Lowe Brockenbrough & CO INC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Lowe Brockenbrough & CO INC disclosed 329 US equity positions worth $2.0bn in its Q1 2026 13F filing. The largest position was IVV at 8.4% of the reported book, followed by ACWI and AAPL.
What did Lowe Brockenbrough & CO INC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IVV ISHARES TR | 8.4% | $169.0m | 258,783 | – | ||
| 2 | ACWI ISHARES TR | 4.4% | $88.7m | 641,227 | – | ||
| 3 | AAPL APPLE INC | Technology | 3.5% | $71.0m | 279,895 | – | |
| 4 | IXUS ISHARES TR | 3.2% | $63.7m | 735,451 | – | ||
| 5 | VEA VANGUARD TAX-MANAGED FDS | 2.9% | $58.5m | 913,241 | – | ||
| 6 | MSFT MICROSOFT CORP | Technology | 2.8% | $55.7m | 150,528 | – | |
| 7 | AGG ISHARES TR | 2.4% | $48.0m | 483,698 | – | ||
| 8 | GOOG ALPHABET INC | Communication Services | 2.3% | $45.2m | 157,524 | – | |
| 9 | SCHG SCHWAB STRATEGIC TR | 2.2% | $45.1m | 1,546,872 | – | ||
| 10 | IJH ISHARES TR | 2.2% | $43.3m | 641,674 | – | ||
| 11 | JPM JPMORGAN CHASE & CO | Financial Services | 2.0% | $40.7m | 138,468 | – | |
| 12 | NVDA NVIDIA CORPORATION | Technology | 1.9% | $38.4m | 220,114 | – | |
| 13 | IJR ISHARES TR | 1.6% | $32.9m | 264,601 | – | ||
| 14 | EXMOC EXXON MOBIL CORP | 1.6% | $32.8m | 193,040 | – | ||
| 15 | IEMG ISHARES INC | 1.6% | $31.3m | 449,411 | – | ||
| 16 | AMZN AMAZON COM INC | Consumer Cyclical | 1.5% | $29.9m | 143,497 | – | |
| 17 | CVX CHEVRON CORPORATION | Energy | 1.4% | $27.1m | 131,169 | – | |
| 18 | SCHX SCHWAB STRATEGIC TR | 1.2% | $23.8m | 926,419 | – | ||
| 19 | AVGO BROADCOM INC | Technology | 1.2% | $23.7m | 76,715 | – | |
| 20 | VGSH VANGUARD SCOTTSDALE FDS | 1.2% | $23.3m | 397,844 | – | ||
| 21 | META META PLATFORMS INC | Communication Services | 1.1% | $22.6m | 39,519 | – | |
| 22 | GOOGL ALPHABET INC | Communication Services | 1.1% | $22.4m | 77,999 | – | |
| 23 | VUSB VANGUARD BD INDEX FDS | 1.1% | $21.7m | 435,003 | – | ||
| 24 | VGT VANGUARD WORLD FD | 1.0% | $20.5m | 29,451 | – | ||
| 25 | CSCO CISCO SYS INC | Technology | 1.0% | $20.5m | 263,812 | – | |
| 26 | RSP INVESCO EXCHANGE TRADED FD T | 1.0% | $19.8m | 103,338 | – | ||
| 27 | AMAT APPLIED MATLS INC | Technology | 1.0% | $19.8m | 57,822 | – | |
| 28 | SPY STATE STR SPDR S&P 500 ETF T | 1.0% | $19.2m | 29,463 | – | ||
| 29 | ORCL ORACLE CORP | Technology | 0.9% | $18.4m | 124,883 | – | |
| 30 | NSC NORFOLK SOUTHN CORP | Industrials | 0.9% | $18.2m | 63,248 | – | |
| 31 | VGIT VANGUARD SCOTTSDALE FDS | 0.9% | $18.0m | 301,532 | – | ||
| 32 | IEFA ISHARES TR | 0.9% | $17.8m | 197,051 | – | ||
| 33 | ETN EATON CORP PLC | Industrials | 0.9% | $17.4m | 48,666 | – | |
| 34 | GS GOLDMAN SACHS GROUP INC | Financial Services | 0.9% | $17.2m | 20,359 | – | |
| 35 | TJX TJX COS INC NEW | Consumer Cyclical | 0.8% | $16.6m | 103,982 | – | |
| 36 | 2023 ETF SERIES TRUST | 0.8% | $16.6m | 545,058 | – | ||
| 37 | VOO VANGUARD INDEX FDS | 0.8% | $16.3m | 27,278 | – | ||
| 38 | RTX RTX CORPORATION | Industrials | 0.8% | $16.2m | 83,743 | – | |
| 39 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.8% | $15.7m | 31,928 | – | |
| 40 | AMP AMERIPRISE FINL INC | Financial Services | 0.8% | $15.0m | 33,853 | – | |
| 41 | MS MORGAN STANLEY | Financial Services | 0.7% | $14.5m | 88,015 | – | |
| 42 | DUK DUKE ENERGY CORP NEW | Utilities | 0.7% | $13.3m | 101,658 | – | |
| 43 | XLV SELECT SECTOR SPDR TR | 0.6% | $12.3m | 84,204 | – | ||
| 44 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.6% | $12.3m | 2,932 | – | |
| 45 | GVI ISHARES TR | 0.6% | $12.1m | 113,226 | – | ||
| 46 | PG PROCTER & GAMBLE CO | Consumer Defensive | 0.6% | $11.8m | 81,862 | – | |
| 47 | JNJ JOHNSON & JOHNSON | Healthcare | 0.6% | $11.7m | 47,943 | – | |
| 48 | MRK MERCK & CO INC | Healthcare | 0.5% | $11.0m | 91,627 | – | |
| 49 | PNC PNC FINL SVCS GROUP INC | Financial Services | 0.5% | $10.9m | 52,567 | – | |
| 50 | IGV ISHARES TR | 0.5% | $10.9m | 136,048 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.