Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership5,231 shares
Latest Disclosed Value $ 1,236,216
Buckley Wealth Management, LLC reports 9.14% increase in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 5,231 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,236,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,793 shares of Lowe's Companies, Inc.. This represents a change in shares of 9.14% 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)
2026-05-13 2026-03-31 13F LOWES COS COM 548661107 5,231 438 9.14 1,236 7.01 0.3155
2026-02-12 2025-12-31 13F LOWES COS COM 548661107 4,793 -9 -0.19 1,156 -4.23 0.3065
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 4,802 -5,281 -52.38 1,207 -46.09 0.3304
2025-08-11 2025-06-30 13F LOWES COS COM 548661107 10,083 -113 -1.11 2,237 -5.93 0.6695
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 10,196 173 1.73 2,378 -3.84 0.7398
2025-02-10 2024-12-31 13F LOWES COS COM 548661107 10,023 34 0.34 2,474 -8.58 0.7573
2024-10-18 2024-09-30 13F LOWES COS COM 548661107 9,989 524 5.54 2,706 29.67 0.8334
2024-07-24 2024-06-30 13F LOWES COS COM 548661107 9,465 3 0.03 2,087 -13.44 0.6613
2024-04-16 2024-03-31 13F LOWES COS COM 548661107 9,462 -234 -2.41 2,410 11.73 0.7729
2024-01-18 2023-12-31 13F LOWES COS COM 548661107 9,696 -157 -1.59 2,158 5.37 0.7491
2023-10-13 2023-09-30 13F LOWES COS COM 548661107 9,853 -1,290 -11.58 2,048 -18.61 0.7662
2023-07-12 2023-06-30 13F LOWES COS COM 548661107 11,143 1,193 11.99 2,515 26.45 0.8554
2023-04-14 2023-03-31 13F LOWES COS COM 548661107 9,950 -248 -2.43 1,990 -2.07 0.7327
2023-02-10 2022-12-31 13F LOWES COS COM 548661107 10,198 -887 -8.00 2,032 -2.45 0.7395
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 11,085 -1,529 -12.12 2,082 -5.49 0.7674
2022-08-04 2022-06-30 13F LOWES COS COM 548661107 12,614 308 2.50 2,203 -11.45 0.7089
2022-05-06 2022-03-31 13F LOWES COS COM 548661107 12,306 1,419 13.03 2,488 -11.58 0.6735
2022-02-02 2021-12-31 13F LOWES COS COM 548661107 10,887 1,414 14.93 2,814 46.41 0.8215
2021-11-09 2021-09-30 13F LOWES COS COM 548661107 9,473 375 4.12 1,922 8.90 0.6215
2021-07-27 2021-06-30 13F LOWES COS COM 548661107 9,098 -520 -5.41 1,765 -3.50 0.6055
2021-04-30 2021-03-31 13F LOWES COS COM 548661107 9,618 -298 -3.01 1,829 14.89 0.6780
2021-01-20 2020-12-31 13F LOWES COS COM 548661107 9,916 117 1.19 1,592 -2.03 0.6528
2020-10-19 2020-09-30 13F LOWES COS COM 548661107 9,799 801 8.90 1,625 33.63 0.7294
2020-07-15 2020-06-30 13F LOWES COS COM 548661107 8,998 2,513 38.75 1,216 117.92 0.5515
2020-04-10 2020-03-31 13F LOWES COS COM 548661107 6,485 1,632 33.63 558 -3.96 0.3028
2020-01-16 2019-12-31 13F LOWES COS COM 548661107 4,853 -272 -5.31 581 3.01 0.2637
2019-10-11 2019-09-30 13F LOWES COS COM 548661107 5,125 -821 -13.81 564 -6.00 0.2761
2019-07-19 2019-06-30 13F LOWES COS COM 548661107 5,946 134 2.31 600 -5.66 0.2808
2019-04-11 2019-03-31 13F LOWES COS COM 548661107 5,812 -453 -7.23 636 9.84 0.3012
2019-02-01 2018-12-31 13F LOWES COS COM 548661107 6,265 276 4.61 579 -15.84 0.2985
2018-10-25 2018-09-30 13F LOWES COS COM 548661107 5,989 45 0.76 688 21.13 0.3005
2018-07-31 2018-06-30 13F LOWES COS COM 548661107 5,944 304 5.39 568 14.75 0.2686
2018-05-08 2018-03-31 13F LOWES COS COM 548661107 5,640 58 1.04 495 -4.62 0.2447
2018-02-07 2017-12-31 13F LOWES COS COM 548661107 5,582 5,582 519 0.2603
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.