勞氏公司
US ˙ NYSE ˙ US5486611073

SecurityLOW / Lowe's Companies, Inc.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership7,704 shares
Latest Disclosed Value $ 1,820,308
IMA Wealth, Inc. reports 2.05% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 7,704 shares of Lowe's Companies, Inc. (US:LOW) valued at $1,820,301 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 7,865 shares of Lowe's Companies, Inc.. This represents a change in shares of -2.05% during the quarter. The current value of the position is $1,598,811 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F Lowe's Companies Common Stock 548661107 7,704 -161 -2.05 1,820 -4.01 0.1777
2026-02-11 2025-12-31 13F Lowe's Companies Common Stock 548661107 7,865 41 0.52 1,897 -3.56 0.1822
2025-11-06 2025-09-30 13F Lowe's Companies Common Stock 548661107 7,824 300 3.99 1,966 17.80 0.1981
2025-08-08 2025-06-30 13F Lowe's Companies Common Stock 548661107 7,524 13 0.17 1,669 -4.68 0.1789
2025-05-06 2025-03-31 13F Lowe's Companies Common Stock 548661107 7,511 -556 -6.89 1,752 -12.01 0.2078
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 8,067 -7 -0.09 1,991 -8.97 0.2397
2024-11-14 2024-09-30 13F Lowe's Companies Common Stock 548661107 8,074 413 5.39 2,187 29.50 0.4760
2024-07-25 2024-06-30 13F LOWES COS COM 548661107 7,661 7,661 1,689 0.3839
2024-02-05 2023-12-31 13F LOWES COS COM 548661107 0 -9,314 -100.00 0 -100.00
2023-11-28 2023-09-30 13F LOWES COS COM 548661107 9,314 -140 -1.48 1,936 -9.28 0.5003
2023-08-15 2023-06-30 13F LOWES COS COM 548661107 9,454 -160 -1.66 2,134 10.98 0.5482
2023-05-16 2023-03-31 13F LOWES COS COM 548661107 9,614 -73 -0.75 1,923 -0.41 0.4958
2023-02-16 2022-12-31 13F LOWES COS COM 548661107 9,687 -134 -1.36 1,930 4.66 0.5109
2022-11-15 2022-09-30 13F LOWES COS COM 548661107 9,821 -244 -2.42 1,844 4.89 0.4954
2022-08-18 2022-06-30 13F LOWES COS COM 548661107 10,065 131 1.32 1,758 -12.49 0.4302
2022-06-13 2022-03-31 13F LOWES COS COM 548661107 9,934 216 2.22 2,009 -20.02 0.4611
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 9,718 -910 -8.56 2,512 16.51 0.5547
2021-11-03 2021-09-30 13F LOWES COS COM 548661107 10,628 -704 -6.21 2,156 -1.91 0.5093
2021-08-13 2021-06-30 13F LOWES COS COM 548661107 11,332 -272 -2.34 2,198 -0.41 0.5136
2021-05-13 2021-03-31 13F LOWES COS COM 548661107 11,604 11,604 2,207 0.5406
2020-04-14 2020-03-31 13F LOWES COS COM 548661107 0 -98 -100.00 0 -100.00
2020-02-24 2019-12-31 13F LOWES COS COM 548661107 98 0 0.00 12 9.09 0.0045
2019-10-29 2019-09-30 13F LOWES COS COM 548661107 98 1 1.03 11 10.00 0.0042
2019-07-19 2019-06-30 13F LOWES COS COM 548661107 97 97 10 0.0037
2016-12-07 2016-09-30 13F Lowes Companies COM 548661107 0 0 0 0.0000
2016-12-08 2016-03-31 13F Lowes Companies COM 548661107 0 -4,660 -100.00 0 -100.00
2016-12-08 2015-12-31 13F Lowes Companies COM 548661107 4,660 580 14.22 354 25.98 0.2149
2016-12-08 2015-09-30 13F Lowes Companies COM 548661107 4,080 0 0.00 281 2.93 0.1781
2015-07-24 2015-06-30 13F Lowes Companies COM 548661107 4,080 30 0.74 273 -9.30 0.1299
2015-04-14 2015-03-31 13F Lowes Companies COM 548661107 4,050 0 0.00 301 7.89 0.1463
2015-01-09 2014-12-31 13F Lowes Companies COM 548661107 4,050 -60 -1.46 279 27.98 0.1442
2014-10-16 2014-09-30 13F Lowes Companies COM 548661107 4,110 -120 -2.84 218 5.31 0.1029
2014-04-15 2014-03-31 13F Lowes Companies COM 548661107 4,230 0 0.00 207 -1.43 0.0968
2014-01-30 2013-12-31 13F Lowes Companies COM 548661107 4,230 0 0.00 210 4.48 0.0999
2013-10-03 2013-09-30 13F Lowes Companies COM 548661107 4,230 4,230 201 0.0986
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.