Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership13,516 shares
Latest Disclosed Value $ 3,193,560
Principle Wealth Partners Llc reports 0.81% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 13,516 shares of Lowe's Companies, Inc. (MX:LOW) valued at $3,193,560 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 13,627 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.81% 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)
2026-05-07 2026-03-31 13F LOWES COS COM 548661107 13,516 -111 -0.81 3,194 -2.83 0.1825
2026-02-06 2025-12-31 13F LOWES COS COM 548661107 13,627 -69 -0.50 3,286 -4.50 0.1849
2025-11-03 2025-09-30 13F LOWES COS COM 548661107 13,696 0 0.00 3,442 13.27 0.1998
2025-07-30 2025-06-30 13F LOWES COS COM 548661107 13,696 -2 -0.01 3,039 -4.88 0.1898
2025-05-06 2025-03-31 13F LOWES COS COM 548661107 13,698 -300 -2.14 3,195 -7.53 0.2283
2025-01-29 2024-12-31 13F LOWES COS COM 548661107 13,998 17 0.12 3,455 -8.77 0.2425
2024-11-13 2024-09-30 13F LOWES COS COM 548661107 13,981 166 1.20 3,787 24.33 0.2682
2024-08-13 2024-06-30 13F LOWES COS COM 548661107 13,815 -81 -0.58 3,046 -13.96 0.2318
2024-04-23 2024-03-31 13F/A-1 LOWES COS COM 548661107 13,896 0 0.00 3,540 14.46 0.2764
2024-04-23 2024-03-31 13F LOWES COS COM 548661107 13,896 0 3,540 0.2764
2024-02-05 2023-12-31 13F LOWES COS COM 548661107 13,896 0 0.00 3,093 7.06 0.2662
2023-11-01 2023-09-30 13F LOWES COS COM 548661107 13,896 0 0.00 2,888 -7.91 0.2902
2023-07-31 2023-06-30 13F LOWES COS COM 548661107 13,896 0 0.00 3,136 12.89 0.3152
2023-05-10 2023-03-31 13F LOWES COS COM 548661107 13,896 0 0.00 2,779 0.36 0.2971
2023-02-02 2022-12-31 13F LOWES COS INC COM Stock 548661107 13,896 -834 -5.66 2,769 0.07 0.3137
2022-11-14 2022-09-30 13F LOWES COS INC COM Stock 548661107 14,730 -254 -1.70 2,766 5.69 0.2609
2022-08-02 2022-06-30 13F LOWES COS INC COM Stock 548661107 14,984 -111 -0.74 2,617 -14.25 0.3149
2022-05-12 2022-03-31 13F LOWES COS INC COM Stock 548661107 15,095 -400 -2.58 3,052 -23.80 0.3209
2022-02-11 2021-12-31 13F LOWES COS INC COM Stock 548661107 15,495 41 0.27 4,005 27.75 0.4205
2021-11-16 2021-09-30 13F LOWES COS INC COM Stock 548661107 15,454 -1,040 -6.31 3,135 -2.00 0.3620
2021-08-13 2021-06-30 13F LOWES COS INC COM Stock 548661107 16,494 -796 -4.60 3,199 -2.71 0.3632
2021-05-18 2021-03-31 13F LOWES COS INC COM Stock 548661107 17,290 497 2.96 3,288 22.00 0.3845
2021-02-16 2020-12-31 13F LOWES COS INC COM Stock 548661107 16,793 8,143 94.14 2,695 87.80 0.3551
2020-11-16 2020-09-30 13F LOWES COS INC COM Stock 548661107 8,650 -39 -0.45 1,435 22.23 0.3999
2020-08-14 2020-06-30 13F LOWES COS INC COM Stock 548661107 8,689 39 0.45 1,174 57.80 0.3447
2020-05-13 2020-03-31 13F LOWES COS INC COM Stock 548661107 8,650 0 0.00 744 -28.19 0.2792
2020-02-04 2019-12-31 13F LOWES COS INC COM Stock 548661107 8,650 0 0.00 1,036 8.94 0.3308
2019-11-05 2019-09-30 13F LOWES COS INC COM Stock 548661107 8,650 0 0.00 951 8.93 0.3288
2019-11-05 2019-06-30 13F LOWES COS INC COM Stock 548661107 8,650 0 0.00 873 -7.81 0.4491
2019-10-30 2019-03-31 13F LOWES COS INC COM Stock 548661107 8,650 0 0.00 947 19.87 0.5416
2019-10-10 2018-12-31 13F LOWES COS INC COM Com 548661107 8,650 8,650 790 0.6629
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.