Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership13,807 shares
Latest Disclosed Value $ 3,262,470
Belpointe Asset Management LLC reports 3.55% increase in ownership of LOW / Lowe's Companies, Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 13,807 shares of Lowe's Companies, Inc. (MX:LOW) valued at $3,262,470 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 13,334 shares of Lowe's Companies, Inc.. This represents a change in shares of 3.55% 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)
2026-04-28 2026-03-31 13F LOWES COS COM 548661107 13,807 473 3.55 3,262 1.46 0.1191
2026-01-27 2025-12-31 13F LOWES COS COM 548661107 13,334 228 1.74 3,216 -2.37 0.1162
2025-11-03 2025-09-30 13F LOWES COS COM 548661107 13,106 -29 -0.22 3,294 13.01 0.1258
2025-07-22 2025-06-30 13F LOWES COS COM 548661107 13,135 4,822 58.01 2,914 50.36 0.1214
2025-05-20 2025-03-31 13F LOWES COS COM 548661107 8,313 -170 -2.00 1,939 -8.06 0.1009
2025-02-13 2024-12-31 13F LOWES COS COM 548661107 8,483 4,860 134.14 2,108 114.88 0.1270
2024-11-13 2024-09-30 13F LOWES COS COM 548661107 3,623 110 3.13 981 26.74 0.0589
2024-08-02 2024-06-30 13F LOWES COS COM 548661107 3,513 123 3.63 774 -10.31 0.0540
2024-05-08 2024-03-31 13F LOWES COS COM 548661107 3,390 -139 -3.94 864 9.94 0.0647
2024-02-13 2023-12-31 13F LOWES COS COM 548661107 3,529 534 17.83 786 26.21 0.0690
2023-11-15 2023-09-30 13F LOWES COS COM 548661107 2,995 767 34.43 623 23.90 0.0645
2023-08-15 2023-06-30 13F LOWES COS COM 548661107 2,228 -4,250 -65.61 503 -61.24 0.0532
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 6,478 -4,225 -39.47 1,295 -39.26 0.0700
2023-02-08 2022-12-31 13F LOWES COS COM 548661107 10,703 442 4.31 2,132 10.64 0.1288
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 10,261 1,361 15.29 1,927 23.92 0.1302
2022-08-02 2022-06-30 13F LOWES COS COM 548661107 8,900 -263 -2.87 1,555 -16.08 0.1042
2022-04-28 2022-03-31 13F LOWES COS COM 548661107 9,163 -1,622 -15.04 1,853 -33.54 0.1123
2022-02-15 2021-12-31 13F LOWES COS COM 548661107 10,785 1,923 21.70 2,788 55.06 0.1738
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 8,862 360 4.23 1,798 8.97 0.1226
2021-08-09 2021-06-30 13F LOWES COS COM 548661107 8,502 5,374 171.80 1,650 177.31 0.1187
2021-05-14 2021-03-31 13F LOWES COS COM 548661107 3,128 -965 -23.58 595 -9.44 0.0509
2021-02-16 2020-12-31 13F LOWES COS COM 548661107 4,093 -2,621 -39.04 657 -40.97 0.0590
2020-11-13 2020-09-30 13F/A-1 LOWES COS COM 548661107 6,714 -688 -9.29 1,113 11.30 0.1239
2020-11-13 2020-09-30 13F LOWES COS COM 548661107 3,958 341
2020-07-20 2020-06-30 13F LOWES COS COM 548661107 7,402 3,444 87.01 1,000 193.26 0.1295
2020-07-20 2020-03-31 13F LOWES COS COM 548661107 3,958 -3,153 -44.34 341 -59.93 0.0597
2020-02-18 2019-12-31 13F LOWES COS COM 548661107 7,111 705 11.01 851 20.88 0.1080
2020-01-16 2019-09-30 13F LOWES COS COM 548661107 6,406 3,774 143.39 704 164.66 0.1139
2019-11-22 2019-06-30 13F LOWES COS COM 548661107 2,632 -4,269 -61.86 266 -64.77 0.0523
2019-06-11 2019-03-31 13F LOWES COS COM 548661107 6,901 460 7.14 755 26.89 0.1475
2019-03-06 2018-12-31 13F LOWES COS COM 548661107 6,441 3,189 98.06 595 59.52 0.1508
2018-11-23 2018-09-30 13F LOWES COS COM 548661107 3,252 514 18.77 373 42.37 0.0590
2018-08-06 2018-06-30 13F LOWES COS COM 548661107 2,738 -4,499 -62.17 262 -58.74 0.0732
2018-08-06 2018-03-31 13F LOWES COS COM 548661107 7,237 -461 -5.99 635 -11.19 0.1851
2018-02-14 2017-12-31 13F LOWES COS COM 548661107 7,698 638 9.04 715 26.77 0.1566
2017-11-16 2017-09-30 13F LOWES COS COM 548661107 7,060 7,060 564 0.1319
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.