Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMarathon Capital Management
Latest Disclosed Ownership3,194 shares
Latest Disclosed Value $ 754,678
Marathon Capital Management reports 1.69% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Marathon Capital Management filed a 13F-HR form disclosing ownership of 3,194 shares of Lowe's Companies, Inc. (MX:LOW) valued at $754,678 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,249 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.69% 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)
2026-05-14 2026-03-31 13F LOWES COS COM 548661107 3,194 -55 -1.69 755 -3.70 0.1695
2026-01-29 2025-12-31 13F LOWES COS COM 548661107 3,249 -25 -0.76 784 -4.74 0.1686
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 3,274 220 7.20 823 21.42 0.1883
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 3,054 -32 -1.04 678 -5.84 0.1726
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 3,086 32 1.05 720 -4.52 0.1917
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 3,054 0 0.00 754 -8.95 0.1883
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 3,054 -30 -0.97 827 21.80 0.2005
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 3,084 0 0.00 680 -13.50 0.1733
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 3,084 -90 -2.84 786 11.19 0.1875
2024-02-14 2023-12-31 13F/A-1 LOWES COS COM 548661107 3,174 -125 -3.79 706 3.07 0.1776
2024-02-08 2023-12-31 13F LOWES COS COM 548661107 3,174 -125 706 0.1776
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 3,299 87 2.71 686 -5.39 0.1725
2023-08-15 2023-06-30 13F/A-1 LOWES COS COM 548661107 3,212 0 0.00 725 12.77 0.1790
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 3,212 0 725 0.1756
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 3,212 -25 -0.77 642 -0.31 0.1581
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 3,237 100 3.19 645 9.34 0.1778
2022-11-14 2022-09-30 13F Lowes Companies COM 548661107 3,137 138 4.60 589 12.40 0.1683
2022-08-12 2022-06-30 13F Lowes Companies COM 548661107 2,999 2,999 524 0.1693
2022-05-13 2022-03-31 13F Lowes Companies COM 548661107 0 -2,498 -100.00 0 -100.00
2022-02-09 2021-12-31 13F Lowes Companies COM 548661107 2,498 -1,458 -36.86 646 -19.55 0.1514
2021-11-15 2021-09-30 13F Lowes Companies COM 548661107 3,956 1,428 56.49 803 63.88 0.1823
2021-08-16 2021-06-30 13F Lowes Companies COM 548661107 2,528 -59 -2.28 490 -0.20 0.1134
2021-05-14 2021-03-31 13F Lowes Companies COM 548661107 2,587 -25 -0.96 491 17.18 0.1294
2021-02-08 2020-12-31 13F Lowes Companies COM 548661107 2,612 25 0.97 419 -2.33 0.1235
2020-11-16 2020-09-30 13F Lowes Companies COM 548661107 2,587 -244 -8.62 429 12.01 0.1562
2020-08-14 2020-06-30 13F Lowes Companies COM 548661107 2,831 0 0.00 383 57.61 0.1471
2020-05-15 2020-03-31 13F Lowes Companies COM 548661107 2,831 -178 -5.92 243 -32.50 0.1116
2020-02-14 2019-12-31 13F Lowes Companies COM 548661107 3,009 -40 -1.31 360 7.46 0.1224
2019-11-13 2019-09-30 13F Lowes Companies COM 548661107 3,049 0 0.00 335 9.12 0.1351
2019-07-25 2019-06-30 13F Lowes Companies COM 548661107 3,049 -77 -2.46 307 -10.23 0.1252
2019-05-15 2019-03-31 13F Lowes Companies COM 548661107 3,126 0 0.00 342 18.75 0.1527
2019-02-07 2018-12-31 13F Lowes Companies COM 548661107 3,126 3,126 288 0.1430
2016-02-12 2015-12-31 13F Lowes Companies COM 548661107 0 0 0 0.0000
2015-11-12 2015-09-30 13F Lowes Companies COM 548661107 0 -3,050 -100.00 0 -100.00
2015-08-11 2015-06-30 13F Lowes Companies COM 548661107 3,050 0 0.00 204 -10.13 0.0941
2015-05-06 2015-03-31 13F Lowes Companies COM 548661107 3,050 3,050 227 0.1006
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.