勞氏公司
US ˙ NYSE ˙ US5486611073

SecurityLOW / Lowe's Companies, Inc.
InstitutionCharter Trust Co
Latest Disclosed Ownership9,172 shares
Latest Disclosed Value $ 2,167,160
Charter Trust Co reports 5.91% increase in ownership of LOW / Lowe's Companies, Inc.

On April 17, 2026 - Charter Trust Co filed a 13F-HR form disclosing ownership of 9,172 shares of Lowe's Companies, Inc. (US:LOW) valued at $2,167,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 8,660 shares of Lowe's Companies, Inc.. This represents a change in shares of 5.91% during the quarter. The current value of the position is $1,903,465 USD.

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)
2026-04-17 2026-03-31 13F LOWES COS COM 548661107 9,172 512 5.91 2,167 3.78 0.1268
2026-01-22 2025-12-31 13F LOWES COS COM 548661107 8,660 -81 -0.93 2,088 -4.92 0.1207
2025-10-15 2025-09-30 13F LOWES COS COM 548661107 8,741 -363 -3.99 2,197 8.77 0.1319
2025-07-23 2025-06-30 13F LOWES COS COM 548661107 9,104 -137 -1.48 2,020 -6.31 0.1293
2025-04-16 2025-03-31 13F LOWES COS COM 548661107 9,241 237 2.63 2,155 -3.02 0.1428
2025-01-13 2024-12-31 13F LOWE'S COS COM 548661107 9,004 -381 -4.06 2,222 -12.55 0.1455
2024-10-16 2024-09-30 13F LOWE'S COS COM 548661107 9,385 -58 -0.61 2,542 22.10 0.1621
2024-07-17 2024-06-30 13F LOWE'S COS COM 548661107 9,443 -268 -2.76 2,082 -15.85 0.1378
2024-04-24 2024-03-31 13F LOWE'S COS COM 548661107 9,711 -444 -4.37 2,474 9.47 0.1652
2024-01-17 2023-12-31 13F LOWE'S COS COM 548661107 10,155 -361 -3.43 2,260 3.39 0.1685
2023-11-28 2023-09-30 13F LOWE'S COS COM 548661107 10,516 -349 -3.21 2,186 -10.89 0.1740
2023-08-09 2023-06-30 13F LOWE'S COS COM 548661107 10,865 0 0.00 2,452 12.89 0.1880
2023-04-24 2023-03-31 13F LOWE'S COS COM 548661107 10,865 -878 -7.48 2,173 -7.14 0.1730
2023-06-09 2022-12-31 13F/A-1 LOWE'S COS COM 548661107 11,743 -67 -0.57 2,340 5.46 0.1868
2023-01-19 2022-12-31 13F LOWE'S COS COM 548661107 11,743 -67 2 0.0002
2022-10-24 2022-09-30 13F LOWE'S COS COM 548661107 11,810 -204 -1.70 2,218 5.72 0.1911
2022-08-12 2022-06-30 13F LOWE'S COS COM 548661107 12,014 -325 -2.63 2,098 -15.91 0.1679
2022-04-14 2022-03-31 13F LOWE'S COS COM 548661107 12,339 -2,140 -14.78 2,495 -33.34 0.2238
2022-01-28 2021-12-31 13F LOWE'S COS COM 548661107 14,479 -674 -4.45 3,743 21.76 0.3178
2021-11-15 2021-09-30 13F LOWE'S COS COM 548661107 15,153 -655 -4.14 3,074 0.26 0.2875
2021-08-11 2021-06-30 13F LOWE'S COS COM 548661107 15,808 -695 -4.21 3,066 -2.29 0.2850
2021-05-06 2021-03-31 13F LOWE'S COS COM 548661107 16,503 -237 -1.42 3,138 16.78 0.3053
2021-02-09 2020-12-31 13F LOWE'S COS COM 548661107 16,740 -236 -1.39 2,687 -4.55 0.2692
2020-11-02 2020-09-30 13F LOWE'S COS COM 548661107 16,976 -453 -2.60 2,815 19.53 0.3111
2020-08-04 2020-06-30 13F LOWE'S COS COM 548661107 17,429 -4,353 -19.98 2,355 25.67 0.2722
2020-05-14 2020-03-31 13F LOWE'S COS COM 548661107 21,782 -2,355 -9.76 1,874 -35.18 0.2527
2020-02-11 2019-12-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 24,137 -1,260 -4.96 2,891 3.51 0.3163
2019-11-07 2019-09-30 13F LOWE'S COMPANIES COMMON STOCK 548661107 25,397 -301 -1.17 2,793 7.71 0.3244
2019-08-01 2019-06-30 13F LOWE'S COMPANIES COMMON STOCK 548661107 25,698 -1,075 -4.02 2,593 -11.53 0.3016
2019-05-10 2019-03-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 26,773 -802 -2.91 2,931 15.08 0.3514
2019-02-13 2018-12-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 27,575 -605 -2.15 2,547 -21.29 0.3387
2018-11-14 2018-09-30 13F LOWE'S COMPANIES COMMON STOCK 548661107 28,180 79 0.28 3,236 20.52 0.3672
2018-08-10 2018-06-30 13F LOWE'S COMPANIES COMMON STOCK 548661107 28,101 -1,119 -3.83 2,685 4.72 0.3237
2018-04-06 2018-03-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 29,220 -212 -0.72 2,564 -6.25 0.3141
2018-01-17 2017-12-31 13F LOWES COS COMMON STOCK 548661107 29,432 -3,152 -9.67 2,735 5.03 0.3184
2017-10-11 2017-09-30 13F LOWES COS COMMON STOCK 548661107 32,584 -2,722 -7.71 2,604 -4.86 0.3150
2017-07-10 2017-06-30 13F LOWES COS COMMON STOCK 548661107 35,306 -864 -2.39 2,737 -7.97 0.3284
2017-04-07 2017-03-31 13F LOWES COS COMMON STOCK 548661107 36,170 -4,320 -10.67 2,974 3.26 0.3475
2017-01-19 2016-12-31 13F LOWES COS COMMON STOCK 548661107 40,490 -580 -1.41 2,880 -2.87 0.3178
2016-10-14 2016-09-30 13F LOWES COS COMMON STOCK 548661107 41,070 -141 -0.34 2,965 -9.13 0.3357
2016-07-19 2016-06-30 13F LOWES COS COMMON STOCK 548661107 41,211 265 0.65 3,263 5.22 0.3794
2016-04-08 2016-03-31 13F LOWES COS COMMON STOCK 548661107 40,946 350 0.86 3,101 0.45 0.3782
2016-01-11 2015-12-31 13F LOWES COS COMMON STOCK 548661107 40,596 -232 -0.57 3,087 9.70 0.3879
2015-10-16 2015-09-30 13F LOWES COS COMMON STOCK 548661107 40,828 -2,086 -4.86 2,814 -2.09 0.3733
2015-07-20 2015-06-30 13F LOWES COS COMMON STOCK 548661107 42,914 477 1.12 2,874 -8.96 0.3493
2015-04-07 2015-03-31 13F LOWES COS COMMON STOCK 548661107 42,437 457 1.09 3,157 9.28 0.3827
2015-01-14 2014-12-31 13F LOWES COS COMMON STOCK 548661107 41,980 -200 -0.47 2,889 29.44 0.3608
2014-10-21 2014-09-30 13F LOWES COS COMMON STOCK 548661107 42,180 -649 -1.52 2,232 8.56 0.2864
2014-07-09 2014-06-30 13F LOWES COS COMMON STOCK 548661107 42,829 -3,609 -7.77 2,056 -9.47 0.2576
2014-04-28 2014-03-31 13F LOWES COS COMMON STOCK 548661107 46,438 -1,042 -2.19 2,271 -3.48 0.2918
2014-01-15 2013-12-31 13F LOWES COS COMMON STOCK 548661107 47,480 -7,795 -14.10 2,353 -10.60 0.3056
2013-10-23 2013-09-30 13F LOWES COS COMMON STOCK 548661107 55,275 -3,545 -6.03 2,632 9.44 0.3690
2013-07-25 2013-06-30 13F LOWES COS COMMON STOCK 548661107 58,820 -438 -0.74 2,405 7.03 0.3481
2013-05-28 2013-03-31 13F LOWES COS COMMON STOCK 548661107 59,258 59,258 2,247 0.3431
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.