Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership227 shares
Latest Disclosed Value $ 53,636
True Wealth Design, LLC reports 29.71% increase in ownership of LOW / Lowe's Companies, Inc.

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 227 shares of Lowe's Companies, Inc. (MX:LOW) valued at $53,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 175 shares of Lowe's Companies, Inc.. This represents a change in shares of 29.71% 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)
2026-04-13 2026-03-31 13F LOWES COS COM 548661107 227 52 29.71 54 26.19 0.0149
2026-01-08 2025-12-31 13F LOWES COS COM 548661107 175 97 124.36 42 121.05 0.0124
2025-10-21 2025-09-30 13F LOWES COS COM 548661107 78 49 168.97 20 216.67 0.0060
2025-08-06 2025-06-30 13F LOWES COS COM 548661107 29 -2 -6.45 6 -14.29 0.0023
2025-05-13 2025-03-31 13F LOWES COS COM 548661107 31 9 40.91 7 40.00 0.0027
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 22 6 37.50 5 25.00 0.0021
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 16 -249 -93.96 4 -93.10 0.0017
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 265 0 0.00 58 -13.43 0.0144
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 265 6 2.32 68 17.54 0.0168
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 259 50 23.92 58 32.56 0.0162
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 209 0 0.00 43 -8.51 0.0145
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 209 -19 -8.33 47 4.44 0.0172
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 228 19 9.09 46 9.76 0.0191
2023-02-15 2022-12-31 13F LOWES COS COM 548661107 209 209 42 0.0193
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.