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CIK: 0000022657
Total reported value
$2.2B
$2.2B
329 檔
20.1%
During the Q1 2026 filing period, Lowe Brockenbrough & Co Inc (CIK: 0000022657) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.2B across 329 reported positions.
In Q1 2026, Lowe Brockenbrough & Co Inc adopted a defensive or profit-taking posture, trimming 129 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.43% | +0.06% | -10.98% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.42% | -0.63% | -1.20% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.54% | -0.01% | +1.05% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.18% | +0.05% | +4.21% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.92% | +0.10% | +4.58% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | -0.23% | +7.33% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.39% | +0.60% | +8.66% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.25% | +0.17% | +1.41% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.25% | +0.33% | +227.60% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.16% | +0.15% | +5.78% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.04% | +0.10% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | +0.11% | +1.38% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.64% | +0.15% | +3.20% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.63% | -0.46% | -4.50% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.56% | +0.15% | +2.47% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.03% | +1.16% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.57% | +0.09% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.18% | -0.03% | -1.97% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.13% | -2.10% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.16% | -0.10% | +11.20% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.09% | +3.11% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.10% | -1.42% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.08% | -0.10% | +6.43% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.02% | +0.23% | +0.43% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.29% | -0.26% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.99% | +0.02% | -1.59% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.99% | +0.26% | -2.90% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | +0.04% | -1.78% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.92% | -0.12% | -1.01% | |
| 30 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.91% | -0.03% | +0.22% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.90% | -0.09% | +5.92% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | -0.07% | -0.32% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | +0.05% | -0.10% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.86% | +0.04% | -0.88% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | -0.13% | -0.36% | |
| 36 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.83% | -0.05% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.61% | -0.66% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.12% | -1.47% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | -0.05% | -0.89% | |
| 40 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.75% | -0.05% | +0.59% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.72% | +0.08% | +0.51% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.66% | -0.09% | +2.10% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | — | +2.69% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.62% | -0.05% | -1.05% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-Other | 0.60% | -0.05% | -0.23% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.05% | +0.01% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.04% | -3.15% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.03% | -0.70% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.55% | +0.03% | +0.50% | |
| 50 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.54% | +0.07% | +3.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.5% | +227.60% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -4.50% | Trim |
| 3 | CVX | Chevron CORP | +0.4% | +0.09% | Add |
| 4 | AMAT | Applied Materials Inc | +0.2% | -2.90% | Trim |
| 5 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +4.21% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.58% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +8.66% | Add |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +5.78% | Add |
| 9 | VGSH | Vanguard Short-term Treasury | +0.1% | +11.20% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.20% | Add |
| 11 | ETN | Eaton Corporation plc | +0.1% | -0.10% | Trim |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.47% | Add |
| 13 | TTE | TotalEnergies SE | +0.1% | +0.75% | Add |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -1.06% | Trim |
| 15 | DUK | Duke Energy CORP | +0.1% | +2.10% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | +3.47% | Add |
| 17 | SLB | Slb LTD | +0.1% | -0.52% | Trim |
| 18 | JNJ | Johnson & Johnson | +0.1% | -3.15% | Trim |
| 19 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +6.43% | Add |
| 20 | PFE | Pfizer Inc | +0.1% | +13.89% | Add |
| 21 | XLE | Ss Energy Select Sector | +0.1% | -1.05% | Trim |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -0.70% | Trim |
| 23 | KLAC | Kla CORP | +0.1% | -1.13% | Trim |
| 24 | VGIT | Vanguard Intermediate-term T | +0.1% | +5.92% | Add |
| 25 | TFC | Truist Financial CORP | +0.1% | +90.05% | Add |
| 26 | DE | Deere & Co | +0.1% | +16.20% | Add |
| 27 | KNSL | Kinsale Capital Group Inc | +0.1% | +46.88% | Add |
| 28 | MPC | Marathon Petroleum CORP | 0% | -1.84% | Trim |
| 29 | PEP | Pepsico Inc | 0% | -0.93% | Trim |
| 30 | TT | Trane Technologies plc | 0% | -0.29% | Trim |
| 31 | SOXX | Ishares Semiconductor ETF | 0% | -2.66% | Trim |
| 32 | CB | Chubb Limited | 0% | +3.45% | Add |
| 33 | TJX | Tjx Companies Inc | 0% | -0.36% | Trim |
| 34 | RTX | Rtx CORP | 0% | -1.47% | Trim |
| 35 | MO | Altria Group Inc | 0% | -1.07% | Trim |
| 36 | AMGN | Amgen Inc | 0% | -0.94% | Trim |
| 37 | COP | Conocophillips | 0% | -0.01% | Trim |
| 38 | PSX | Phillips 66 | 0% | -0.60% | Trim |
| 39 | VDE | Vanguard Energy ETF | 0% | -1.40% | Trim |
| 40 | AMT | American Tower CORP | 0% | +6.90% | Add |
| 41 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 42 | KO | Coca-cola Co/the | 0% | -0.15% | Trim |
| 43 | DOW | Dow Inc | 0% | -0.06% | Trim |
| 44 | MBB | Ishares Mbs ETF | 0% | +52.90% | Add |
| 45 | CTVA | Corteva Inc | 0% | — | Unchanged |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +39.60% | Add |
| 47 | VXUS | Vanguard Total Intl Stock | 0% | +0.21% | Add |
| 48 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.32% | Trim |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | — | Unchanged |
| 50 | PM | Philip Morris International | 0% | -2.00% | Trim |
According to official SEC Form 13F filings, Lowe Brockenbrough & Co Inc reported a total U.S. public equity portfolio value of $2.2B across 329 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, ACWI, AAPL) accounted for 20.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
XSW
市值: $589.8K
Top Position Liquidated / Trimmed
MICC
前期市值: $444.3K
During Q1 2026, Lowe Brockenbrough & Co Inc's top holdings by market value included IVV (8.4%)、ACWI (4.4%)、AAPL (3.5%). The largest single position, IVV, represented 8.4% of total portfolio value.
In Q1 2026, Lowe Brockenbrough & Co Inc made 186 total portfolio adjustments, initiating 4 new buys, adding to 48 positions, trimming 129 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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