Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSummitry Llc
Latest Disclosed Ownership364,841 shares
Latest Disclosed Value $ 86,204,526
Summitry Llc reports 0.70% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 22, 2026 - Summitry Llc filed a 13F-HR/A form disclosing ownership of 364,841 shares of Lowe's Companies, Inc. (MX:LOW) valued at $86,204,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 367,404 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.70% 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)
2026-05-22 2026-03-31 13F/A-1 LOWES COS COM 548661107 364,841 -2,563 -0.70 86,205 -2.71 3.0412
2026-05-11 2026-03-31 13F LOWES COS COM 548661107 366,021 -1,383 86,484 3.7764
2026-02-09 2025-12-31 13F LOWES COS COM 548661107 367,404 9,521 2.66 88,603 -1.49 3.6919
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 357,883 8,448 2.42 89,940 16.01 3.7998
2025-08-08 2025-06-30 13F LOWES COS COM 548661107 349,435 12,912 3.84 77,529 -1.22 3.5102
2025-05-13 2025-03-31 13F LOWES COS COM 548661107 336,523 42,111 14.30 78,487 8.02 3.9669
2025-02-12 2024-12-31 13F LOWES COS COM 548661107 294,412 5,813 2.01 72,661 -7.05 3.5596
2024-11-07 2024-09-30 13F LOWES COS COM 548661107 288,599 3,994 1.40 78,167 24.58 3.7330
2024-08-09 2024-06-30 13F LOWES COS COM 548661107 284,605 9,831 3.58 62,744 -10.36 3.2409
2024-05-06 2024-03-31 13F LOWES COS COM 548661107 274,774 8,773 3.30 69,993 18.24 3.6710
2024-02-07 2023-12-31 13F LOWES COS COM 548661107 266,001 5,347 2.05 59,199 9.27 3.4357
2023-11-06 2023-09-30 13F LOWES COS COM 548661107 260,654 3,517 1.37 54,174 -6.65 3.5618
2023-08-08 2023-06-30 13F LOWES COS COM 548661107 257,137 3,602 1.42 58,036 14.47 3.6659
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 253,535 1,481 0.59 50,699 0.96 3.4056
2023-02-10 2022-12-31 13F LOWES COS COM 548661107 252,054 -105,830 -29.57 50,219 -25.28 3.6932
2022-11-09 2022-09-30 13F LOWES COS COM 548661107 357,884 -3,468 -0.96 67,214 6.49 5.0738
2022-08-09 2022-06-30 13F LOWES COS COM 548661107 361,352 -10,068 -2.71 63,117 -15.95 4.6110
2022-05-09 2022-03-31 13F LOWES COS COM 548661107 371,420 -16,572 -4.27 75,097 -25.12 4.4539
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 387,992 -8,800 -2.22 100,288 24.59 5.8577
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 396,792 3,936 1.00 80,493 5.63 5.0315
2021-08-13 2021-06-30 13F LOWES COS COM 548661107 392,856 1,984 0.51 76,202 2.51 4.7234
2021-05-12 2021-03-31 13F LOWES COS COM 548661107 390,872 6,555 1.71 74,336 20.51 4.7800
2021-02-05 2020-12-31 13F LOWES COS COM 548661107 384,317 91,786 31.38 61,687 27.14 4.5155
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 292,531 -117,201 -28.60 48,519 -12.36 3.9056
2020-08-07 2020-06-30 13F LOWES COS COM 548661107 409,732 -11,358 -2.70 55,363 52.79 4.5833
2020-05-08 2020-03-31 13F LOWES COS COM 548661107 421,090 52,607 14.28 36,235 -17.89 3.3208
2020-02-07 2019-12-31 13F LOWES COS COM 548661107 368,483 165,538 81.57 44,129 97.75 3.5505
2019-11-05 2019-09-30 13F LOWES COS COM 548661107 202,945 200,445 8,017.80 22,316 8,755.56 1.7615
2019-08-13 2019-06-30 13F LOWES COS COM 548661107 2,500 0 0.00 252 -8.03 0.0207
2019-05-13 2019-03-31 13F LOWES COS COM 548661107 2,500 0 0.00 274 18.61 0.0238
2019-02-08 2018-12-31 13F LOWES COS COM 548661107 2,500 0 0.00 231 -19.51 0.0226
2018-11-09 2018-09-30 13F LOWES COS COM 548661107 2,500 0 0.00 287 20.08 0.0245
2018-08-09 2018-06-30 13F LOWES COS COM 548661107 2,500 0 0.00 239 9.13 0.0222
2018-05-10 2018-03-31 13F LOWES COS COM 548661107 2,500 -300 -10.71 219 -15.77 0.0202
2018-02-12 2017-12-31 13F LOWES COS COM 548661107 2,800 0 0.00 260 16.07 0.0236
2017-11-02 2017-09-30 13F LOWES COS COM 548661107 2,800 2,800 224 0.0208
2017-08-11 2017-06-30 13F LOWES COS COM 548661107 0 -2,500 -100.00 0 -100.00
2017-05-12 2017-03-31 13F LOWES COS COM 548661107 2,500 2,500 206 0.0198
2017-02-14 2016-12-31 13F LOWES COS COM 548661107 0 -8,300 -100.00 0 -100.00
2016-11-09 2016-09-30 13F LOWES COS COM 548661107 8,300 -37 -0.44 599 -9.24 0.0601
2016-08-10 2016-06-30 13F LOWES COS COM 548661107 8,337 37 0.45 660 4.93 0.0680
2016-05-12 2016-03-31 13F LOWES COS COM 548661107 8,300 0 0.00 629 -0.32 0.0673
2016-02-09 2015-12-31 13F LOWES COS COM 548661107 8,300 0 0.00 631 10.31 0.0667
2015-11-10 2015-09-30 13F LOWES COS COM 548661107 8,300 0 0.00 572 2.88 0.0662
2015-08-06 2015-06-30 13F LOWES COS COM 548661107 8,300 0 0.00 556 -9.89 0.0634
2015-05-05 2015-03-31 13F LOWES COS COM 548661107 8,300 0 0.00 617 8.06 0.0721
2015-02-11 2014-12-31 13F LOWES COS COM 548661107 8,300 -131 -1.55 571 28.03 0.0631
2014-10-30 2014-09-30 13F LOWES COS COM 548661107 8,431 131 1.58 446 12.06 0.0553
2014-07-28 2014-06-30 13F LOWES COS COM 548661107 8,300 0 0.00 398 -1.97 0.0506
2014-05-09 2014-03-31 13F LOWES COS COM 548661107 8,300 -375 -4.32 406 -5.58 0.0524
2014-02-12 2013-12-31 13F/A-1 LOWES COS COM 548661107 8,675 -600 -6.47 430 -2.71 0.0567
2014-02-10 2013-12-31 13F LOWES COS COM 548661107 7,215 214
2013-10-24 2013-09-30 13F LOWES COS COM 548661107 9,275 -266,341 -96.63 442 -96.08 0.0670
2013-07-30 2013-06-30 13F LOWES COS COM 548661107 275,616 275,616 11,273 1.7684
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.