Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionSmith, Salley & Associates
Latest Disclosed Ownership134,888 shares
Latest Disclosed Value $ 31,871,347
Smith, Salley & Associates reports 1.42% increase in ownership of LOW / Lowe's Companies, Inc.

On April 16, 2026 - Smith, Salley & Associates filed a 13F-HR form disclosing ownership of 134,888 shares of Lowe's Companies, Inc. (MX:LOW) valued at $31,871,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 133,002 shares of Lowe's Companies, Inc.. This represents a change in shares of 1.42% 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)
2026-04-16 2026-03-31 13F LOWES COS COM 548661107 134,888 1,886 1.42 31,871 -0.63 1.6024
2026-01-27 2025-12-31 13F LOWES COS COM 548661107 133,002 -53 -0.04 32,075 -4.08 1.5885
2025-10-20 2025-09-30 13F LOWES COS COM 548661107 133,055 3,578 2.76 33,438 16.40 1.7207
2025-07-17 2025-06-30 13F LOWES COS COM 548661107 129,477 3,052 2.41 28,727 -2.57 1.6620
2025-04-25 2025-03-31 13F LOWES COS COM 548661107 126,425 1,528 1.22 29,486 -4.34 1.9324
2025-01-15 2024-12-31 13F LOWES COS COM 548661107 124,897 1,883 1.53 30,825 -7.49 1.9796
2024-10-24 2024-09-30 13F LOWES COS COM 548661107 123,014 9,705 8.57 33,318 33.38 2.1781
2024-07-29 2024-06-30 13F LOWES COS COM 548661107 113,309 5,953 5.55 24,980 -8.65 1.7928
2024-05-02 2024-03-31 13F LOWES COS COM 548661107 107,356 -27,981 -20.68 27,347 -9.21 2.1219
2024-01-24 2023-12-31 13F LOWES COS COM 548661107 135,337 4,820 3.69 30,119 11.03 1.9462
2023-10-27 2023-09-30 13F LOWES COS COM 548661107 130,517 -8,623 -6.20 27,127 -13.62 2.0125
2023-08-04 2023-06-30 13F LOWES COS COM 548661107 139,140 12,768 10.10 31,404 24.27 2.3167
2023-05-03 2023-03-31 13F LOWES COS COM 548661107 126,372 5,169 4.26 25,271 4.65 2.0101
2023-02-03 2022-12-31 13F LOWES COS COM 548661107 121,203 524 0.43 24,148 6.54 2.0656
2022-11-01 2022-09-30 13F LOWES COS COM 548661107 120,679 2,354 1.99 22,665 9.66 2.1086
2022-08-01 2022-06-30 13F LOWES COS COM 548661107 118,325 4,931 4.35 20,668 -9.85 1.7881
2022-05-10 2022-03-31 13F LOWES COS COM 548661107 113,394 878 0.78 22,927 -21.16 1.6867
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 112,516 -30,691 -21.43 29,082 0.11 2.0598
2021-11-05 2021-09-30 13F LOWES COS COM 548661107 143,207 1,608 1.14 29,051 5.77 2.2861
2021-08-09 2021-06-30 13F LOWES COS COM 548661107 141,599 3,021 2.18 27,466 4.22 2.2231
2021-04-30 2021-03-31 13F LOWES COS COM 548661107 138,578 3,995 2.97 26,355 22.00 2.3655
2021-01-28 2020-12-31 13F LOWES COS COM 548661107 134,583 8,775 6.97 21,602 3.53 2.1882
2020-11-05 2020-09-30 13F LOWES COS COM 548661107 125,808 1,047 0.84 20,866 23.78 2.5228
2020-08-04 2020-06-30 13F LOWES COS COM 548661107 124,761 13,032 11.66 16,857 75.32 2.2496
2020-04-24 2020-03-31 13F LOWES COS COM 548661107 111,729 17,280 18.30 9,615 -14.99 1.5993
2020-01-27 2019-12-31 13F LOWES COS COM 548661107 94,449 -395 -0.42 11,311 8.47 1.4915
2019-10-30 2019-09-30 13F LOWES COS COM 548661107 94,844 3,026 3.30 10,428 12.55 1.4819
2019-07-12 2019-06-30 13F LOWES COS COM 548661107 91,818 3,836 4.36 9,265 -3.80 1.3969
2019-05-03 2019-03-31 13F LOWES COS COM 548661107 87,982 1,598 1.85 9,631 20.72 1.5502
2019-02-05 2018-12-31 13F LOWES COS COM 548661107 86,384 2,962 3.55 7,978 -16.70 1.4686
2018-11-06 2018-09-30 13F LOWES COS COM 548661107 83,422 2,248 2.77 9,578 23.46 1.5115
2018-08-10 2018-06-30 13F LOWES COS COM 548661107 81,174 3,543 4.56 7,758 13.89 1.3283
2018-05-09 2018-03-31 13F LOWES COS COM 548661107 77,631 20,461 35.79 6,812 28.21 1.2212
2018-02-12 2017-12-31 13F LOWES COS COM 548661107 57,170 46,970 460.49 5,313 551.90 0.9516
2017-11-02 2017-09-30 13F LOWES COS COM 548661107 10,200 0 0.00 815 3.03 0.1561
2017-07-25 2017-06-30 13F LOWES COS COM 548661107 10,200 -2,300 -18.40 791 -23.05 0.1590
2017-05-05 2017-03-31 13F Lowes Companies COM 548661107 12,500 -2,538 -16.88 1,028 -3.93 0.2107
2017-02-01 2016-12-31 13F Lowes Companies COM 548661107 15,038 200 1.35 1,070 -0.09 0.2228
2016-11-14 2016-09-30 13F Lowes Companies COM 548661107 14,838 90 0.61 1,071 -8.30 0.2375
2016-07-29 2016-06-30 13F Lowes Companies COM 548661107 14,748 -227 -1.52 1,168 3.00 0.2721
2016-05-10 2016-03-31 13F Lowes Companies COM 548661107 14,975 14,975 1,134 0.2842
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.