Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionChesapeake Wealth Management
Latest Disclosed Ownership1,994 shares
Latest Disclosed Value $ 471,142
Chesapeake Wealth Management ownership in LOW / Lowe's Companies, Inc.

On May 18, 2026 - Chesapeake Wealth Management filed a 13F-HR form disclosing ownership of 1,994 shares of Lowe's Companies, Inc. (MX:LOW) valued at $471,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,994 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% 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)
2026-05-18 2026-03-31 13F LOWES COS COM 548661107 1,994 0 0.00 471 -1.87 0.0810
2026-02-03 2025-12-31 13F LOWES COS COM 548661107 1,994 -325 -14.01 481 -17.53 0.1432
2025-11-03 2025-09-30 13F LOWES COS COM 548661107 2,319 40 1.76 583 15.25 0.1778
2025-07-28 2025-06-30 13F LOWES COS COM 548661107 2,279 0 0.00 506 -4.90 0.1686
2025-05-08 2025-03-31 13F LOWES COS COM 548661107 2,279 0 0.00 532 -5.52 0.1896
2025-01-16 2024-12-31 13F LOWES COS COM 548661107 2,279 -115 -4.80 562 -13.27 0.1929
2024-11-07 2024-09-30 13F LOWES COS COM 548661107 2,394 -94 -3.78 648 18.25 0.2212
2024-08-13 2024-06-30 13F LOWES COS COM 548661107 2,488 -32 -1.27 549 -14.51 0.1989
2024-05-07 2024-03-31 13F LOWES COS COM 548661107 2,520 -171 -6.35 642 7.19 0.2340
2024-02-12 2023-12-31 13F LOWES COS COM 548661107 2,691 -15 -0.55 599 6.41 0.2312
2023-11-16 2023-09-30 13F LOWES COS COM 548661107 2,706 -41 -1.49 562 -9.21 0.2346
2023-08-01 2023-06-30 13F LOWES COS COM 548661107 2,747 57 2.12 620 15.27 0.2444
2023-04-25 2023-03-31 13F LOWES COS COM 548661107 2,690 -80 -2.89 538 -2.54 0.2244
2023-02-23 2022-12-31 13F LOWES COS COM 548661107 2,770 -20 -0.72 552 5.15 0.2417
2022-10-28 2022-09-30 13F LOWES COS COM 548661107 2,790 -150 -5.10 524 1.95 0.2392
2022-07-21 2022-06-30 13F LOWES COS COM 548661107 2,940 -105 -3.45 514 -16.56 0.2198
2022-04-19 2022-03-31 13F LOWES COS COM 548661107 3,045 -93 -2.96 616 -24.04 0.2237
2022-02-03 2021-12-31 13F LOWES COS COM 548661107 3,138 -40 -1.26 811 25.74 0.2730
2021-10-26 2021-09-30 13F LOWES COS COM 548661107 3,178 -390 -10.93 645 -6.79 0.2306
2021-07-29 2021-06-30 13F LOWES COS COM 548661107 3,568 -560 -13.57 692 -11.85 0.2244
2021-04-26 2021-03-31 13F LOWES COS COM 548661107 4,128 -363 -8.08 785 8.88 0.2627
2021-02-05 2020-12-31 13F LOWES COS COM 548661107 4,491 77 1.74 721 -1.64 0.2456
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 4,414 0 0.00 733 22.78 0.2739
2020-08-11 2020-06-30 13F LOWES COS COM 548661107 4,414 -25 -0.56 597 56.28 0.2375
2020-04-29 2020-03-31 13F LOWES COS COM 548661107 4,439 -70 -1.55 382 -29.26 0.1765
2020-01-29 2019-12-31 13F LOWES COS COM 548661107 4,509 -216 -4.57 540 3.85 0.2081
2019-10-25 2019-09-30 13F LOWES COS COM 548661107 4,725 0 0.00 520 9.01 0.2119
2019-08-01 2019-06-30 13F LOWES COS COM 548661107 4,725 -612 -11.47 477 -18.32 0.1994
2019-04-17 2019-03-31 13F LOWES COS COM 548661107 5,337 200 3.89 584 23.21 0.2567
2019-02-06 2018-12-31 13F LOWES COS COM 548661107 5,137 -100 -1.91 474 -21.26 0.2347
2018-11-14 2018-09-30 13F LOWES COS COM 548661107 5,237 -175 -3.23 602 16.44 0.2676
2018-08-07 2018-06-30 13F LOWES COS COM 548661107 5,412 -575 -9.60 517 -1.52 0.2384
2018-06-04 2018-03-31 13F LOWES COS COM 548661107 5,987 5,987 525 0.2424
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.