Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSfmg, Llc
Latest Disclosed Ownership5,173 shares
Latest Disclosed Value $ 1,222,311
Sfmg, Llc reports 2.23% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - Sfmg, Llc filed a 13F-HR form disclosing ownership of 5,173 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,222,311 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,291 shares of Lowe's Companies, Inc.. This represents a change in shares of -2.23% 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)
2026-05-12 2026-03-31 13F LOWES COS COM 548661107 5,173 -118 -2.23 1,222 -4.16 0.0828
2026-02-10 2025-12-31 13F LOWES COS COM 548661107 5,291 -50 -0.94 1,276 -4.99 0.0855
2025-11-13 2025-09-30 13F LOWES COS COM 548661107 5,341 154 2.97 1,342 16.70 0.0931
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 5,187 -271 -4.97 1,151 -9.66 0.0864
2025-05-09 2025-03-31 13F LOWES COS COM 548661107 5,458 71 1.32 1,273 -4.21 0.1005
2025-02-11 2024-12-31 13F LOWES COS COM 548661107 5,387 433 8.74 1,329 -0.89 0.1048
2024-11-25 2024-09-30 13F LOWES COS COM 548661107 4,954 -100 -1.98 1,342 20.38 0.1088
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 5,054 -569 -10.12 1,114 -22.21 0.0969
2024-05-07 2024-03-31 13F LOWES COS COM 548661107 5,623 -34 -0.60 1,432 13.74 0.1231
2024-01-30 2023-12-31 13F LOWES COS COM 548661107 5,657 4 0.07 1,259 7.24 0.1167
2023-11-06 2023-09-30 13F LOWES COS COM 548661107 5,653 -942 -14.28 1,175 -21.10 0.1208
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 6,595 179 2.79 1,488 16.07 0.1532
2023-05-01 2023-03-31 13F LOWES COS COM 548661107 6,416 -7 -0.11 1,283 0.23 0.1382
2023-01-25 2022-12-31 13F LOWES COS COM 548661107 6,423 45 0.71 1,280 3.48 0.1420
2022-10-20 2022-09-30 13F LOWES COS COM 548661107 6,378 -26 -0.41 1,236 10.46 0.1442
2022-08-08 2022-06-30 13F LOWES COS COM 548661107 6,404 48 0.76 1,119 -12.92 0.1298
2022-04-21 2022-03-31 13F LOWES COS COM 548661107 6,356 1 0.02 1,285 -21.79 0.1271
2022-01-31 2021-12-31 13F LOWES COS COM 548661107 6,355 -40 -0.63 1,643 26.68 0.1597
2021-11-01 2021-09-30 13F LOWES COS COM 548661107 6,395 87 1.38 1,297 5.96 0.1439
2021-08-06 2021-06-30 13F LOWES COS COM 548661107 6,308 189 3.09 1,224 5.15 0.1360
2021-05-03 2021-03-31 13F LOWES COS COM 548661107 6,119 -4,844 -44.18 1,164 -33.86 0.1350
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 10,963 5,446 98.71 1,760 92.35 0.2232
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 5,517 546 10.98 915 36.16 0.1262
2020-08-03 2020-06-30 13F LOWES COS COM 548661107 4,971 -22 -0.44 672 56.28 0.0957
2020-05-08 2020-03-31 13F LOWES COS COM 548661107 4,993 420 9.18 430 -21.53 0.0645
2020-02-05 2019-12-31 13F LOWES COS COM 548661107 4,573 -392 -7.90 548 0.37 0.0670
2019-11-12 2019-09-30 13F/A-1 LOWES COS COM 548661107 4,965 -329 -6.21 546 -0.36 0.0739
2019-10-29 2019-09-30 13F LOWES COS COM 548661107 4,965 -329 546 0.0739
2019-08-05 2019-06-30 13F LOWES COS COM 548661107 5,294 545 11.48 548 5.38 0.0744
2019-05-13 2019-03-31 13F LOWES COS COM 548661107 4,749 966 25.54 520 49.00 0.0752
2019-02-12 2018-12-31 13F LOWES COS COM 548661107 3,783 2 0.05 349 -4.64 0.0564
2018-11-15 2018-09-30 13F LOWES COS COM 548661107 3,781 339 9.85 366 11.25 0.0563
2018-08-08 2018-06-30 13F LOWES COS COM 548661107 3,442 492 16.68 329 27.03 0.0533
2018-05-10 2018-03-31 13F LOWES COS COM 548661107 2,950 219 8.02 259 1.97 0.0439
2018-02-09 2017-12-31 13F LOWES COS COM 548661107 2,731 2,731 254 0.0422
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.