.32 1,708 20.62 0.3434
2021-11-12 2021-09-30 13F LOWES COMPANIES INC COM USD0.50 Stock 548661107 6,979 62 0.90 1,416 5.51 0.3180
2021-08-16 2021-06-30 13F LOWES COMPANIES INC COM USD0.50 Stock 548661107 6,917 -251 -3.50 1,342 -1.54 0.3160
2021-05-18 2021-03-31 13F LOWES COMPANIES INC COM USD0.50 Stock 548661107 7,168 -1,545 -17.73 1,363 -2.50 0.3818
2021-02-11 2020-12-31 13F LOWES COS INC COM Stock 548661107 8,713 710 8.87 1,398 5.35 0.4119
2020-12-01 2020-09-30 13F/A-1 LOWES COS INC COM Stock 548661107 8,003 -599 -6.96 1,327 14.20 0.4770
2020-11-13 2020-09-30 13F LOWES COS INC COM Stock 548661107 8,003 -599 1,327 390,318.2255
2020-08-14 2020-06-30 13F LOWES COS INC COM Stock 548661107 8,602 949 12.40 1,162 76.33 0.4591
2020-05-15 2020-03-31 13F LOWES COS INC COM Stock 548661107 7,653 7,653 659 0.3553
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.