Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LOWE BROCKENBROUGH & CO INC (CIK 22657) reported $2.01B across 328 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($169.0M, 8.43%), ACWI ($88.7M, 4.42%), AAPL ($71.0M, 3.54%), IXUS ($63.7M, 3.18%), VEA ($58.5M, 2.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $169.0M | 8.43% | 258,783 | Trimmed |
| 2 | ACWI | ISHARES TR | $88.7M | 4.42% | 641,227 | Trimmed |
| 3 | AAPL | APPLE INC | $71.0M | 3.54% | 279,895 | Added |
| 4 | IXUS | ISHARES TR | $63.7M | 3.18% | 735,451 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $58.5M | 2.92% | 913,241 | Added |
| 6 | MSFT | MICROSOFT CORP | $55.7M | 2.78% | 150,528 | Added |
| 7 | AGG | ISHARES TR | $48.0M | 2.39% | 483,698 | Added |
| 8 | SCHG | SCHWAB STRATEGIC TR | $45.1M | 2.25% | 1.5M | Added |
| 9 | GOOG | ALPHABET INC | $45.2M | 2.25% | 157,524 | Added |
| 10 | IJH | ISHARES TR | $43.3M | 2.16% | 641,674 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $40.7M | 2.03% | 138,468 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $38.4M | 1.91% | 220,114 | Added |
| 13 | IJR | ISHARES TR | $32.9M | 1.64% | 264,601 | Added |
| 14 | XOM | EXXON MOBIL CORP | $32.8M | 1.63% | 193,040 | Trimmed |
| 15 | IEMG | ISHARES INC | $31.3M | 1.56% | 449,411 | Added |
| 16 | AMZN | AMAZON COM INC | $29.9M | 1.49% | 143,497 | Added |
| 17 | CVX | CHEVRON CORPORATION | $27.1M | 1.35% | 131,169 | Added |
| 18 | SCHX | SCHWAB STRATEGIC TR | $23.8M | 1.18% | 926,419 | Trimmed |
| 19 | AVGO | BROADCOM INC | $23.7M | 1.18% | 76,715 | Trimmed |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $23.3M | 1.16% | 397,844 | Added |
| 21 | META | META PLATFORMS INC | $22.6M | 1.13% | 39,519 | Added |
| 22 | GOOGL | ALPHABET INC | $22.4M | 1.12% | 77,999 | Trimmed |
| 23 | VUSB | VANGUARD BD INDEX FDS | $21.7M | 1.08% | 435,003 | Added |
| 24 | VGT | VANGUARD WORLD FD | $20.5M | 1.02% | 29,451 | Added |
| 25 | CSCO | CISCO SYS INC | $20.5M | 1.02% | 263,812 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31