勞氏公司
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership69,807 shares
Latest Disclosed Value $ 16,493,909
EP Wealth Advisors, Inc. reports 3.63% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 69,807 shares of Lowe's Companies, Inc. (MX:LOW) valued at $16,493,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 72,434 shares of Lowe's Companies, Inc.. This represents a change in shares of -3.63% 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)
2026-05-14 2026-03-31 13F LOWES COS COM 548661107 69,807 -2,627 -3.63 16,494 -5.58 0.0810
2026-02-18 2025-12-31 13F LOWES COS COM 548661107 72,434 -1,194 -1.62 17,468 6.94 0.0908
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 73,628 814 1.12 16,336 -3.81 0.1074
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 72,814 -500 -0.68 16,982 -6.14 0.1357
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 73,314 1,161 1.61 18,094 -7.41 0.1477
2024-11-15 2024-09-30 13F LOWES COS COM 548661107 72,153 -2,526 -3.38 19,543 18.70 0.1680
2024-08-19 2024-06-30 13F LOWES COS COM 548661107 74,679 7,098 10.50 16,464 -4.36 0.1749
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 67,581 4,119 6.49 17,215 21.89 0.2012
2024-02-28 2023-12-31 13F LOWES COS COM 548661107 63,462 -2,424 -3.68 14,123 3.14 0.1801
2023-11-24 2023-09-30 13F LOWES COS COM 548661107 65,886 61,723 1,482.66 13,694 -8.27 0.2124
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 4,163 -10,475 -71.56 14,928 115.74 0.2152
2023-06-05 2023-03-31 13F LOWES COS COM 548661107 14,638 -54,960 -78.97 6,920 -50.10 0.1190
2023-06-12 2022-12-31 13F LOWES COS COM 548661107 69,598 -3,560 -4.87 13,867 0.92 0.2499
2022-12-02 2022-09-30 13F LOWES COS COM 548661107 73,158 25,638 53.95 13,740 65.54 0.3116
2022-08-11 2022-06-30 13F LOWES COS COM 548661107 47,520 2,145 4.73 8,300 -9.53 0.1869
2022-05-20 2022-03-31 13F LOWES COS COM 548661107 45,375 -1,195 -2.57 9,174 -23.78 0.2014
2022-02-17 2021-12-31 13F LOWES COS COM 548661107 46,570 -712 -1.51 12,037 25.49 0.2845
2021-11-23 2021-09-30 13F/A-1 LOWES COS COM 548661107 47,282 -5,298 -10.08 9,592 -5.95 0.2630
2021-11-16 2021-09-30 13F LOWES COS COM 548661107 15,630 -36,950 9,592 0.2630
2021-08-24 2021-06-30 13F LOWES COS COM 548661107 52,580 -4,369 -7.67 10,199 -5.84 0.2828
2021-05-17 2021-03-31 13F LOWES COS COM 548661107 56,949 54,347 2,088.66 10,831 2,491.15 0.3443
2021-02-18 2020-12-31 13F LOWES COS COM 548661107 2,602 -241 -8.48 418 -11.44 0.0147
2020-11-17 2020-09-30 13F LOWES COS COM 548661107 2,843 450 18.80 472 46.13 0.0203
2020-08-14 2020-06-30 13F LOWES COS COM 548661107 2,393 -272 -10.21 323 41.05 0.0138
2020-05-18 2020-03-31 13F LOWES COS COM 548661107 2,665 -592 -18.18 229 -41.28 0.0112
2020-02-14 2019-12-31 13F LOWES COS COM 548661107 3,257 -93 -2.78 390 5.98 0.0161
2019-11-18 2019-09-30 13F LOWES COS COM 548661107 3,350 -951 -22.11 368 -15.21 0.0182
2019-08-27 2019-06-30 13F LOWES COS COM 548661107 4,301 583 15.68 434 6.63 0.0271
2019-05-20 2019-03-31 13F LOWES COS COM 548661107 3,718 -20 -0.54 407 17.97 0.0391
2019-02-15 2018-12-31 13F LOWES COS COM 548661107 3,738 -122 -3.16 345 -22.12 0.0266
2018-11-15 2018-09-30 13F LOWES COS COM 548661107 3,860 582 17.75 443 41.53 0.0346
2018-08-14 2018-06-30 13F LOWES COS COM 548661107 3,278 52 1.61 313 10.60 0.0295
2018-05-15 2018-03-31 13F LOWES COS COM 548661107 3,226 999 44.86 283 36.71 0.0274
2018-02-15 2017-12-31 13F LOWES COS COM 548661107 2,227 2,227 -30.97 207 -26.86 0.0218
2017-08-17 2017-06-30 13F LOWES COS COM 548661107 0 -2,564 -100.00 0 -100.00
2017-05-15 2017-03-31 13F LOWES COS COM 548661107 2,564 2,564 211 0.0291
2015-08-14 2015-06-30 13F Lowe's Companies Common 548661107 0 -3,227 -100.00 0 -100.00
2015-05-15 2015-03-31 13F Lowe's Companies Common 548661107 3,227 3,227 240 0.0451
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.