Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMeasured Wealth Private Client Group, LLC
Latest Disclosed Ownership1,831 shares
Latest Disclosed Value $ 432,629
Measured Wealth Private Client Group, LLC ownership in LOW / Lowe's Companies, Inc.

On May 13, 2026 - Measured Wealth Private Client Group, LLC filed a 13F-HR form disclosing ownership of 1,831 shares of Lowe's Companies, Inc. (MX:LOW) valued at $432,629 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,831 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)
2026-05-13 2026-03-31 13F LOWES COS COM 548661107 1,831 0 0.00 433 -2.04 0.1182
2026-02-10 2025-12-31 13F LOWES COS COM 548661107 1,831 0 0.00 442 -4.13 0.1168
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 1,831 0 0.00 460 13.30 0.1240
2025-08-13 2025-06-30 13F LOWES COS COM 548661107 1,831 0 0.00 406 -4.92 0.1216
2025-05-12 2025-03-31 13F LOWES COS COM 548661107 1,831 -70 -3.68 427 -8.96 0.1371
2025-01-27 2024-12-31 13F LOWES COS COM 548661107 1,901 -3 -0.16 469 -8.93 0.1516
2024-10-28 2024-09-30 13F LOWES COS COM 548661107 1,904 -88 -4.42 516 17.31 0.1725
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 1,992 -65 -3.16 439 -16.06 0.1543
2024-04-18 2024-03-31 13F LOWES COS COM 548661107 2,057 -30 -1.44 524 12.72 0.1830
2024-02-06 2023-12-31 13F LOWES COS COM 548661107 2,087 -17 -0.81 464 6.18 0.1711
2023-10-18 2023-09-30 13F LOWES COS COM 548661107 2,104 -15 -0.71 437 -8.58 0.1759
2023-07-20 2023-06-30 13F LOWES COS COM 548661107 2,119 0 0.00 478 13.00 0.1817
2023-05-01 2023-03-31 13F LOWES COS COM 548661107 2,119 -192 -8.31 424 -8.04 0.1632
2023-01-23 2022-12-31 13F LOWES COS COM 548661107 2,311 -13 -0.56 460 5.50 0.1896
2022-10-27 2022-09-30 13F LOWES COS COM 548661107 2,324 0 0.00 436 7.39 0.1926
2022-07-25 2022-06-30 13F LOWES COS COM 548661107 2,324 0 0.00 406 -13.62 0.1793
2022-05-03 2022-03-31 13F LOWES COS COM 548661107 2,324 -154 -6.21 470 -26.68 0.1728
2022-01-28 2021-12-31 13F LOWES COS COM 548661107 2,478 -5 -0.20 641 27.18 0.2265
2021-11-01 2021-09-30 13F LOWES COS COM 548661107 2,483 -9 -0.36 504 4.35 0.1940
2021-08-05 2021-06-30 13F LOWES COS COM 548661107 2,492 26 1.05 483 2.99 0.1537
2021-05-04 2021-03-31 13F LOWES COS COM 548661107 2,466 0 0.00 469 18.43 0.1663
2021-01-20 2020-12-31 13F LOWES COS COM 548661107 2,466 -187 -7.05 396 -10.00 0.1649
2020-10-15 2020-09-30 13F LOWES COS COM 548661107 2,653 2,653 440 0.2129
2020-01-15 2019-12-31 13F LOWES COS COM 548661107 0 -2,215 -100.00 0 -100.00
2019-10-11 2019-09-30 13F LOWES COS COM 548661107 2,215 -4,763 -68.26 244 -65.34 0.1577
2019-07-26 2019-06-30 13F LOWES COS COM 548661107 6,978 -1,480 -17.50 704 -23.97 0.4065
2019-05-07 2019-03-31 13F LOWES COS COM 548661107 8,458 1,503 21.61 926 44.24 0.5708
2019-02-07 2018-12-31 13F LOWES COS COM 548661107 6,955 -154 -2.17 642 -21.13 0.5821
2018-11-14 2018-09-30 13F LOWES COS COM 548661107 7,109 -30 -0.42 814 19.35 0.4886
2018-08-14 2018-06-30 13F LOWES COS INC COM COM 548661107 7,139 7,139 682 0.5553
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.