勞氏公司
US ˙ NYSE ˙ US5486611073

SecurityLOW / Lowe's Companies, Inc.
InstitutionUMA Financial Services, Inc.
Latest Disclosed Ownership849 shares
Latest Disclosed Value $ 200,543
UMA Financial Services, Inc. reports 2.30% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 24, 2026 - UMA Financial Services, Inc. filed a 13F-HR form disclosing ownership of 849 shares of Lowe's Companies, Inc. (US:LOW) valued at $200,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 869 shares of Lowe's Companies, Inc.. This represents a change in shares of -2.30% during the quarter. The current value of the position is $176,193 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)
2026-04-24 2026-03-31 13F LOWES COS COM 548661107 849 -20 -2.30 201 -4.31 0.0279
2026-01-29 2025-12-31 13F LOWES COS COM 548661107 869 63 7.82 210 3.47 0.0292
2025-11-04 2025-09-30 13F LOWES COS COM 548661107 806 -63 -7.25 203 5.21 0.0288
2025-07-14 2025-06-30 13F LOWES COS COM 548661107 869 30 3.58 193 -1.54 0.0303
2025-07-11 2025-06-30 13F LOWES COS COM 548661107 869 193
2025-04-28 2025-03-31 13F LOWES COS COM 548661107 839 -29 -3.34 196 -8.88 0.0337
2025-02-12 2024-12-31 13F LOWES COS COM 548661107 868 -142 -14.06 214 -24.65 0.0362
2024-10-16 2024-09-30 13F LOWES COS COM 548661107 1,010 -78 -7.17 285 8.40 0.0514
2024-07-17 2024-06-30 13F LOWES COS COM 548661107 1,088 29 2.74 262 8.71 0.0483
2024-04-17 2024-03-31 13F LOWES COS COM 548661107 1,059 92 9.51 242 13.68 0.0508
2024-01-23 2023-12-31 13F LOWES COS COM 548661107 967 967 213 0.0474
2022-08-02 2022-06-30 13F LOWES COS COM 548661107 0 -976 -100.00 0 -100.00
2022-05-05 2022-03-31 13F LOWES COS COM 548661107 976 2 0.21 202 -17.55 0.0536
2022-01-11 2021-12-31 13F LOWES COS COM 548661107 974 974 245 0.0642
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.