로우즈 컴퍼니즈, Inc.
IT ˙ BIT ˙ US5486611073
€179.80 0.00 (0.00%)
2026-06-04
주가
SecurityIT:1LOW / Lowe's Companies, Inc.
InstitutionValmark Advisers, Inc.
Latest Disclosed Ownership11,446 shares
Latest Disclosed Value $ 2,704,551
Valmark Advisers, Inc. reports 2.28% increase in ownership of 1LOW / Lowe's Companies, Inc.

On May 1, 2026 - Valmark Advisers, Inc. filed a 13F-HR form disclosing ownership of 11,446 shares of Lowe's Companies, Inc. (IT:1LOW) valued at $2,283,019 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 11,191 shares of Lowe's Companies, Inc.. This represents a change in shares of 2.28% during the quarter. The current value of the position is $2,057,991 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)
2026-05-01 2026-03-31 13F LOWES COS COM 548661107 11,446 255 2.28 2,705 0.22 0.0321
2026-01-26 2025-12-31 13F LOWES COS COM 548661107 11,191 -73 -0.65 2,699 -4.66 0.0333
2025-10-24 2025-09-30 13F LOWES COS COM 548661107 11,264 -271 -2.35 2,831 10.59 0.0366
2025-07-23 2025-06-30 13F LOWES COS COM 548661107 11,535 25 0.22 2,559 -4.66 0.0356
2025-04-23 2025-03-31 13F LOWES COS COM 548661107 11,510 211 1.87 2,684 -3.73 0.0405
2025-01-30 2024-12-31 13F LOWES COS COM 548661107 11,299 -254 -2.20 2,789 -10.90 0.0432
2024-10-25 2024-09-30 13F LOWES COS COM 548661107 11,553 177 1.56 3,129 24.76 0.0489
2024-08-01 2024-06-30 13F LOWES COS COM 548661107 11,376 220 1.97 2,508 -11.72 0.0426
2024-05-06 2024-03-31 13F LOWES COS COM 548661107 11,156 91 0.82 2,842 15.39 0.0494
2024-02-02 2023-12-31 13F LOWES COS COM 548661107 11,065 717 6.93 2,463 14.51 0.0461
2023-11-08 2023-09-30 13F LOWES COS COM 548661107 10,348 -29 -0.28 2,151 -8.20 0.0446
2023-08-03 2023-06-30 13F LOWES COS COM 548661107 10,377 -238 -2.24 2,342 10.37 0.0476
2023-05-02 2023-03-31 13F LOWES COS COM 548661107 10,615 224 2.16 2,123 2.51 0.0457
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 10,391 -51 -0.49 2,070 5.56 0.0478
2022-11-03 2022-09-30 13F LOWES COS COM 548661107 10,442 -123 -1.16 1,961 6.29 0.0395
2022-08-01 2022-06-30 13F LOWES COS COM 548661107 10,565 -162 -1.51 1,845 -14.94 0.0358
2022-05-10 2022-03-31 13F LOWES COS COM 548661107 10,727 226 2.15 2,169 -20.08 0.0382
2022-02-02 2021-12-31 13F LOWES COS COM 548661107 10,501 -182 -1.70 2,714 25.24 0.0468
2021-11-09 2021-09-30 13F LOWES COS COM 548661107 10,683 -87 -0.81 2,167 3.73 0.0397
2021-08-06 2021-06-30 13F LOWES COS COM 548661107 10,770 -542 -4.79 2,089 -2.88 0.0383
2021-05-04 2021-03-31 13F LOWES COS COM 548661107 11,312 607 5.67 2,151 25.20 0.0415
2021-02-03 2020-12-31 13F LOWES COS COM 548661107 10,705 8,801 462.24 1,718 443.67 0.0350
2020-11-09 2020-09-30 13F LOWES COS COM 548661107 1,904 126 7.09 316 31.67 0.0072
2020-07-31 2020-06-30 13F LOWES COS COM 548661107 1,778 1,778 240 0.0056
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.