Lowe Brockenbrough & Co Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Lowe Brockenbrough & Co Inc disclosed 337 stock positions valued at approximately $2.25B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 337
- Portfolio Value
- $2.25B
Holdings by Sector
Lowe Brockenbrough & Co Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 8.49% | 254,751 | -4,032 | -1.56% | $190,780,251 |
| ISHARES TR | ACWI | Other | 3.79% | 542,352 | -98,875 | -15.42% | $85,132,993 |
| APPLE INC | AAPL | Technology | 3.53% | 274,474 | -5,421 | -1.94% | $79,418,186 |
| ISHARES TR | IXUS | Other | 3.23% | 760,416 | +24,965 | +3.39% | $72,574,103 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.02% | 951,649 | +38,408 | +4.21% | $67,802,219 |
| ISHARES TR | AGG | Other | 2.99% | 678,593 | +194,895 | +40.29% | $67,168,188 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.58% | 1,713,342 | +166,470 | +10.76% | $57,979,493 |
| MICROSOFT CORP | MSFT | Technology | 2.55% | 153,883 | +3,355 | +2.23% | $57,399,747 |
| ALPHABET INC | GOOG | Communication Services | 2.42% | 154,129 | -3,395 | -2.16% | $54,457,212 |
| ISHARES TR | IJH | Other | 2.31% | 674,296 | +32,622 | +5.08% | $51,993,185 |
| NVIDIA CORPORATION | NVDA | Technology | 2.02% | 226,813 | +6,699 | +3.04% | $45,378,474 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.99% | 136,772 | -1,696 | -1.22% | $44,770,095 |
| ISHARES TR | IJR | Other | 1.79% | 270,876 | +6,275 | +2.37% | $40,172,385 |
| ISHARES INC | IEMG | Other | 1.71% | 462,841 | +13,430 | +2.99% | $38,338,388 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.52% | 143,176 | -321 | -0.22% | $34,125,499 |
| VANGUARD INDEX FDS | VOO | Other | 1.42% | 46,610 | +19,332 | +70.87% | $32,012,214 |
| CISCO SYS INC | CSCO | Technology | 1.31% | 250,613 | -13,199 | -5.00% | $29,437,164 |
| BROADCOM INC | AVGO | Technology | 1.31% | 77,820 | +1,105 | +1.44% | $29,395,048 |
| APPLIED MATLS INC | AMAT | Technology | 1.25% | 38,765 | -19,057 | -32.96% | $28,021,718 |
| VANGUARD WORLD FD | VGT | Other | 1.25% | 234,464 | +205,013 | +696.12% | $28,019,996 |
| ALPHABET INC | GOOGL | Communication Services | 1.22% | 76,656 | -1,343 | -1.72% | $27,394,399 |
| EXXON MOBIL CORP | XOM | Energy | 1.17% | 192,068 | -972 | -0.50% | $26,259,339 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.15% | 881,010 | -45,409 | -4.90% | $25,928,124 |
| ISHARES TR | SOXX | Other | 1.06% | 37,319 | +4,627 | +14.15% | $23,908,561 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.06% | 410,725 | +12,881 | +3.24% | $23,904,435 |
| META PLATFORMS INC | META | Communication Services | 1.04% | 41,480 | +1,961 | +4.96% | $23,365,031 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.01% | 106,692 | +3,354 | +3.25% | $22,700,795 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.00% | 30,103 | +640 | +2.17% | $22,479,867 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.98% | 443,065 | +8,062 | +1.85% | $22,055,776 |
| EATON CORP PLC | ETN | Other | 0.92% | 48,493 | -173 | -0.36% | $20,661,873 |
Showing 30 of 337 holdings in the latest reporting period.