Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAddison Advisors LLC
Latest Disclosed Ownership2,141 shares
Latest Disclosed Value $ 505,876
Addison Advisors LLC reports 1.76% increase in ownership of LOW / Lowe's Companies, Inc.

On May 8, 2026 - Addison Advisors LLC filed a 13F-HR form disclosing ownership of 2,141 shares of Lowe's Companies, Inc. (MX:LOW) valued at $505,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,104 shares of Lowe's Companies, Inc.. This represents a change in shares of 1.76% 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)
2026-05-08 2026-03-31 13F LOWES COS COM 548661107 2,141 37 1.76 506 -0.39 0.1118
2026-02-06 2025-12-31 13F LOWES COS COM 548661107 2,104 -5 -0.24 507 -4.34 0.1140
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 2,109 11 0.52 530 13.98 0.1229
2025-08-07 2025-06-30 13F LOWES COS COM 548661107 2,098 5 0.24 465 -4.71 0.1162
2025-05-12 2025-03-31 13F LOWES COS COM 548661107 2,093 15 0.72 488 -4.69 0.1332
2025-02-04 2024-12-31 13F LOWES COS COM 548661107 2,078 -50 -2.35 513 -11.11 0.1427
2024-11-04 2024-09-30 13F LOWES COS COM 548661107 2,128 -4 -0.19 576 22.55 0.1601
2024-08-05 2024-06-30 13F LOWES COS COM 548661107 2,132 46 2.21 470 -11.49 0.1517
2024-05-06 2024-03-31 13F LOWES COS COM 548661107 2,086 72 3.57 531 18.53 0.1826
2024-02-02 2023-12-31 13F LOWES COS COM 548661107 2,014 1,266 169.25 448 189.03 0.1746
2023-11-07 2023-09-30 13F LOWES COS COM 548661107 748 61 8.88 155 0.00 0.0724
2023-08-03 2023-06-30 13F LOWES COS COM 548661107 687 -521 -43.13 155 -35.68 0.0766
2023-05-09 2023-03-31 13F LOWES COS COM 548661107 1,208 9 0.75 242 1.26 0.1352
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 1,199 76 6.77 239 12.80 0.1430
2022-10-31 2022-09-30 13F LOWES COS COM 548661107 1,123 -269 -19.32 211 -13.17 0.1308
2022-08-04 2022-06-30 13F LOWES COS COM 548661107 1,392 -92 -6.20 243 -19.00 0.1473
2022-04-29 2022-03-31 13F LOWES COS COM 548661107 1,484 693 87.61 300 47.06 0.1641
2022-01-31 2021-12-31 13F LOWES COS COM 548661107 791 32 4.22 204 32.47 0.1262
2021-11-08 2021-09-30 13F LOWES COS COM 548661107 759 6 0.80 154 5.48 0.1234
2021-07-29 2021-06-30 13F LOWES COS COM 548661107 753 0 0.00 146 20.66 0.1179
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 753 753 121 0.1160
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.