로우즈 컴퍼니즈, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership12,356 shares
Latest Disclosed Value $ 2,919,393
IHT Wealth Management, LLC reports 8.77% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 12,356 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,919,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,544 shares of Lowe's Companies, Inc.. This represents a change in shares of -8.77% 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)
2026-05-15 2026-03-31 13F Lowes Companies COM 548661107 12,356 -1,188 -8.77 2,919 -10.65 0.0675
2026-02-17 2025-12-31 13F Lowes Companies COM 548661107 13,544 1,680 14.16 3,267 9.59 0.0794
2025-11-14 2025-09-30 13F Lowes Companies COM 548661107 11,864 1,178 11.02 2,981 25.78 0.0754
2025-08-14 2025-06-30 13F Lowes Companies COM 548661107 10,686 823 8.34 2,371 3.09 0.0652
2025-05-15 2025-03-31 13F Lowes Companies COM 548661107 9,863 -371 -3.63 2,300 -8.95 0.0718
2025-02-14 2024-12-31 13F Lowes Companies COM 548661107 10,234 -1,999 -16.34 2,526 -23.85 0.0815
2024-11-14 2024-09-30 13F Lowes Companies COM 548661107 12,233 1,652 15.61 3,316 42.13 0.0941
2024-08-14 2024-06-30 13F LOWES COMPANIES COM 548661107 10,581 -6 -0.06 2,333 -13.46 0.0870
2024-05-15 2024-03-31 13F Lowes Companies COM 548661107 10,587 -809 -7.10 2,697 6.31 0.1081
2024-02-14 2023-12-31 13F LOWES COMPANIES COM 548661107 11,396 -1,466 -11.40 2,536 -5.13 0.1131
2023-11-14 2023-09-30 13F LOWES COMPANIES COM 548661107 12,862 1,196 10.25 2,673 1.52 0.1355
2023-08-15 2023-06-30 13F LOWES COMPANIES COM 548661107 11,666 4,285 58.05 2,633 78.39 0.1371
2023-05-15 2023-03-31 13F LOWES COMPANIES COM 548661107 7,381 570 8.37 1,476 8.77 0.0843
2023-02-15 2022-12-31 13F LOWES COMPANIES COM 548661107 6,811 -610 -8.22 1,357 -2.65 0.0853
2022-11-22 2022-09-30 13F LOWES COMPANIES COM 548661107 7,421 1,107 17.53 1,394 26.38 0.1059
2022-08-15 2022-06-30 13F LOWES COMPANIES COM 548661107 6,314 38 0.61 1,103 -13.08 0.0972
2022-05-16 2022-03-31 13F LOWES COMPANIES COM 548661107 6,276 336 5.66 1,269 -17.33 0.0962
2022-02-14 2021-12-31 13F LOWES COMPANIES COM 548661107 5,940 -138 -2.27 1,535 24.49 0.1132
2021-11-15 2021-09-30 13F LOWES COMPANIES COM 548661107 6,078 -7,194 -54.20 1,233 -52.10 0.1004
2021-08-16 2021-06-30 13F LOWES COMPANIES COM 548661107 13,272 5,982 82.06 2,574 85.71 0.1632
2021-05-18 2021-03-31 13F LOWES COS COM 548661107 7,290 716 10.89 1,386 31.37 0.0997
2021-02-17 2020-12-31 13F LOWES COS COM 548661107 6,574 181 2.83 1,055 -0.47 0.0877
2020-11-19 2020-09-30 13F LOWES COS COM 548661107 6,393 496 8.41 1,060 33.00 0.1064
2020-08-14 2020-06-30 13F LOWES COS COM 548661107 5,897 -1,603 -21.37 797 23.57 0.1092
2020-05-13 2020-03-31 13F LOWES COS COM 548661107 7,500 411 5.80 645 -24.03 0.0929
2020-02-18 2019-12-31 13F LOWES COMPANIES COM 548661107 7,089 454 6.84 849 16.30 0.1005
2019-11-15 2019-09-30 13F LOWES COMPANIES IBOXX INV CP ETF 548661107 6,635 1,087 19.59 730 30.36 0.0993
2019-08-12 2019-06-30 13F LOWES COMPANIES COM 548661107 5,548 -408 -6.85 560 -14.11 0.0813
2019-05-16 2019-03-31 13F LOWES COS COM 548661107 5,956 193 3.35 652 22.56 0.1086
2019-02-14 2018-12-31 13F LOWES COS INC COM COM 548661107 5,763 1,146 24.82 532 0.38 0.1024
2018-11-14 2018-09-30 13F LOWES COMPANIES COM 548661107 4,617 87 1.92 530 22.40 0.1146
2018-08-13 2018-06-30 13F LOWES COMPANIES COM 548661107 4,530 -76 -1.65 433 11.03 0.1106
2018-05-14 2018-03-31 13F LOWES COMPANIES COM 548661107 4,606 49 1.08 390 -8.67 0.1047
2018-02-14 2017-12-31 13F LOWES COMPANIES COM 548661107 4,557 1,026 29.06 427 47.75 0.1130
2017-11-14 2017-09-30 13F LOWES COMPANIES COM 548661107 3,531 2,163 158.11 289 87.66 0.1230
2017-08-14 2017-06-30 13F/A-1 LOWES COMPANIES COM 548661107 1,368 110 8.74 154 49.51 0.0746
2017-08-14 2017-06-30 13F LOWES COMPANIES COM 548661107 1,368 110 4
2017-05-15 2017-03-31 13F LOWES COMPANIES COM 548661107 1,258 -145 -10.33 103 3.00 0.0687
2017-02-14 2016-12-31 13F LOWES COMPANIES COM 548661107 1,403 1,403 100 0.0756
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.