13F Insight
DOSSIER · 13F-HR · Q1 2026

LOWE BROCKENBROUGH & CO INC

$2.0B in tracked AUM across 329 positions as of Q1 2026.

LB
CIK 0000022657 · last filed Mar 31, 2026
Total AUM
$2.0B
as of Q1 2026
Holdings
329
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LOWE BROCKENBROUGH & CO INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$169M259K8.4%02
ACWI
ISHARES TR
$89M641K4.4%03
AAPL
APPLE INC
$71M280K3.5%04
IXUS
ISHARES TR
$64M735K3.2%05
VEA
VANGUARD TAX-MANAGED FDS
$59M913K2.9%06
MSFT
MICROSOFT CORP
$56M151K2.8%07
AGG
ISHARES TR
$48M484K2.4%08
GOOG
ALPHABET INC
$45M158K2.3%09
SCHG
SCHWAB STRATEGIC TR
$45M1.5M2.2%10
IJH
ISHARES TR
$43M642K2.2%

Filing history

2026Q1Mar 31
$2.0B▼ 1.3%
329 positionsView →2025Q4Dec 31
$2.0B▲ 4.5%
332 positionsView →2025Q3Sep 30
$1.9B▲ 9.3%
334 positionsView →2025Q2Jun 30
$1.8B▲ 17.0%
314 positionsLocked2025Q1Mar 31
$1.5B▼ 2.6%
264 positionsLocked2024Q4Dec 31
$1.6B▼ 0.4%
263 positionsLocked2024Q3Sep 30
$1.6B▲ 4.3%
265 positionsLocked2024Q2Jun 30
$1.5B▲ 1.5%
258 positionsLocked2024Q1Mar 31
$1.5B▲ 14.6%
260 positionsLocked2023Q4Dec 31
$1.3B▲ 0.3%
257 positionsLocked2023Q3Sep 30
$1.3B▼ 2.8%
260 positionsLocked2023Q2Jun 30
$1.3B▲ 7.4%
268 positionsLocked
Showing 12 of 90