13F Insight
DOSSIER · 13F-HR · Q2 2026

LOWE BROCKENBROUGH & CO INC

$2.2B in tracked AUM across 341 positions as of Q2 2026.

LB
CIK 0000022657 · last filed Jun 30, 2026
Total AUM
$2.2B
as of Q2 2026
Holdings
341
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LOWE BROCKENBROUGH & CO INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$191M255K8.5%02
ACWI
ISHARES TR
$85M542K3.8%03
AAPL
APPLE INC
$79M274K3.5%04
IXUS
ISHARES TR
$73M760K3.2%05
VEA
VANGUARD TAX-MANAGED FDS
$68M952K3.0%06
AGG
ISHARES TR
$67M679K3.0%07
SCHG
SCHWAB STRATEGIC TR
$58M1.7M2.6%08
MSFT
MICROSOFT CORP
$57M154K2.6%09
GOOG
ALPHABET INC
$54M154K2.4%10
IJH
ISHARES TR
$52M674K2.3%

Filing history

2026Q2Jun 30
$2.2B▲ 12.0%
341 positionsView →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 positionsLocked
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