로우즈 컴퍼니즈, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionCapWealth Advisors, LLC
Latest Disclosed Ownership2,000 shares
Latest Disclosed Value $ 472,560
CapWealth Advisors, LLC ownership in LOW / Lowe's Companies, Inc.

On May 5, 2026 - CapWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,000 shares of Lowe's Companies, Inc. (MX:LOW) valued at $472,560 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 2,000 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)
2026-05-05 2026-03-31 13F LOWES COS INC COM Stock 548661107 2,000 0 0.00 473 -2.07 0.0351
2026-02-06 2025-12-31 13F/A-1 LOWES COS INC COM Stock 548661107 2,000 0 0.00 482 -3.98 0.0330
2026-02-02 2025-12-31 13F LOWES COS INC COM Stock 548661107 2,000 0 482 0.0328
2026-02-06 2025-09-30 13F/A-2 LOWES COS INC COM Stock 548661107 2,000 0 0.00 503 13.32 0.0346
2025-10-30 2025-09-30 13F/A-1 LOWES COS INC COM Stock 548661107 2,000 0 503 0.0344
2025-10-21 2025-09-30 13F LOWES COS INC COM Stock 548661107 2,000 0 503 0.0453
2025-07-29 2025-06-30 13F LOWES COS INC COM Stock 548661107 2,000 0 0.00 444 -4.94 0.0437
2025-04-30 2025-03-31 13F LOWES COS INC COM Stock 548661107 2,000 -15 -0.74 466 -6.24 0.0505
2025-01-30 2024-12-31 13F LOWES COS INC COM Stock 548661107 2,015 15 0.75 497 -8.13 0.0545
2024-10-31 2024-09-30 13F LOWES COS INC COM Stock 548661107 2,000 0 0.00 542 22.95 0.0589
2024-08-05 2024-06-30 13F LOWES COS INC COM Stock 548661107 2,000 0 0.00 441 -13.56 0.0557
2024-05-03 2024-03-31 13F LOWES COS INC COM Stock 548661107 2,000 0 0.00 509 14.38 0.0572
2024-01-31 2023-12-31 13F LOWES COS INC COM Stock 548661107 2,000 0 0.00 445 7.23 0.0543
2023-11-01 2023-09-30 13F LOWES COS INC COM Stock 548661107 2,000 -82 -3.94 416 -11.51 0.0533
2023-08-07 2023-06-30 13F LOWES COS INC COM Stock 548661107 2,082 82 4.10 470 17.54 0.0573
2023-05-02 2023-03-31 13F LOWES COS INC COM Stock 548661107 2,000 0 0.00 400 0.25 0.0499
2023-02-01 2022-12-31 13F LOWES COS INC COM Stock 548661107 2,000 0 0.00 398 5.85 0.0468
2022-11-02 2022-09-30 13F LOWES COS INC COM Stock 548661107 2,000 -144 -6.72 376 0.53 0.0496
2022-08-05 2022-06-30 13F LOWES COS INC COM Stock 548661107 2,144 144 7.20 374 -7.43 0.0451
2022-05-04 2022-03-31 13F/A-2 LOWES COS INC COM Stock 548661107 2,000 0 0.00 404 -21.86 0.0414
2022-05-03 2022-03-31 13F/A-1 LOWES COS INC COM Stock 548661107 2,000 0 404 0.0391
2022-05-02 2022-03-31 13F LOWES COS INC COM Stock 548661107 2,000 0 404 0.0430
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 2,000 0 0.00 517 27.34 0.0526
2021-11-09 2021-09-30 13F LOWES COS COM 548661107 2,000 0 0.00 406 4.64 0.0445
2021-08-10 2021-06-30 13F LOWES COS COM 548661107 2,000 0 0.00 388 2.11 0.0421
2021-05-03 2021-03-31 13F LOWES COS COM 548661107 2,000 0 0.00 380 18.38 0.0432
2021-02-17 2020-12-31 13F/A-1 LOWES COS COM 548661107 2,000 0 0.00 321 -3.31 0.0383
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 2,000 0 321 38,797.8235
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 2,000 0 0.00 332 22.96 0.0443
2020-08-12 2020-06-30 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 270 33.66 0.0382
2020-05-08 2020-03-31 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 202 -15.83 0.0289
2020-02-18 2019-12-31 13F/A-1 LOWES COMPANIES COM 548661107 2,000 0 0.00 240 9.09 0.0302
2020-02-06 2019-12-31 13F LOWES COMPANIES COM 548661107 2,000 0 240 30,891.2512
2019-10-29 2019-09-30 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 220 8.91 0.0293
2019-08-13 2019-06-30 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 202 -7.76 0.0289
2019-05-15 2019-03-31 13F LOWES COMPANIES COM 548661107 2,000 2,000 219 0.0336
2019-02-15 2018-12-31 13F LOWES COMPANIES COM 548661107 0 -2,500 -100.00 0 -100.00
2018-11-14 2018-09-30 13F LOWES COMPANIES COM 548661107 2,500 2,500 287 0.0471
2017-02-14 2016-12-31 13F LOWES COMPANIES COM 548661107 0 -2,000 -100.00 0 -100.00
2016-11-14 2016-09-30 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 144 -8.86 0.0346
2016-08-03 2016-06-30 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 158 4.64 0.0386
2016-05-11 2016-03-31 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 151 -0.66 0.0384
2016-02-11 2015-12-31 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 152 10.14 0.0368
2015-11-12 2015-09-30 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 138 2.99 0.0346
2015-08-14 2015-06-30 13F LOWES COMPANIES COM 548661107 2,000 -148 -6.89 134 -16.25 0.0316
2015-05-12 2015-03-31 13F LOWES COMPANIES COM 548661107 2,148 2,148 0.00 160 0.0376
2015-02-11 2014-12-31 13F LOWES COMPANIES COM 548661107 0 -2,000 -100.00 0 -100.00
2014-11-12 2014-09-30 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 106 10.42 0.0241
2014-08-08 2014-06-30 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 96 -2.04 0.0220
2014-05-12 2014-03-31 13F LOWES COMPANIES COM 548661107 2,000 0 0.00 98 -1.01 0.0264
2014-02-13 2013-12-31 13F LOWES COMPANIES COM 548661107 2,000 -500 -20.00 99 -16.81 0.0250
2013-11-13 2013-09-30 13F LOWES COMPANIES COM 548661107 2,500 0 0.00 119 16.67 0.0331
2013-07-26 2013-06-30 13F LOWES COMPANIES COM 548661107 2,500 2,500 102 0.0298
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.