Lowe Brockenbrough & Co Inc Top Holdings and 13F Report (2026) About Lowe Brockenbrough & Co IncInvestment ActivityLowe Brockenbrough & Co Inc has $2.01 billion in total holdings as of March 31, 2026.Lowe Brockenbrough & Co Inc owns shares of 329 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Lowe Brockenbrough & Co Inc has purchased 332 new stocks and bought additional shares in 51 stocks.Lowe Brockenbrough & Co Inc sold shares of 185 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $169,039,960iShares MSCI ACWI ETF $88,726,580Apple $71,034,560iShares Core MSCI Total International Stock ETF $63,719,475Vanguard FTSE Developed Markets ETF $58,520,483 Largest New Holdings this Quarter 78464A599 - SPDR S&P Software & Services ETF $589,792 Holding65290E101 - Nextpower $220,365 Holding78463V107 - SPDR Gold Shares $215,145 Holding872590104 - T-Mobile US $214,231 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 1,074,695 shares (about $31.31M)iShares Core U.S. Aggregate Bond ETF 38,531 shares (about $3.82M)Microsoft 10,282 shares (about $3.81M)iShares Core MSCI Total International Stock ETF 29,707 shares (about $2.57M)Vanguard FTSE Developed Markets ETF 40,010 shares (about $2.56M) Largest Sales this Quarter iShares Core S&P 500 ETF 31,931 shares (about $20.86M)Visa 11,894 shares (about $3.59M)WALMART INC 26,476 shares (about $3.29M)ExxonMobil 9,104 shares (about $1.54M)iShares MSCI ACWI ETF 7,775 shares (about $1.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLowe Brockenbrough & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$169,039,960$20,857,688 ▼-11.0%258,7838.4%ETFACWIiShares MSCI ACWI ETF$88,726,580$1,075,827 ▼-1.2%641,2274.4%ManufacturingAAPLApple$71,034,560$739,290 ▲1.1%279,8953.5%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$63,719,475$2,573,814 ▲4.2%735,4513.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$58,520,483$2,563,841 ▲4.6%913,2412.9%ETFMSFTMicrosoft$55,721,040$3,806,094 ▲7.3%150,5282.8%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$48,016,700$3,824,972 ▲8.7%483,6982.4%FinanceGOOGAlphabet$45,187,327$627,363 ▲1.4%157,5242.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$45,060,381$31,305,865 ▲227.6%1,546,8722.2%ETFIJHiShares Core S&P Mid-Cap ETF$43,332,245$2,366,926 ▲5.8%641,6742.2%ETFJPMJPMorgan Chase & Co.$40,731,655$41,476 ▲0.1%138,4682.0%FinanceNVDANVIDIA$38,387,942$524,247 ▲1.4%220,1141.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$32,892,550$1,019,093 ▲3.2%264,6011.6%ETFXOMExxonMobil$32,751,166$1,544,585 ▼-4.5%193,0401.6%EnergyIEMGiShares Core MSCI Emerging Markets ETF$31,346,417$755,741 ▲2.5%449,4111.6%ETFAMZNAmazon.com$29,886,186$342,813 ▲1.2%143,4971.5%Retail/WholesaleCVXChevron$27,138,867$25,449 ▲0.1%131,1691.4%EnergySCHXSchwab US Large-Cap ETF$23,753,383$476,699 ▼-2.0%926,4191.2%ETFAVGOBroadcom$23,744,060$509,453 ▼-2.1%76,7151.2%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$23,289,788$2,345,230 ▲11.2%397,8441.2%ETFMETAMeta Platforms$22,609,886$682,547 ▲3.1%39,5191.1%Computer and TechnologyGOOGLAlphabet$22,429,267$322,641 ▼-1.4%77,9991.1%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$21,656,625$1,308,599 ▲6.4%435,0031.1%ETFVGTVanguard Information Technology ETF$20,548,552$87,215 ▲0.4%29,4511.0%ETFCSCOCisco Systems$20,469,180$53,847 ▼-0.3%263,8121.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$19,832,573$321,081 ▼-1.6%103,3381.0%ETFAMATApplied Materials$19,763,121$589,592 ▼-2.9%57,8221.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$19,160,836$346,629 ▼-1.8%29,4631.0%FinanceORCLOracle$18,371,528$186,535 ▼-1.0%124,8830.9%Computer and TechnologyNSCNorfolk Southern$18,152,176$39,893 ▲0.2%63,2480.9%TransportationVGITVanguard Intermediate-Term Treasury ETF$17,956,231$1,003,715 ▲5.9%301,5320.9%ETFIEFAiShares Core MSCI EAFE ETF$17,839,027$58,030 ▼-0.3%197,0510.9%ETFETNEaton$17,406,368$17,526 ▼-0.1%48,6660.9%IndustrialsGSThe Goldman Sachs Group$17,223,612$153,125 ▼-0.9%20,3590.9%FinanceTJXTJX Companies$16,605,925$59,728 ▼-0.4%103,9820.8%Retail/Wholesale2023 ETF SERIES TRUST$16,580,6640.0%545,0580.8%EAGLE CAPITAL SEVOOVanguard S&P 500 ETF$16,299,969$108,754 ▼-0.7%27,2780.8%ETFRTXRTX$16,154,058$240,547 ▼-1.5%83,7430.8%AerospaceTMOThermo Fisher Scientific$15,693,570$141,069 ▼-0.9%31,9280.8%MedicalAMPAmeriprise Financial$15,044,273$87,991 ▲0.6%33,8530.8%FinanceMSMorgan Stanley$14,484,629$73,727 ▲0.5%88,0150.7%FinanceDUKDuke Energy$13,311,099$274,319 ▲2.1%101,6580.7%UtilitiesXLVHealth Care Select Sector SPDR Fund$12,345,148$322,982 ▲2.7%84,2040.6%ETFBKNGBooking$12,344,658$130,520 ▼-1.0%2,9320.6%Retail/WholesaleGVIiShares Intermediate Government/Credit Bond ETF$12,078,950$27,310 ▼-0.2%113,2260.6%ETFPGProcter & Gamble$11,824,212$1,589 ▲0.0%81,8620.6%Consumer StaplesJNJJohnson & Johnson$11,719,116$380,591 ▼-3.1%47,9430.6%MedicalMRKMerck & Co., Inc.$11,021,804$77,948 ▼-0.7%91,6270.5%MedicalPNCThe PNC Financial Services Group$10,938,667$54,311 ▲0.5%52,5670.5%FinanceIGViShares Expanded Tech-Software Sector ETF$10,890,642$317,398 ▲3.0%136,0480.5%ETFSOXXiShares Semiconductor ETF$10,744,553$293,165 ▼-2.7%32,6920.5%ETFTTTrane Technologies$10,361,823$30,422 ▼-0.3%24,8640.5%ConstructionPEPPepsiCo$10,222,120$96,435 ▼-0.9%65,8260.5%Consumer StaplesPMPhilip Morris International$10,154,389$207,172 ▼-2.0%61,4150.5%Consumer StaplesAMGNAmgen$9,501,709$90,074 ▼-0.9%27,0050.5%MedicalVOVanguard Mid-Cap ETF$9,424,099$772,801 ▼-7.6%32,8160.5%ETFLMTLockheed Martin$9,389,803$100,329 ▼-1.1%15,5360.5%AerospaceLOWLowe's Companies$9,285,095$27,408 ▼-0.3%39,2970.5%Retail/WholesaleWALMART INC$8,841,652$3,290,437 ▼-27.1%71,1430.4%COMKBWBInvesco KBW Bank ETF$8,682,233$53,643 ▲0.6%109,7350.4%ManufacturingHDHome Depot$8,634,841$252,263 ▲3.0%26,2540.4%Retail/WholesaleAMTAmerican Tower$8,517,341$550,012 ▲6.9%49,3530.4%FinanceVVisa$8,378,953$3,594,823 ▼-30.0%27,7230.4%Business ServicesCBChubb$8,338,593$278,018 ▲3.4%25,5840.4%FinanceELVElevance Health$7,906,592$43,620 ▼-0.5%27,0080.4%MedicalLLYEli Lilly and Company$7,659,845$129,688 ▼-1.7%8,3280.4%MedicalUNILEVER PLC$7,528,813$147,780 ▲2.0%132,1540.4%SPON ADR NEWCATCaterpillar$7,484,171$250,795 ▲3.5%10,5640.4%IndustrialsTOTALENERGIES SE$6,757,267$50,585 ▲0.8%74,2720.3%ACTVXUSVanguard Total International Stock ETF$6,751,289$14,188 ▲0.2%87,5540.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$6,731,0120.0%98,3060.3%ManufacturingPFEPfizer$6,707,036$817,969 ▲13.9%238,8550.3%MedicalABBVAbbVie$6,663,615$157,026 ▼-2.3%30,6390.3%MedicalNEARiShares Short Duration Bond Active ETF$6,604,432$94,451 ▼-1.4%129,9190.3%ETFSLBSLB$6,461,008$33,763 ▼-0.5%125,7250.3%EnergyKLACKLA$6,418,235$73,620 ▼-1.1%4,3590.3%Computer and TechnologyMKLMarkel Group$6,400,650$325,392 ▼-4.8%3,3440.3%Multi-Sector ConglomeratesPHParker-Hannifin$6,193,270$97,581 ▼-1.6%6,9180.3%IndustrialsMCDMcDonald's$5,739,048$53,767 ▼-0.9%18,4660.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$5,727,192$44,753 ▲0.8%105,9610.3%ETFIVWiShares S&P 500 Growth ETF$5,643,0580.0%49,8900.3%ETFUNHUnitedHealth Group$5,540,031$74,682 ▼-1.3%20,4740.3%MedicalIWFiShares Russell 1000 Growth ETF$5,466,874$312,125 ▲6.1%12,8210.3%ETFXLEEnergy Select Sector SPDR Fund$5,064,119$53,909 ▼-1.1%82,6660.3%ETFMOAltria Group$5,008,991$54,112 ▼-1.1%75,9050.2%Consumer StaplesVCITVanguard Intermediate-Term Corporate Bond ETF$4,783,281$107,575 ▼-2.2%57,8040.2%ETFKOCocaCola$4,711,221$6,997 ▼-0.1%61,9490.2%Consumer StaplesIWViShares Russell 3000 ETF$4,697,2570.0%12,6720.2%ETFSAPSAP$4,449,919$441,722 ▼-9.0%25,9910.2%Computer and TechnologyWFCWells Fargo & Company$4,419,629$67,430 ▼-1.5%55,5160.2%FinanceEMREmerson Electric$4,275,314$27,383 ▼-0.6%32,6310.2%IndustrialsABTAbbott Laboratories$4,223,779$83,985 ▼-1.9%41,1390.2%MedicalDOVDover$4,206,313$35,645 ▼-0.8%20,1790.2%IndustrialsXLCCommunication Services Select Sector SPDR Fund$3,857,374$44,787 ▼-1.1%34,7950.2%ETFGDGeneral Dynamics$3,804,594$38,441 ▼-1.0%11,0850.2%AerospaceADPAutomatic Data Processing$3,794,590$7,111 ▼-0.2%18,6760.2%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$3,707,7840.0%81,2220.2%ETFSCHMSchwab U.S. Mid-Cap ETF$3,654,302$103,437 ▼-2.8%118,0330.2%ETFIBMInternational Business Machines$3,541,076$18,179 ▼-0.5%14,6090.2%Computer and TechnologyKNSLKinsale Capital Group$3,509,873$1,120,303 ▲46.9%10,2730.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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