勞氏公司
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership31,772 shares
Latest Disclosed Value $ 7,507,089
Evercore Wealth Management, LLC reports 1.48% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 31,772 shares of Lowe's Companies, Inc. (MX:LOW) valued at $7,507,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 32,250 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.48% 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 COS COM 548661107 31,772 -478 -1.48 7,507 -3.47 0.0637
2026-02-17 2025-12-31 13F LOWES COS COM 548661107 32,250 -505 -1.54 7,777 -5.52 0.1140
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 32,755 -240 -0.73 8,232 12.45 0.1208
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 32,995 -1,480 -4.29 7,321 -8.96 0.1138
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 34,475 -72 -0.21 8,041 -5.70 0.1292
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 34,547 -223 -0.64 8,526 -9.46 0.1277
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 34,770 -277 -0.79 9,417 21.89 0.1413
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 35,047 -546 -1.53 7,726 -14.78 0.1216
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 35,593 -587 -1.62 9,067 12.61 0.1421
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 36,180 -4,210 -10.42 8,052 -4.09 0.1350
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 40,390 -1,285 -3.08 8,395 -10.76 0.1572
2023-08-04 2023-06-30 13F LOWES COS COM 548661107 41,675 36 0.09 9,406 12.97 0.1725
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 41,639 -1,038 -2.43 8,327 -2.07 0.1660
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 42,677 -1,176 -2.68 8,503 3.23 0.1782
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 43,853 -501 -1.13 8,236 6.30 0.1858
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 44,354 -140 -0.31 7,748 -13.87 0.1634
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 44,494 -1,350 -2.94 8,996 -24.08 0.1591
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 45,844 -1,462 -3.09 11,850 23.49 0.1927
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 47,306 -777 -1.62 9,596 2.90 0.1737
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 48,083 -716 -1.47 9,326 0.48 0.1707
2021-05-17 2021-03-31 13F LOWES COS COM 548661107 48,799 -93 -0.19 9,281 18.27 0.1839
2021-02-16 2020-12-31 13F LOWES COS COM 548661107 48,892 -236 -0.48 7,847 -3.69 0.1691
2020-11-16 2020-09-30 13F LOWES COS COM 548661107 49,128 -536 -1.08 8,148 21.41 0.1994
2020-08-13 2020-06-30 13F LOWES COS COM 548661107 49,664 -650 -1.29 6,711 55.02 0.1793
2020-05-14 2020-03-31 13F LOWES COS COM 548661107 50,314 75 0.15 4,329 -28.05 0.1427
2020-02-13 2019-12-31 13F LOWES COS COM 548661107 50,239 -2,216 -4.22 6,017 4.32 0.1621
2019-11-14 2019-09-30 13F LOWES COS COM 548661107 52,455 350 0.67 5,768 9.70 0.1692
2019-08-13 2019-06-30 13F LOWES COS COM 548661107 52,105 -216 -0.41 5,258 -8.19 0.1597
2019-05-14 2019-03-31 13F LOWES COS COM 548661107 52,321 -904 -1.70 5,727 16.50 0.1845
2019-02-13 2018-12-31 13F LOWES COS COM 548661107 53,225 1,531 2.96 4,916 -17.18 0.1857
2018-11-13 2018-09-30 13F LOWES COS COM 548661107 51,694 1,215 2.41 5,936 23.05 0.1898
2018-08-14 2018-06-30 13F LOWES COS COM 548661107 50,479 146 0.29 4,824 9.21 0.1649
2018-05-14 2018-03-31 13F LOWES COS COM 548661107 50,333 -285 -0.56 4,417 -6.12 0.1687
2018-02-13 2017-12-31 13F LOWES COS COM 548661107 50,618 -485 -0.95 4,705 15.18 0.1749
2017-11-13 2017-09-30 13F LOWES COS COM 548661107 51,103 0 0.00 4,085 3.10 0.1591
2017-08-11 2017-06-30 13F LOWES COS COM 548661107 51,103 -657 -1.27 3,962 -6.89 0.1530
2017-05-12 2017-03-31 13F LOWES COS COM 548661107 51,760 -3,444 -6.24 4,255 8.38 0.1665
2017-02-08 2016-12-31 13F LOWES COS COM 548661107 55,204 -3,633 -6.17 3,926 -7.58 0.1627
2016-11-10 2016-09-30 13F LOWES COS COM 548661107 58,837 -325 -0.55 4,248 -9.31 0.1758
2016-09-20 2016-06-30 13F/A-1 LOWES COS COM 548661107 59,162 -9,579 -13.93 4,684 -10.06 0.2070
2016-08-01 2016-06-30 13F LOWES COS COM 548661107 57,537 4,555
2016-05-02 2016-03-31 13F LOWES COS COM 548661107 68,741 -2,288 -3.22 5,208 -3.57 0.2301
2016-02-16 2015-12-31 13F LOWES COS COM 548661107 71,029 -4,850 -6.39 5,401 3.27 0.2507
2015-11-16 2015-09-30 13F LOWES COS COM 548661107 75,879 -601 -0.79 5,230 2.13 0.2498
2015-08-06 2015-06-30 13F LOWES COS COM 548661107 76,480 -1,987 -2.53 5,121 -12.28 0.2311
2015-05-06 2015-03-31 13F LOWES COS COM 548661107 78,467 -3,424 -4.18 5,838 3.60 0.2680
2015-02-13 2014-12-31 13F LOWES COS COM 548661107 81,891 -6,345 -7.19 5,635 20.61 0.2809
2014-11-13 2014-09-30 13F LOWES COS COM 548661107 88,236 -2,105 -2.33 4,672 7.72 0.2341
2014-08-14 2014-06-30 13F LOWES COS COM 548661107 90,341 -7,157 -7.34 4,337 -9.04 0.2236
2014-05-15 2014-03-31 13F LOWES COS COM 548661107 97,498 -51,445 -34.54 4,768 -35.40 0.2674
2014-02-11 2013-12-31 13F LOWES COS COM 548661107 148,943 -6,383 -4.11 7,381 -0.19 0.4056
2013-11-13 2013-09-30 13F LOWES COS COM 548661107 155,326 -1,451 -0.93 7,395 15.31 0.4236
2013-08-14 2013-06-30 13F LOWES COS COM 548661107 156,777 156,777 6,413 0.3630
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.