§ 13F · FUND PROFILE
LOWE BROCKENBROUGH & CO INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.9B (13F)Positions · 334Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 259K | $169M | 8.4% | −11% |
| 2 | ACWI | ISHARES TR | 641K | $89M | 4.4% | −1% |
| 3 | AAPL | APPLE INC | 280K | $71M | 3.5% | +1% |
| 4 | IXUS | ISHARES TR | 735K | $64M | 3.2% | +4% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 913K | $59M | 2.9% | +5% |
| 6 | MSFT | MICROSOFT CORP | 151K | $56M | 2.8% | +7% |
| 7 | AGG | ISHARES TR | 484K | $48M | 2.4% | +9% |
| 8 | GOOG | ALPHABET INC | 158K | $45M | 2.3% | +1% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 1.55M | $45M | 2.2% | +228% |
| 10 | IJH | ISHARES TR | 642K | $43M | 2.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOWE SIGNAL
AC read
LOWE BROCKENBROUGH & CO INC is a Other fund managing $1.9 billion in assets. The fund runs a broad portfolio of 334 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed