로우즈 컴퍼니즈, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionGarrett Wealth Advisory Group, LLC
Latest Disclosed Ownership8,044 shares
Latest Disclosed Value $ 1,900,530
Garrett Wealth Advisory Group, LLC reports 2.94% increase in ownership of LOW / Lowe's Companies, Inc.

On April 27, 2026 - Garrett Wealth Advisory Group, LLC filed a 13F-HR form disclosing ownership of 8,044 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,900,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,814 shares of Lowe's Companies, Inc.. This represents a change in shares of 2.94% 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)
2026-04-27 2026-03-31 13F LOWES COS COM 548661107 8,044 230 2.94 1,901 0.85 0.3379
2026-02-04 2025-12-31 13F LOWES COS COM 548661107 7,814 -153 -1.92 1,884 -5.89 0.3561
2025-11-18 2025-09-30 13F LOWES COS COM 548661107 7,967 -9 -0.11 2,002 13.17 0.3902
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 7,976 35 0.44 1,770 -4.48 0.3744
2025-04-30 2025-03-31 13F LOWES COS COM 548661107 7,941 2 0.03 1,852 -5.46 0.4142
2025-02-06 2024-12-31 13F LOWES COS COM 548661107 7,939 -112 -1.39 1,959 -10.14 0.4457
2024-11-01 2024-09-30 13F LOWES COS COM 548661107 8,051 6 0.07 2,180 22.96 0.5386
2024-07-19 2024-06-30 13F LOWES COS COM 548661107 8,045 2 0.02 1,774 -13.43 0.6505
2024-04-30 2024-03-31 13F LOWES COS COM 548661107 8,043 -98 -1.20 2,049 13.09 0.8388
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 8,141 -1,223 -13.06 1,812 -6.94 0.7548
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 9,364 746 8.66 1,946 0.05 0.8858
2023-07-27 2023-06-30 13F LOWES COS COM 548661107 8,618 395 4.80 1,945 18.31 0.8630
2023-04-18 2023-03-31 13F LOWES COS COM 548661107 8,223 -122 -1.46 1,644 -1.08 0.8023
2023-02-02 2022-12-31 13F LOWES COS COM 548661107 8,345 -265 -3.08 1,663 2.78 0.8538
2022-10-12 2022-09-30 13F LOWES COS COM 548661107 8,610 -34 -0.39 1,617 7.09 0.9026
2022-07-27 2022-06-30 13F LOWES COS COM 548661107 8,644 -555 -6.03 1,510 -18.82 0.8215
2022-04-25 2022-03-31 13F LOWES COS COM 548661107 9,199 -119 -1.28 1,860 -22.79 0.9543
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 9,318 -209 -2.19 2,409 24.62 1.1688
2021-10-26 2021-09-30 13F LOWES COS COM 548661107 9,527 39 0.41 1,933 5.05 1.2354
2021-07-27 2021-06-30 13F LOWES COS COM 548661107 9,488 2 0.02 1,840 2.00 1.2055
2021-04-14 2021-03-31 13F LOWES COS COM 548661107 9,486 -196 -2.02 1,804 16.09 1.2763
2021-01-22 2020-12-31 13F LOWES COS COM 548661107 9,682 1,067 12.39 1,554 8.75 1.1686
2020-10-23 2020-09-30 13F LOWES COS COM 548661107 8,615 -111 -1.27 1,429 21.20 1.1299
2020-07-20 2020-06-30 13F LOWES COS COM 548661107 8,726 -88 -1.00 1,179 56.57 0.9438
2020-04-16 2020-03-31 13F LOWES COS COM 548661107 8,814 4 0.05 753 -28.63 0.7115
2020-01-28 2019-12-31 13F LOWES COS COM 548661107 8,810 -58 -0.65 1,055 8.21 0.7804
2019-10-18 2019-09-30 13F LOWES COS COM 548661107 8,868 -17 -0.19 975 8.82 0.6827
2019-07-29 2019-06-30 13F LOWES COS COM 548661107 8,885 -96 -1.07 896 -8.94 0.7130
2019-04-24 2019-03-31 13F LOWES COS COM 548661107 8,981 -119 -1.31 984 16.86 0.8072
2019-03-22 2018-12-31 13F LOWES COS COM 548661107 9,100 9,100 842 0.7676
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.