로우즈 컴퍼니즈, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionHeritage Trust Co
Latest Disclosed Ownership9,102 shares
Latest Disclosed Value $ 2,150,619
Heritage Trust Co reports 0.13% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - Heritage Trust Co filed a 13F-HR form disclosing ownership of 9,102 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,150,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,114 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.13% 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)
2026-05-13 2026-03-31 13F LOWES COS COMMON STOCK 548661107 9,102 -12 -0.13 2,151 -2.14 0.1240
2026-02-10 2025-12-31 13F LOWES COS COMMON STOCK 548661107 9,114 132 1.47 2,198 -2.66 0.2237
2025-11-12 2025-09-30 13F LOWES COS COMMON STOCK 548661107 8,982 27 0.30 2,257 13.65 0.2392
2025-08-12 2025-06-30 13F LOWES COS COMMON STOCK 548661107 8,955 -275 -2.98 1,987 -7.71 0.2294
2025-05-09 2025-03-31 13F LOWES COS COMMON STOCK 548661107 9,230 -280 -2.94 2,153 -8.31 0.2610
2025-02-13 2024-12-31 13F LOWES COS COMMON STOCK 548661107 9,510 -683 -6.70 2,347 4.45 0.2763
2024-08-12 2024-06-30 13F LOWES COS COMMON STOCK 548661107 10,193 -411 -3.88 2,247 -16.81 0.2963
2024-05-10 2024-03-31 13F LOWES COS COMMON STOCK 548661107 10,604 -24,775 -70.03 2,701 -65.69 0.3617
2024-02-09 2023-12-31 13F LOWES COS COMMON STOCK 548661107 35,379 -564 -1.57 7,874 5.39 1.1082
2023-11-08 2023-09-30 13F LOWES COS COMMON STOCK 548661107 35,943 -395 -1.09 7,470 -8.91 1.1659
2023-08-11 2023-06-30 13F LOWES COS COMMON STOCK 548661107 36,338 541 1.51 8,202 14.57 1.2001
2023-05-12 2023-03-31 13F LOWES COS COMMON STOCK 548661107 35,797 11 0.03 7,158 0.39 1.1257
2023-02-10 2022-12-31 13F LOWES COS COMMON STOCK 548661107 35,786 -239 -0.66 7,130 5.38 1.1614
2022-11-10 2022-09-30 13F LOWES COS COMMON STOCK 548661107 36,025 2,745 8.25 6,766 16.39 1.1830
2022-08-11 2022-06-30 13F LOWES COS COMMON STOCK 548661107 33,280 -408 -1.21 5,813 -14.67 0.9518
2022-05-11 2022-03-31 13F LOWES COS COMMON STOCK 548661107 33,688 -320 -0.94 6,812 -22.51 0.9628
2022-02-09 2021-12-31 13F LOWES COS COMMON STOCK 548661107 34,008 -1,020 -2.91 8,791 23.71 1.1272
2021-11-09 2021-09-30 13F LOWES COS COMMON STOCK 548661107 35,028 373 1.08 7,106 5.73 1.0001
2021-08-09 2021-06-30 13F LOWES COS COMMON STOCK 548661107 34,655 -1,445 -4.00 6,721 -2.11 0.9607
2021-05-12 2021-03-31 13F LOWES COS COMMON STOCK 548661107 36,100 -381 -1.04 6,866 17.25 1.0471
2021-02-11 2020-12-31 13F LOWES COS COMMON STOCK 548661107 36,481 518 1.44 5,856 -1.83 0.9488
2020-11-13 2020-09-30 13F LOWES COS COMMON STOCK 548661107 35,963 -2,834 -7.30 5,965 13.77 1.1115
2020-08-04 2020-06-30 13F LOWES COS COMMON STOCK 548661107 38,797 4,620 13.52 5,243 78.33 1.0271
2020-05-11 2020-03-31 13F LOWES COS COMMON STOCK 548661107 34,177 -1,507 -4.22 2,940 -31.20 0.7337
2020-02-11 2019-12-31 13F LOWES COS COMMON STOCK 548661107 35,684 2,598 7.85 4,273 17.45 0.8540
2019-11-12 2019-09-30 13F LOWES COS COMMON STOCK 548661107 33,086 729 2.25 3,638 11.39 0.7861
2019-08-13 2019-06-30 13F LOWES COS COMMON STOCK 548661107 32,357 126 0.39 3,266 -7.43 0.7260
2019-05-15 2019-03-31 13F LOWES COS COMMON STOCK 548661107 32,231 22,371 226.89 3,528 287.69 0.8146
2019-01-18 2018-12-31 13F LOWES COS INC COM COMMON STOCK 548661107 9,860 0 0.00 910 -19.61 0.3754
2018-11-14 2018-09-30 13F LOWES COS INC COM COMMON STOCK 548661107 9,860 260 2.71 1,132 23.45 0.4061
2018-08-15 2018-06-30 13F LOWES COS INC COM COMMON STOCK 548661107 9,600 0 0.00 917 8.91 0.3447
2018-05-14 2018-03-31 13F LOWES COS INC COM COMMON STOCK 548661107 9,600 0 0.00 842 -5.61 0.3147
2018-02-12 2017-12-31 13F LOWES COS INC COM COMMON STOCK 548661107 9,600 0 0.00 892 16.15 0.3204
2017-11-14 2017-09-30 13F LOWES COS INC COM COMMON STOCK 548661107 9,600 0 0.00 768 3.23 0.2824
2017-08-09 2017-06-30 13F LOWES COS INC COM COMMON STOCK 548661107 9,600 0 0.00 744 -5.70 0.2868
2017-05-08 2017-03-31 13F LOWES COS INC COM COMMON STOCK 548661107 9,600 9,600 789 0.3007
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.