Lowe Brockenbrough & CO Inc Portfolio Holdings

Lowe Brockenbrough & CO Inc

  • $1.9 Billion
  • Q3 2025

Lowe Brockenbrough & CO Inc has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.9 Billion distributed in 334 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $179M, Ishares Msci Acwi ETF with a value of $98.2M, Apple Inc. with a value of $71M, Microsoft Corp with a value of $70.7M, and Ishares Tr with a value of $54.1M.

Examining the 13F form we can see an increase of $158M in the current position value, from $1.74B to 1.9B.

Below you can find more details about Lowe Brockenbrough & CO Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.9 Billion
ETFs: $875 Million
Technology: $294 Million
Financial Services: $167 Million
Industrials: $122 Million
Healthcare: $96.5 Million
Consumer Cyclical: $93 Million
Communication Services: $89.4 Million
Consumer Defensive: $69.4 Million
Other: $91.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$25.9 Million 1.37% of portfolio
78,576
Q3 2025 Reduced 0.91%
$65.7B
$19 Million 1.0% of portfolio
63,103
Q3 2025 Added 3.65%
$140B
$18.4 Million 0.97% of portfolio
49,087
Q3 2025 Added 0.05%
$47B
$16.6 Million 0.87% of portfolio
33,764
Q3 2025 Added 0.37%
$191B
$15.8 Million 0.83% of portfolio
2,922
Q2 2025 Reduced 5.77%
$170B
$15.3 Million 0.81% of portfolio
105,710
Q3 2025 Reduced 1.89%
$197B
$12.5 Million 0.66% of portfolio
60,916
Q3 2025 Added 1.92%
$96.4B
$12.2 Million 0.64% of portfolio
98,583
Q3 2025 Added 2.94%
$96.9B
$10.7 Million 0.56% of portfolio
25,380
Q3 2025 Added 1.69%
$74.3B
$10.5 Million 0.55% of portfolio
52,314
Q3 2025 Added 3.89%
$140B
$9.58 Million 0.5% of portfolio
38,107
Q3 2025 Added 3.97%
$84B
$9.47 Million 0.5% of portfolio
49,236
Q3 2025 Added 6.12%
$150B
$8.65 Million 0.46% of portfolio
145,967
Q3 2025 Added 0.92%
$78.2B
$8.79 Million 0.46% of portfolio
27,197
Q3 2025 Added 1.47%
$183B
$7.66 Million 0.4% of portfolio
27,145
Q3 2025 Added 2.84%
$123B
$7.62 Million 0.4% of portfolio
15,258
Q3 2025 Added 2.92%
$27.9B
$6.72 Million 0.35% of portfolio
3,515
Q3 2025 Added 1.74%
$104B
$5.54 Million 0.29% of portfolio
18,887
Q3 2025 Reduced 0.75%
$107B
$5.32 Million 0.28% of portfolio
7,015
Q3 2025 Reduced 5.47%
$141B
$5.26 Million 0.28% of portfolio
206,474
Q3 2025 Added 8.4%
$173B
$5.03 Million 0.27% of portfolio
73,346
Q3 2025 Added 4.51%
$161B
$4.78 Million 0.25% of portfolio
4,433
Q3 2025 Reduced 0.92%
$75.4B
$4.34 Million 0.23% of portfolio
33,120
Q3 2025 Reduced 0.53%
$52.4B
$4.16 Million 0.22% of portfolio
121,102
Q3 2025 Added 11.79%
$94.5B
$3.85 Million 0.2% of portfolio
11,295
Q3 2025 Reduced 1.44%
$187B
$3.81 Million 0.2% of portfolio
22,877
Q3 2025 Reduced 0.61%
$74.9B
$3.57 Million 0.19% of portfolio
13,704
Q3 2025 Reduced 0.29%
$25.7B
$3.44 Million 0.18% of portfolio
20,615
Q3 2025 Reduced 17.78%
$104B
$3.44 Million 0.18% of portfolio
52,055
Q3 2025 Added 1.41%
$68.7B
$3.02 Million 0.16% of portfolio
36,132
Q3 2025 Added 0.11%
$35.1B
$3.02 Million 0.16% of portfolio
24,290
Q3 2025 Reduced 19.33%
$18.5B
$2.48 Million 0.13% of portfolio
11,395
Q3 2025 Reduced 0.29%
$136B
$2.45 Million 0.13% of portfolio
10,348
Q3 2025 Added 27.34%
$91.4B
$2.47 Million 0.13% of portfolio
15,935
Q3 2025 Reduced 33.84%
$65.7B
$2.21 Million 0.12% of portfolio
27,708
Q3 2025 Reduced 3.15%
$15.6B
$2.17 Million 0.11% of portfolio
15,814
Q3 2025 Reduced 2.11%
$97.3B
$2.16 Million 0.11% of portfolio
25,578
Q3 2025 Added 1.59%
$76.2B
$1.88 Million 0.1% of portfolio
30,110
Q3 2025 Reduced 0.03%
$50.4B
$1.81 Million 0.1% of portfolio
29,626
Q3 2025 Added 11.6%
$99.7B
$1.82 Million 0.1% of portfolio
9,418
Q3 2025 Reduced 0.53%
$89.3B
$1.96 Million 0.1% of portfolio
17,953
Q3 2025 Reduced 0.28%
$128B
$1.82 Million 0.1% of portfolio
19,091
Q3 2025 Added 0.12%
$37.9B
$1.97 Million 0.1% of portfolio
23,950
Q3 2025 Reduced 0.21%
$81.8B
$1.72 Million 0.09% of portfolio
15,659
Q3 2025 Reduced 1.01%
$193B
$1.68 Million 0.09% of portfolio
14,666
Q3 2025 Added 7.89%
$14.5B
$1.66 Million 0.09% of portfolio
4,469
Q3 2025 Reduced 0.76%
$57.9B
$1.67 Million 0.09% of portfolio
7,775
Q2 2025 Reduced 0.33%
$109B
$1.7 Million 0.09% of portfolio
30,625
Q3 2025 Reduced 0.57%
$152B
$1.46 Million 0.08% of portfolio
5,906
Q3 2025 Added 13.66%

Summary

  • Portfolio
  • No. of Stocks 334
  • Current Value $1.9 Billion
  • Prior Value $1.74 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
Track This Portfolio

Track Lowe Brockenbrough & CO Inc Portfolio

Follow Lowe Brockenbrough & CO Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowe Brockenbrough & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Brockenbrough & CO Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email