Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership1,275 shares
Latest Disclosed Value $ 301,257
Evermay Wealth Management Llc ownership in LOW / Lowe's Companies, Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 1,275 shares of Lowe's Companies, Inc. (MX:LOW) valued at $301,257 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,275 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F LOWES COS COM 548661107 1,275 0 0.00 301 -1.95 0.0334
2026-01-22 2025-12-31 13F LOWES COS COM 548661107 1,275 0 0.00 307 -4.06 0.0345
2025-11-05 2025-09-30 13F LOWES COS COM 548661107 1,275 -100 -7.27 320 4.92 0.0366
2025-07-30 2025-06-30 13F LOWES COS COM 548661107 1,375 -250 -15.38 305 -19.31 0.0375
2025-05-07 2025-03-31 13F LOWES COS COM 548661107 1,625 0 0.00 379 -5.74 0.0498
2025-01-24 2024-12-31 13F LOWES COS COM 548661107 1,625 -338 -17.22 401 -24.48 0.0607
2024-10-25 2024-09-30 13F LOWES COS COM 548661107 1,963 0 0.00 532 22.92 0.0854
2024-08-01 2024-06-30 13F LOWES COS COM 548661107 1,963 10 0.51 433 -13.08 0.0694
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 1,953 336 20.78 497 38.44 0.0751
2024-02-12 2023-12-31 13F LOWES COS COM 548661107 1,617 318 24.48 360 33.46 0.0665
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 1,299 -263 -16.84 270 -23.58 0.0552
2023-08-10 2023-06-30 13F LOWES COS COM 548661107 1,562 8 0.51 353 13.55 0.0679
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 1,554 0 0.00 311 0.32 0.0627
2023-01-19 2022-12-31 13F LOWES COS COM 548661107 1,554 0 0.00 310 5.82 0.0630
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 1,554 60 4.02 292 11.88 0.0581
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 1,494 -60 -3.86 261 -16.88 0.0507
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 1,554 0 0.00 314 -21.89 0.0527
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 1,554 0 0.00 402 27.62 0.0718
2021-11-12 2021-09-30 13F/A-1 LOWES COS COM 548661107 1,554 -82 -5.01 315 -0.63 0.0610
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 1,636 0 317 0.0587
2021-08-13 2021-06-30 13F LOWES COS COM 548661107 1,636 -20 -1.21 317 0.63 0.0587
2021-05-10 2021-03-31 13F LOWES COS COM 548661107 1,656 -176 -9.61 315 7.14 0.0630
2021-02-16 2020-12-31 13F LOWES COS COM 548661107 1,832 197 12.05 294 8.49 0.0648
2020-11-05 2020-09-30 13F LOWES COS COM 548661107 1,635 0 0.00 271 22.62 0.0666
2020-07-20 2020-06-30 13F LOWES COS COM 548661107 1,635 1,635 221 0.0582
2020-02-10 2019-12-31 13F LOWES COS COM 548661107 0 -2,072 -100.00 0 -100.00
2019-10-29 2019-09-30 13F LOWES COS COM 548661107 2,072 -105 -4.82 228 3.64 0.0622
2019-07-23 2019-06-30 13F LOWES COS COM 548661107 2,177 0 0.00 220 -7.56 0.0611
2019-05-03 2019-03-31 13F LOWES COS COM 548661107 2,177 0 0.00 238 18.41 0.0673
2019-01-24 2018-12-31 13F LOWES COS COM 548661107 2,177 -80 -3.54 201 -22.39 0.0651
2018-10-29 2018-09-30 13F LOWES COS COM 548661107 2,257 100 4.64 259 25.73 0.0809
2018-08-03 2018-06-30 13F LOWES COS COM 548661107 2,157 2,157 206 0.0686
2018-05-04 2018-03-31 13F LOWES COS COM 548661107 0 -2,924 -100.00 0 -100.00
2018-02-07 2017-12-31 13F LOWES COS COM 548661107 2,924 2,924 272 0.0996
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.