Lowe's Companies, Inc.
US ˙ NYSE ˙ US5486611073

SecurityLOW / Lowe's Companies, Inc.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership2,003 shares
Latest Disclosed Value $ 473,291
Bogart Wealth, LLC reports 6.77% increase in ownership of LOW / Lowe's Companies, Inc.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 2,003 shares of Lowe's Companies, Inc. (US:LOW) valued at $473,269 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,876 shares of Lowe's Companies, Inc.. This represents a change in shares of 6.77% during the quarter. The current value of the position is $415,683 USD.

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)
2026-04-28 2026-03-31 13F LOWES COS INC COM Stock 548661107 2,003 127 6.77 473 4.65 0.0182
2026-01-30 2025-12-31 13F LOWES COS INC COM Stock 548661107 1,876 3 0.16 452 -3.83 0.0182
2025-10-27 2025-09-30 13F LOWES COS INC COM Stock 548661107 1,873 13 0.70 471 14.08 0.0191
2025-07-30 2025-06-30 13F LOWES COS INC COM Stock 548661107 1,860 55 3.05 413 -1.90 0.0176
2025-05-02 2025-03-31 13F LOWES COS INC COM Stock 548661107 1,805 58 3.32 421 -2.55 0.0199
2025-01-30 2024-12-31 13F LOWES COS INC COM Stock 548661107 1,747 43 2.52 431 -6.51 0.0204
2024-10-23 2024-09-30 13F LOWES COS INC COM Stock 548661107 1,704 16 0.95 461 23.92 0.0218
2024-07-31 2024-06-30 13F LOWES COS INC COM Stock 548661107 1,688 3 0.18 372 -13.29 0.0189
2024-04-25 2024-03-31 13F LOWES COS INC COM Stock 548661107 1,685 9 0.54 429 15.32 0.0221
2024-02-07 2023-12-31 13F LOWES COS INC COM Stock 548661107 1,676 73 4.55 373 11.71 0.0210
2023-10-30 2023-09-30 13F LOWES COS INC COM Stock 548661107 1,603 3 0.19 333 -7.76 0.0206
2023-07-31 2023-06-30 13F LOWES COS INC COM Stock 548661107 1,600 -97 -5.72 361 6.49 0.0229
2023-04-21 2023-03-31 13F LOWES COS INC COM Stock 548661107 1,697 -44 -2.53 339 -2.02 0.0227
2023-02-06 2022-12-31 13F LOWES COS INC COM Stock 548661107 1,741 64 3.82 347 9.84 0.0241
2022-11-03 2022-09-30 13F LOWES COS INC COM Stock 548661107 1,677 -18 -1.06 315 6.42 0.0263
2022-07-22 2022-06-30 13F LOWES COS INC COM Stock 548661107 1,695 -7 -0.41 296 -13.95 0.0260
2022-04-22 2022-03-31 13F LOWES COS INC COM Stock 548661107 1,702 14 0.83 344 -21.10 0.0294
2022-01-19 2021-12-31 13F LOWES COS INC COM Stock 548661107 1,688 -28 -1.63 436 25.29 0.0394
2021-10-15 2021-09-30 13F LOWES COS INC COM Stock 548661107 1,716 252 17.21 348 22.54 0.0354
2021-08-06 2021-06-30 13F LOWES COS INC COM Stock 548661107 1,464 1 0.07 284 2.16 0.0310
2021-04-16 2021-03-31 13F LOWES COS INC COM Stock 548661107 1,463 313 27.22 278 51.09 0.0387
2021-01-14 2020-12-31 13F LOWES COS INC COM Stock 548661107 1,150 2 0.17 184 -3.16 0.0341
2020-10-06 2020-09-30 13F LOWES COS INC COM Stock 548661107 1,148 1 0.09 190 22.58 0.0422
2020-07-08 2020-06-30 13F LOWES COS INC COM Stock 548661107 1,147 101 9.66 155 72.22 0.0364
2020-04-20 2020-03-31 13F LOWES COS INC COM Stock 548661107 1,046 2 0.19 90 -28.00 0.0245
2020-02-10 2019-12-31 13F LOWES COS INC COM Stock 548661107 1,044 -55 -5.00 125 3.31 0.0399
2019-11-06 2019-09-30 13F/A-1 LOWES COS INC COM Stock 548661107 1,099 571 108.14 121 128.30 0.0595
2019-10-10 2019-09-30 13F LOWES COS INC COM Stock 548661107 1,099 571 121 0.0557
2019-07-11 2019-06-30 13F LOWES COS INC COM Stock 548661107 528 7 1.34 53 -7.02 0.0320
2019-04-08 2019-03-31 13F LOWES COS INC COM Stock 548661107 521 0 0.00 57 18.75 0.0275
2019-01-15 2018-12-31 13F LOWES COS INC COM Stock 548661107 521 14 2.76 48 -17.24 0.0240
2018-10-16 2018-09-30 13F LOWES COS INC COM Stock 548661107 507 0 0.00 58 20.83 0.0336
2018-07-13 2018-06-30 13F LOWES COS INC COM Stock 548661107 507 177 53.64 48 65.52 0.0292
2018-04-12 2018-03-31 13F LOWES COS INC COM Stock 548661107 330 -16 -4.62 29 -9.37 0.0168
2018-01-10 2017-12-31 13F LOWES COS INC COM Stock 548661107 346 0 0.00 32 14.29 0.0205
2017-10-12 2017-09-30 13F LOWES COS INC COM Stock 548661107 346 346 28 0.0207
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.