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

LOWE BROCKENBROUGH & CO INC

LOWE BROCKENBROUGH &'s pension fund based in Stamford, CT — $2.0B in tracked AUM across 329 positions as of Q1 2026.

LB
LOWE BROCKENBROUGH &·Stamford, CT·Pension Fund
CIK 0000022657 · last filed Mar 31, 2026
Total AUM
$2.0B
▼ 16.1%
vs prior
Holdings
329
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · 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

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