Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership256,765 shares
Latest Disclosed Value $ 60,668,534
Modera Wealth Management, LLC reports 7.16% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 256,765 shares of Lowe's Companies, Inc. (MX:LOW) valued at $60,668,534 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 276,580 shares of Lowe's Companies, Inc.. This represents a change in shares of -7.16% 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)
2026-05-06 2026-03-31 13F LOWES COS COM 548661107 256,765 -19,815 -7.16 60,669 -9.04 0.7270
2026-01-21 2025-12-31 13F LOWES COS COM 548661107 276,580 -1,212 -0.44 66,700 -4.46 0.7715
2025-10-31 2025-09-30 13F LOWES COS COM 548661107 277,792 -2,242 -0.80 69,812 12.36 0.8089
2025-08-06 2025-06-30 13F LOWES COS COM 548661107 280,034 -3,661 -1.29 62,131 -6.10 0.7692
2025-05-08 2025-03-31 13F LOWES COS COM 548661107 283,695 -4,803 -1.66 66,166 -7.07 0.8951
2025-02-06 2024-12-31 13F LOWES COS COM 548661107 288,498 -2,191 -0.75 71,201 -9.57 0.8597
2024-10-24 2024-09-30 13F LOWES COS COM 548661107 290,689 -7,472 -2.51 78,733 19.78 1.0020
2024-07-29 2024-06-30 13F LOWES COS COM 548661107 298,161 -7,987 -2.61 65,733 -15.71 0.9685
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 306,148 -21,700 -6.62 77,985 6.88 1.1878
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 327,848 14,390 4.59 72,963 11.99 1.2071
2023-11-30 2023-09-30 13F/A-1 LOWES COS COM 548661107 313,458 -5,390 -1.69 65,149 -9.47 1.2281
2023-11-01 2023-09-30 13F LOWES COS COM 548661107 313,458 -5,390 65,149 1.2281
2023-08-07 2023-06-30 13F LOWES COS COM 548661107 318,848 303,575 1,987.66 71,964 2,256.35 1.3065
2023-05-05 2023-03-31 13F LOWES COS COM 548661107 15,273 -10 -0.07 3,054 0.33 0.1185
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 15,283 267 1.78 3,045 7.94 0.1238
2022-11-01 2022-09-30 13F LOWES COS COM 548661107 15,016 -60 -0.40 2,820 7.10 0.1428
2022-07-27 2022-06-30 13F LOWES COS COM 548661107 15,076 -26 -0.17 2,633 -13.76 0.1254
2022-05-03 2022-03-31 13F LOWES COS COM 548661107 15,102 -1,141 -7.02 3,053 -27.27 0.1351
2022-02-04 2021-12-31 13F LOWES COS COM 548661107 16,243 1,233 8.21 4,198 37.87 0.1603
2021-11-04 2021-09-30 13F LOWES COS COM 548661107 15,010 0 0.00 3,045 4.60 0.1563
2021-08-02 2021-06-30 13F LOWES COS COM 548661107 15,010 67 0.45 2,911 2.43 0.1571
2021-04-29 2021-03-31 13F LOWES COS COM 548661107 14,943 1,052 7.57 2,842 27.44 0.1847
2021-02-11 2020-12-31 13F LOWES COS COM 548661107 13,891 39 0.28 2,230 -2.92 0.1769
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 13,852 1 0.01 2,297 22.70 0.3407
2020-08-12 2020-06-30 13F LOWES COS COM 548661107 13,851 -1,024 -6.88 1,872 46.25 0.2988
2020-05-12 2020-03-31 13F LOWES COS COM 548661107 14,875 11,021 285.96 1,280 177.66 0.2684
2020-02-05 2019-12-31 13F LOWES COS COM 548661107 3,854 123 3.30 461 12.44 0.0720
2019-11-12 2019-09-30 13F LOWES COS COM 548661107 3,731 2 0.05 410 9.04 0.0681
2019-08-07 2019-06-30 13F LOWES COS COM 548661107 3,729 2 0.05 376 -7.84 0.0686
2019-05-13 2019-03-31 13F LOWES COS COM 548661107 3,727 3 0.08 408 18.60 0.0764
2019-02-14 2018-12-31 13F LOWES COS COM 548661107 3,724 2 0.05 344 -19.44 0.0678
2018-11-09 2018-09-30 13F LOWES COS COM 548661107 3,722 127 3.53 427 24.13 0.0865
2018-08-09 2018-06-30 13F LOWES COS COM 548661107 3,595 -44 -1.21 344 7.84 0.0725
2018-05-10 2018-03-31 13F LOWES COS COM 548661107 3,639 3 0.08 319 -5.62 0.0662
2018-02-05 2017-12-31 13F LOWES COS COM 548661107 3,636 -193 -5.04 338 10.46 0.0729
2017-11-14 2017-09-30 13F Lowe's Companies COM 548661107 3,829 -185 -4.61 306 -1.61 0.0689
2017-08-10 2017-06-30 13F LOWES COS COM 548661107 4,014 -913 -18.53 311 -23.21 0.0755
2017-05-11 2017-03-31 13F LOWES COS COM 548661107 4,927 15 0.31 405 16.05 0.1015
2017-02-10 2016-12-31 13F LOWES COS COM 548661107 4,912 15 0.31 349 -1.41 0.1178
2017-02-10 2016-09-30 13F/A-1 LOWES COS COM 548661107 4,897 403 8.97 354 -0.56 0.1187
2016-11-10 2016-09-30 13F LOWES COS COM 548661107 4,897 354
2016-08-09 2016-06-30 13F LOWES COS COM 548661107 4,494 -191 -4.08 356 0.28 0.1245
2016-05-16 2016-03-31 13F LOWES COS COM 548661107 4,685 4,685 355 0.1240
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.