Lowe's Companies, Inc.
US ˙ NYSE ˙ US5486611073

SecurityLOW / Lowe's Companies, Inc.
InstitutionSmith Shellnut Wilson Llc /adv
Latest Disclosed Ownership12,973 shares
Latest Disclosed Value $ 3,260,245
Smith Shellnut Wilson Llc /adv reports 2.28% decrease in ownership of LOW / Lowe's Companies, Inc.

On October 27, 2025 - Smith Shellnut Wilson Llc /adv filed a 13F-HR form disclosing ownership of 12,973 shares of Lowe's Companies, Inc. (US:LOW) valued at $3,260,245 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 5, 2025 disclosing 13,276 shares of Lowe's Companies, Inc.. This represents a change in shares of -2.28% during the quarter. The current value of the position is $2,733,930 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)
2025-10-27 2025-09-30 13F LOWES COS COM 548661107 12,973 -303 -2.28 3,260 10.70 1.2524
2025-08-05 2025-06-30 13F LOWES COS COM 548661107 13,276 0 0.00 2,946 -4.88 1.2774
2025-04-17 2025-03-31 13F LOWES COS COM 548661107 13,276 74 0.56 3,096 -4.97 1.4190
2025-03-04 2024-12-31 13F LOWES COS COM 548661107 13,202 248 1.91 3,258 -7.13 1.4423
2024-10-31 2024-09-30 13F LOWES COS COM 548661107 12,954 -34 -0.26 3,509 22.53 1.5860
2024-07-26 2024-06-30 13F LOWES COS COM 548661107 12,988 0 0.00 2,863 -13.45 1.3901
2024-05-01 2024-03-31 13F LOWES COS COM 548661107 12,988 0 0.00 3,308 14.46 1.7541
2024-02-21 2023-12-31 13F LOWES COS COM 548661107 12,988 -507 -3.76 2,890 3.07 1.6580
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 13,495 0 0.00 2,805 -7.91 1.7162
2023-08-04 2023-06-30 13F LOWES COS COM 548661107 13,495 -10 -0.07 3,046 12.78 1.7176
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 13,505 0 0.00 2,701 0.37 1.6413
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 13,505 -10 -0.07 2,691 5.99 1.6613
2022-11-03 2022-09-30 13F LOWES COS COM 548661107 13,515 93 0.69 2,538 8.28 1.6874
2022-08-02 2022-06-30 13F LOWES COS COM 548661107 13,422 -275 -2.01 2,344 -15.35 1.4516
2022-05-02 2022-03-31 13F LOWES COS COM 548661107 13,697 -146 -1.05 2,769 -22.61 1.4493
2022-02-03 2021-12-31 13F LOWES COS COM 548661107 13,843 37 0.27 3,578 27.74 1.7717
2021-11-12 2021-09-30 13F LOWE'S COMPANIES COM 548661107 13,806 1 0.01 2,801 4.59 1.6208
2021-08-12 2021-06-30 13F LOWE'S COMPANIES COM 548661107 13,805 -1,250 -8.30 2,678 -6.46 1.5582
2021-04-06 2021-03-31 13F LOWE'S COMPANIES COM 548661107 15,055 -9,179 -37.88 2,863 -26.40 1.7478
2021-02-05 2020-12-31 13F LOWE'S COMPANIES COM 548661107 24,234 119 0.49 3,890 -2.75 2.3190
2020-11-12 2020-09-30 13F LOWE'S COMPANIES COM 548661107 24,115 -633 -2.56 4,000 19.62 1.4944
2020-08-26 2020-06-30 13F LOWE'S COMPANIES COM 548661107 24,748 0 0.00 3,344 57.00 2.3954
2020-04-20 2020-03-31 13F LOWE'S COMPANIES COM 548661107 24,748 -590 -2.33 2,130 -29.80 1.7863
2020-02-05 2019-12-31 13F LOWE'S COMPANIES COM 548661107 25,338 0 0.00 3,034 8.90 2.0220
2019-11-06 2019-09-30 13F LOWE'S COMPANIES COM 548661107 25,338 189 0.75 2,786 9.77 2.0635
2019-08-14 2019-06-30 13F LOWE'S COMPANIES COM 548661107 25,149 2 0.01 2,538 -7.81 1.9063
2019-05-14 2019-03-31 13F/A-1 LOWE'S COMPANIES COM 548661107 25,147 107 0.43 2,753 19.02 2.1792
2019-05-13 2019-03-31 13F LOWE'S COMPANIES COM 548661107 25,040 0 2,313
2019-02-13 2018-12-31 13F LOWE'S COMPANIES COM 548661107 25,040 -33 -0.13 2,313 -19.66 2.4783
2018-10-09 2018-09-30 13F LOWE'S COMPANIES COM 548661107 25,073 0 0.00 2,879 30.86 2.5779
2018-04-24 2018-03-31 13F LOWE'S COMPANIES COM 548661107 25,073 -277 -1.09 2,200 -6.62 1.8909
2018-02-22 2017-12-31 13F LOWE'S COMPANIES COM 548661107 25,350 148 0.59 2,356 16.92 1.9936
2017-11-17 2017-09-30 13F LOWE'S COMPANIES COM 548661107 25,202 3,235 14.73 2,015 15.87 1.7750
2017-07-11 2017-06-30 13F LOWE'S COMPANIES COM 548661107 21,967 -1,053 -4.57 1,739 -8.09 1.8051
2017-04-06 2017-03-31 13F LOWE'S COMPANIES COM 548661107 23,020 524 2.33 1,892 18.25 1.7447
2017-02-13 2016-12-31 13F LOWE'S COMPANIES COM 548661107 22,496 22,496 1,600 1.5400
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.