Lowe's Companies, Inc.
CH ˙ BRSE ˙ US5486611073
SecurityCH:LWE / Lowe's Companies, Inc.
InstitutionCX Institutional
Latest Disclosed Ownership31,134 shares
Latest Disclosed Value $ 7,356
CX Institutional reports 0.78% decrease in ownership of LWE / Lowe's Companies, Inc.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 31,134 shares of Lowe's Companies, Inc. (CH:LWE) valued at $7,356 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 31,380 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.78% during the quarter.

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)
2026-04-06 2026-03-31 13F LOWE'S COS COM 548661107 31,134 -246 -0.78 7 0.00 0.2244
2026-02-02 2025-12-31 13F LOWE'S COS COM 548661107 31,380 4,711 17.66 8 16.67 0.2257
2025-10-23 2025-09-30 13F LOWE'S COS COM 548661107 26,669 911 3.54 7 20.00 0.2035
2025-07-16 2025-06-30 13F/A-1 LOWE'S COS COM 548661107 25,758 3,410 15.26 6 0.00 0.1993
2025-07-11 2025-06-30 13F LOWE'S COS COM 548661107 25,758 3,410 6 0.1984
2025-04-15 2025-03-31 13F LOWE'S COS COM 548661107 22,348 398 1.81 5 -99.91 0.1967
2025-01-21 2024-12-31 13F LOWES COS COM 548661107 21,950 2,407 12.32 5,417 2.34 0.2151
2024-10-11 2024-09-30 13F LOWES COS COM 548661107 19,543 -17,576 -47.35 5,293 -35.32 0.2350
2024-07-11 2024-06-30 13F LOWES COS COM 548661107 37,119 733 2.01 8,183 -11.71 0.3841
2024-04-15 2024-03-31 13F Lowe's Companies COM 548661107 36,386 10,870 42.60 9,268 63.23 0.4467
2024-01-12 2023-12-31 13F LOWES COS COM 548661107 25,516 -3,314 -11.49 5,679 -5.22 0.3036
2023-10-18 2023-09-30 13F Lowe's Companies COM 548661107 28,830 25,198 693.78 5,992 631.50 0.3300
2023-07-26 2023-06-30 13F LOWE'S COMPANIES INC COM COM 548661107 3,632 1,512 71.32 820 90.02 0.0425
2023-05-04 2023-03-31 13F LOWES COS COM 548661107 2,120 -510 -19.39 431 -17.75 0.0230
2023-02-03 2022-12-31 13F LOWE'S COMPANIES INC COM COM 548661107 2,630 10 0.38 524 6.50 0.0318
2022-11-04 2022-09-30 13F LOWES COS COM 548661107 2,620 1,072 69.25 492 82.22 0.0342
2022-08-02 2022-06-30 13F LOWE'S COS COM 548661107 1,548 -767 -33.13 270 -42.31 0.0204
2022-05-09 2022-03-31 13F LOWES COS COM 548661107 2,315 212 10.08 468 -13.97 0.0375
2022-01-18 2021-12-31 13F LOWES COS COM 548661107 2,103 -7,669 -78.48 544 -72.55 0.0433
2021-11-10 2021-09-30 13F LOWE'S COS COM 548661107 9,772 8,058 470.13 1,982 496.99 0.1619
2021-08-04 2021-06-30 13F LOWE'S COS COM 548661107 1,714 322 23.13 332 25.28 0.0273
2021-04-15 2021-03-31 13F LOWE'S COS COM 548661107 1,392 108 8.41 265 28.64 0.0237
2021-01-12 2020-12-31 13F LOWE'S COS COM 548661107 1,284 -75 -5.52 206 -8.44 0.0198
2020-10-13 2020-09-30 13F LOWE'S COS COM 548661107 1,359 -18,243 -93.07 225 -91.49 0.0243
2020-08-06 2020-06-30 13F LOWE'S COS COM 548661107 19,602 2,755 16.35 2,643 82.28 0.3473
2020-04-29 2020-03-31 13F LOWE'S COS COM 548661107 16,847 16,483 4,528.30 1,450 3,195.45 0.2365
2020-01-21 2019-12-31 13F LOWE'S COS COM 548661107 364 123 51.04 44 62.96 0.0077
2019-10-10 2019-09-30 13F LOWE'S COS COM 548661107 241 4 1.69 27 12.50 0.0044
2019-07-17 2019-06-30 13F LOWE'S COS COM 548661107 237 47 24.74 24 14.29 0.0038
2019-04-03 2019-03-31 13F LOWE'S COS COM 548661107 190 155 442.86 21 600.00 0.0037
2019-01-14 2018-12-31 13F LOWE'S COS COM 548661107 35 35 3 0.0006
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.