勞氏公司
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionNewEdge Wealth, LLC
Latest Disclosed Ownership92,910 shares
Latest Disclosed Value $ 21,952,738
NewEdge Wealth, LLC reports 4.07% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - NewEdge Wealth, LLC filed a 13F-HR form disclosing ownership of 92,910 shares of Lowe's Companies, Inc. (MX:LOW) valued at $21,952,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 96,856 shares of Lowe's Companies, Inc.. This represents a change in shares of -4.07% 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 COM 548661107 92,910 -3,946 -4.07 21,953 -6.02 0.2615
2026-02-03 2025-12-31 13F LOWES COS COM 548661107 96,856 4,141 4.47 23,358 7.50 0.2639
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 92,715 -286 -0.31 21,728 -2.07 0.3115
2025-08-11 2025-06-30 13F LOWES COS COM 548661107 93,001 -41,365 -30.79 22,186 -29.20 0.3475
2025-05-09 2025-03-31 13F LOWES COS COM 548661107 134,366 9,041 7.21 31,338 1.32 0.5676
2025-02-05 2024-12-31 13F LOWES COS COM 548661107 125,325 -1,122 -0.89 30,930 -9.69 0.5364
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 126,447 8,303 7.03 34,248 31.49 0.6180
2024-08-02 2024-06-30 13F LOWES COS COM 548661107 118,144 1,366 1.17 26,046 -2.85 0.5642
2024-05-06 2024-03-31 13F LOWES COS COM 548661107 116,778 13,154 12.69 26,810 16.25 0.6014
2024-01-29 2023-12-31 13F LOWES COS COM 548661107 103,624 12,199 13.34 23,062 21.37 0.5894
2023-11-08 2023-09-30 13F LOWES COS COM 548661107 91,425 23,592 34.78 19,002 24.12 0.6021
2023-08-09 2023-06-30 13F LOWES COS COM 548661107 67,833 1,742 2.64 15,310 15.84 0.5114
2023-05-08 2023-03-31 13F LOWES COS COM 548661107 66,091 3,773 6.05 13,216 6.44 0.5016
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 62,318 2,582 4.32 12,416 10.67 0.5346
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 59,736 5,674 10.50 11,219 18.81 0.5306
2022-08-09 2022-06-30 13F LOWES COS COM 548661107 54,062 11,742 27.75 9,443 10.35 0.4289
2022-05-10 2022-03-31 13F LOWES COS COM 548661107 42,320 2,437 6.11 8,557 -16.99 0.3799
2022-01-31 2021-12-31 13F LOWES COS COM 548661107 39,883 1,476 3.84 10,309 32.32 0.4321
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 38,407 2,040 5.61 7,791 10.45 0.4637
2021-08-11 2021-06-30 13F LOWES COS COM 548661107 36,367 1,862 5.40 7,054 7.50 0.5387
2021-05-13 2021-03-31 13F LOWES COS COM 548661107 34,505 23,717 219.85 6,562 278.87 0.6523
2021-05-13 2020-12-31 13F LOWES COS COM 548661107 10,788 10,788 1,732 0.5328
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.