Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionPatten & Patten Inc/tn
Latest Disclosed Ownership23,930 shares
Latest Disclosed Value $ 5,654,068
Patten & Patten Inc/tn reports 1.34% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 1, 2026 - Patten & Patten Inc/tn filed a 13F-HR form disclosing ownership of 23,930 shares of Lowe's Companies, Inc. (MX:LOW) valued at $5,654,068 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 24,255 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.34% 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)
2026-05-01 2026-03-31 13F LOWES COS COM 548661107 23,930 -325 -1.34 5,654 -3.33 0.3413
2026-02-03 2025-12-31 13F LOWES COS COM 548661107 24,255 -510 -2.06 5,849 -6.01 0.3433
2025-10-31 2025-09-30 13F LOWES COS COM 548661107 24,765 1,478 6.35 6,224 20.46 0.3657
2025-07-28 2025-06-30 13F LOWES COS COM 548661107 23,287 18 0.08 5,167 -4.79 0.3343
2025-05-07 2025-03-31 13F LOWES COS COM 548661107 23,269 -460 -1.94 5,427 -7.34 0.3633
2025-02-10 2024-12-31 13F LOWES COS COM 548661107 23,729 -146 -0.61 5,856 -9.43 0.3869
2024-11-04 2024-09-30 13F LOWES COS COM 548661107 23,875 -441 -1.81 6,466 20.63 0.4291
2024-08-13 2024-06-30 13F LOWES COS COM 548661107 24,316 -140 -0.57 5,361 -13.95 0.3748
2024-05-10 2024-03-31 13F LOWES COS COM 548661107 24,456 -744 -2.95 6,230 11.07 0.4437
2024-01-23 2023-12-31 13F Lowe's Companies COM 548661107 25,200 -378 -1.48 5,608 5.49 0.4605
2023-10-27 2023-09-30 13F Lowe's Companies COM 548661107 25,578 -431 -1.66 5,316 -9.44 0.4670
2023-07-14 2023-06-30 13F Lowe's Companies COM 548661107 26,009 -435 -1.64 5,870 11.01 0.4852
2023-04-25 2023-03-31 13F Lowe's Companies COM 548661107 26,444 139 0.53 5,288 105,660.00 0.4650
2023-02-01 2022-12-31 13F Lowe's Companies COM 548661107 26,305 -374 -1.40 5 -99.90 0.4758
2022-10-19 2022-09-30 13F Lowe's Companies COM 548661107 26,679 -2,166 -7.51 5,011 -0.54 0.4752
2022-08-02 2022-06-30 13F Lowe's Companies COM 548661107 28,845 -1,148 -3.83 5,038 -16.92 0.4423
2022-04-25 2022-03-31 13F Lowe's Companies COM 548661107 29,993 -594 -1.94 6,064 -23.30 0.4425
2022-01-26 2021-12-31 13F Lowe's Companies COM 548661107 30,587 795 2.67 7,906 30.81 0.5465
2021-10-22 2021-09-30 13F Lowe's Companies COM 548661107 29,792 -149 -0.50 6,044 4.06 0.4597
2021-07-13 2021-06-30 13F Lowe's Companies COM 548661107 29,941 194 0.65 5,808 2.67 0.4425
2021-04-23 2021-03-31 13F Lowe's Companies COM 548661107 29,747 -260 -0.87 5,657 17.46 0.4626
2021-01-19 2020-12-31 13F Lowe's Companies COM 548661107 30,007 -161 -0.53 4,816 -3.76 0.4196
2020-10-08 2020-09-30 13F Lowe's Companies COM 548661107 30,168 758 2.58 5,004 25.92 0.4986
2020-07-21 2020-06-30 13F Lowe's Companies COM 548661107 29,410 -450 -1.51 3,974 54.69 0.4347
2020-04-16 2020-03-31 13F Lowe's Companies COM 548661107 29,860 450 1.53 2,569 -27.06 0.3387
2020-01-13 2019-12-31 13F Lowe's Companies COM 548661107 29,410 -274 -0.92 3,522 7.90 0.3540
2019-10-15 2019-09-30 13F Lowe's Companies COM 548661107 29,684 -25 -0.08 3,264 8.87 0.3567
2019-07-11 2019-06-30 13F Lowe's Companies COM 548661107 29,709 -100 -0.34 2,998 -8.12 0.3244
2019-04-23 2019-03-31 13F Lowe's Companies COM 548661107 29,809 -426 -1.41 3,263 16.83 0.3579
2019-01-17 2018-12-31 13F Lowe's Companies COM 548661107 30,235 311 1.04 2,793 -18.71 0.3425
2018-10-17 2018-09-30 13F Lowe's Companies COM 548661107 29,924 565 1.92 3,436 22.45 0.3401
2018-07-18 2018-06-30 13F Lowe's Companies COM 548661107 29,359 139 0.48 2,806 9.44 0.2882
2018-04-20 2018-03-31 13F Lowe's Companies COM 548661107 29,220 -200 -0.68 2,564 -6.22 0.2620
2018-01-22 2017-12-31 13F Lowe's Companies COM 548661107 29,420 -350 -1.18 2,734 14.87 0.2735
2017-10-12 2017-09-30 13F Lowe's Companies COM 548661107 29,770 598 2.05 2,380 5.22 0.2508
2017-07-19 2017-06-30 13F Lowe's Companies COM 548661107 29,172 461 1.61 2,262 -4.15 0.2501
2017-04-19 2017-03-31 13F Lowe's Companies COM 548661107 28,711 -150 -0.52 2,360 14.95 0.2719
2017-01-27 2016-12-31 13F Lowe's Companies COM 548661107 28,861 -150 -0.52 2,053 -2.00 0.2526
2016-10-12 2016-09-30 13F Lowe's Companies COM 548661107 29,011 -260 -0.89 2,095 -9.58 0.2699
2016-07-07 2016-06-30 13F Lowe's Companies COM 548661107 29,271 -1,404 -4.58 2,317 -0.30 0.3206
2016-04-15 2016-03-31 13F Lowe's Companies COM 548661107 30,675 -1,095 -3.45 2,324 -3.81 0.3321
2016-02-29 2015-12-31 13F Lowe's Companies COM 548661107 31,770 -1,255 -3.80 2,416 6.15 0.3340
2015-10-22 2015-09-30 13F Lowe's Companies COM 548661107 33,025 -2,090 -5.95 2,276 -3.23 0.3474
2015-08-31 2015-06-30 13F Lowe's Companies COM 548661107 35,115 125 0.36 2,352 -9.64 0.3414
2015-04-16 2015-03-31 13F Lowe's Companies COM 548661107 34,990 -850 -2.37 2,603 5.56 0.3744
2015-01-21 2014-12-31 13F Lowe's Companies COM 548661107 35,840 3,870 12.11 2,466 45.74 0.3727
2014-10-14 2014-09-30 13F Lowe's Companies COM 548661107 31,970 0 0.00 1,692 10.30 0.2692
2014-07-25 2014-06-30 13F Lowe's Companies COM 548661107 31,970 -6,425 -16.73 1,534 -18.32 0.2494
2014-04-24 2014-03-31 13F Lowe's Companies COM 548661107 38,395 -395 -1.02 1,878 -2.29 0.2542
2014-01-15 2013-12-31 13F Lowe's Companies COM 548661107 38,790 -475 -1.21 1,922 2.84 0.2679
2013-10-15 2013-09-30 13F/A-1 Lowe's Companies COM 548661107 39,265 2,624 7.16 1,869 24.68 0.2900
2013-10-15 2013-09-30 13F Lowe's Companies COM 548661107 36,641 1,499
2013-07-12 2013-06-30 13F Lowe's Companies COM 548661107 36,641 36,641 1,499 0.2455
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.