Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionWsfs Capital Management, Llc
Latest Disclosed Ownership16,059 shares
Latest Disclosed Value $ 3,794,310
Wsfs Capital Management, Llc reports 1.79% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 4, 2026 - Wsfs Capital Management, Llc filed a 13F-HR form disclosing ownership of 16,059 shares of Lowe's Companies, Inc. (MX:LOW) valued at $3,794,310 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 16,352 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.79% 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)
2026-05-04 2026-03-31 13F LOWES COS COM 548661107 16,059 -293 -1.79 3,794 -3.78 0.1841
2026-02-04 2025-12-31 13F LOWES COS COM 548661107 16,352 -485 -2.88 3,943 -6.81 0.1897
2025-11-04 2025-09-30 13F LOWES COS COM 548661107 16,837 422 2.57 4,231 16.20 0.2100
2025-08-06 2025-06-30 13F LOWES COS COM 548661107 16,415 552 3.48 3,642 -1.57 0.1994
2025-05-02 2025-03-31 13F LOWES COS COM 548661107 15,863 -7,322 -31.58 3,700 -35.35 0.2219
2025-02-05 2024-12-31 13F/A-1 LOWES COS COM 548661107 23,185 -1,120 -4.61 5,722 -13.07 0.3084
2025-02-03 2024-12-31 13F LOWES COS COM 548661107 5,017 -19,288 5,722 0.3084
2024-10-25 2024-09-30 13F LOWES COS COM 548661107 24,305 -552 -2.22 6,583 20.11 0.3553
2024-07-30 2024-06-30 13F LOWES COS COM 548661107 24,857 -802 -3.13 5,480 -16.16 0.3021
2024-05-02 2024-03-31 13F LOWES COS COM 548661107 25,659 -1,774 -6.47 6,536 7.06 0.3712
2024-02-02 2023-12-31 13F LOWES COS COM 548661107 27,433 115 0.42 6,105 7.54 0.3808
2023-11-08 2023-09-30 13F LOWES COS COM 548661107 27,318 12,784 87.96 5,678 73.08 0.3715
2023-08-11 2023-06-30 13F LOWES COS COM 548661107 14,534 -1,262 -7.99 3,280 3.86 0.3082
2023-05-02 2023-03-31 13F LOWES COS COM 548661107 15,796 -157 -0.98 3,159 -0.63 0.3293
2023-02-10 2022-12-31 13F LOWES COS COM 548661107 15,953 1,329 9.09 3,178 15.73 0.3434
2022-11-04 2022-09-30 13F LOWES COS COM 548661107 14,624 -351 -2.34 2,746 4.97 0.9734
2022-08-10 2022-06-30 13F LOWES COS COM 548661107 14,975 993 7.10 2,616 -7.46 0.8605
2022-05-13 2022-03-31 13F LOWES COS COM 548661107 13,982 11,629 494.22 2,827 364.97 0.7889
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 2,353 114 5.09 608 33.92 0.2308
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 2,239 1 0.04 454 4.61 0.2059
2021-08-10 2021-06-30 13F LOWES COS COM 548661107 2,238 250 12.58 434 14.81 0.1965
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 1,988 -150 -7.02 378 10.20 0.1853
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 2,138 2 0.09 343 -3.11 0.1695
2020-11-09 2020-09-30 13F LOWES COS COM 548661107 2,136 -109 -4.86 354 16.83 0.2056
2020-08-07 2020-06-30 13F LOWES COS COM 548661107 2,245 2,245 303 0.1913
2020-05-01 2020-03-31 13F LOWES COS COM 548661107 0 -2,245 -100.00 0 -100.00
2020-01-31 2019-12-31 13F LOWES COS COM 548661107 2,245 0 0.00 269 8.91 0.1951
2019-11-08 2019-09-30 13F LOWES COS COM 548661107 2,245 -2,000 -47.11 247 -42.29 0.2060
2019-08-14 2019-06-30 13F LOWES COS COM 548661107 4,245 2,026 91.30 428 76.13 0.3631
2019-05-15 2019-03-31 13F LOWES COS COM 548661107 2,219 -490 -18.09 243 -2.80 0.2192
2019-02-12 2018-12-31 13F LOWES COS COM 548661107 2,709 152 5.94 250 -14.97 0.2277
2018-11-07 2018-09-30 13F LOWES COS COM 548661107 2,557 -172 -6.30 294 12.64 0.2468
2018-08-10 2018-06-30 13F LOWES COS COM 548661107 2,729 346 14.52 261 24.88 0.2288
2018-05-11 2018-03-31 13F LOWES COS COM 548661107 2,383 2,383 209 0.1898
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.