StockDriftsStockDriftsTop 50 Lowe Brockenbrough & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.49% | 254.8K | $190.8M | -1.56%(-4.03K) | $507.39(+53.52%) | 2026-06-30 | |
| ACWI | ISHARES TR | 3.79% | 542.4K | $85.1M | -15.42%(-98.88K) | $124.70(+30.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.53% | 274.5K | $79.4M | -1.94%(-5.42K) | $31.79(+860.58%) | 2026-06-30 | |
| IXUS | ISHARES TR | 3.23% | 760.4K | $72.6M | +3.39%(+24.96K) | $70.61(+39.44%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.02% | 951.6K | $67.8M | +4.21%(+38.41K) | $50.50(+46.54%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.99% | 678.6K | $67.2M | +40.29%(+194.90K) | $99.18(-1.79%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.58% | 1.71M | $58.0M | +10.76%(+166.47K) | $26.74(+33.20%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.55% | 153.9K | $57.4M | +2.23%(+3.35K) | $127.40(+281.53%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.42% | 154.1K | $54.5M | -2.16%(-3.40K) | $84.95(+303.36%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.31% | 674.3K | $52.0M | +5.08%(+32.62K) | $50.12(+56.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.43% | +61.93% | +10.04% | +61.31% |
| Top 20 Holdings Unweighted | +17.45% | +62.00% | +9.56% | +57.85% |
Lowe Brockenbrough & CO INC reports $2.25B in US-listed equity holdings across 341 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.5%), ACWI (3.8%) and AAPL (3.5%). The top 20 holdings account for 50.48% of reported assets. Its disclosed equity book has returned +61.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lowe Brockenbrough & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 22657). View Lowe Brockenbrough & CO INC’s 13F filings on SEC