Lowe Brockenbrough & Co. Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Lowe Brockenbrough & Co. Inc. reported 314 stock positions worth $1.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.0% of the portfolio, followed by Microsoft (MSFT, 3.8%) and iShares MSCI Acwi ETF (ACWI, 3.6%). Compared with Q1 2025, it opened 56 new positions, sold out of 6, added to 81 and reduced 140. The biggest buy was iShares MSCI Acwi ETF (ACWI, shares +548%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0000022657
- Portfolio Value
- $1.8B (Q2 2025)
- SEC Filing
- 0001398344-25-014939 ↗ filed Aug 11, 2025
Holdings Value
Holdings 314 stocks · $1.8B
| IVV iShares Core S&P 500 ETF | 9.00% | 257,785 | $160.1M | Add +3.3% |
| MSFT Microsoft Corp. | 3.78% | 135,211 | $67.3M | Reduce -0.2% |
| ACWI iShares MSCI Acwi ETF | 3.61% | 498,695 | $64.1M | Add +547.9% |
| AAPL Apple Inc. | 3.25% | 281,425 | $57.7M | Reduce -1.0% |
| AGG iShares Core U.S. Aggregate | 3.02% | 541,281 | $53.7M | Add +208.1% |
| IXUS iShares Core Intl Stock ETF | 2.66% | 611,758 | $47.3M | Add +4.9% |
| VEA Vanguard Ftse Developed ETF | 2.47% | 769,257 | $43.9M | Add +9.2% |
| JPM JPMorgan Chase & Co. | 2.34% | 143,416 | $41.6M | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 2.11% | 606,403 | $37.6M | Reduce -1.3% |
| ORCL Oracle Corp. | 2.09% | 169,916 | $37.1M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.71% | 138,356 | $30.4M | Reduce -0.4% |
| NVDA Nvidia Corp. | 1.67% | 187,725 | $29.7M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.42% | 34,326 | $25.3M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 1.41% | 229,502 | $25.1M | Add +5.5% |
| GOOG Alphabet Inc. Class C | 1.38% | 138,512 | $24.6M | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 1.33% | 394,729 | $23.7M | Add +2.3% |
| SCHX Schwab US Large-Cap ETF | 1.32% | 962,323 | $23.5M | Add +10.4% |
| AVGO Broadcom Inc. | 1.23% | 79,299 | $21.9M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 1.20% | 197,532 | $21.3M | Add +1.3% |
| VGT Vanguard Info Tech ETF | 1.14% | 30,483 | $20.2M | Reduce -3.5% |
| RSP Invesco S&P 500 Equal Weight | 1.10% | 107,279 | $19.5M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 1.03% | 263,520 | $18.3M | Reduce -0.1% |
| CVX Chevron Corp. | 1.01% | 125,871 | $18.0M | Reduce -0.3% |
| AMP Ameriprise Financial Inc. | 1.01% | 33,641 | $18.0M | Reduce -3.3% |
| ETN Eaton Corp. PLC | 0.98% | 49,061 | $17.5M | Reduce -4.0% |
| BKNG Booking Holdings Inc. | 0.95% | 2,922 | $16.9M | Reduce -5.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.93% | 199,087 | $16.6M | Reduce -2.7% |
| NSC Norfolk Southern Corp. | 0.88% | 60,881 | $15.6M | Add +4.6% |
| VUSB Vanguard Ultra Short Bond Et | 0.86% | 307,248 | $15.3M | Add +11.2% |
| VGSH Vanguard Short-Term Treasury | 0.85% | 257,776 | $15.2M | Add +7.9% |
| GS Goldman Sachs Group Inc. | 0.82% | 20,729 | $14.7M | Reduce -1.4% |
| SCHG Schwab US Large-Cap Growth | 0.82% | 497,507 | $14.5M | Reduce -7.3% |
| EAGL Eagle Capital Select Eqty | 0.81% | 479,808 | $14.5M | New |
| IGV iShares Expanded Tech-Softwa | 0.80% | 129,437 | $14.2M | Add +84.8% |
| V Visa Inc. Class A | 0.79% | 39,389 | $14.0M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.79% | 79,263 | $14.0M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 22,462 | $13.9M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 107,742 | $13.3M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.73% | 82,023 | $13.1M | Reduce -1.8% |
| GVI iShares Intermediate Governm | 0.71% | 118,644 | $12.7M | Add +0.3% |
| MS Morgan Stanley | 0.70% | 88,439 | $12.5M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.69% | 30,087 | $12.2M | Reduce -3.4% |
| RTX RTX Corp. | 0.68% | 82,672 | $12.1M | Reduce -2.9% |
| VGIT Vanguard Intermediate-Term T | 0.66% | 197,329 | $11.8M | Add +7.8% |
| DUK Duke Energy Corp. | 0.64% | 95,768 | $11.3M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.62% | 39,145 | $11.0M | Reduce -4.0% |
| AMAT Applied Materials Inc. | 0.62% | 59,768 | $10.9M | Reduce -0.3% |
| TT Trane Technologies PLC | 0.61% | 24,959 | $10.9M | Reduce -5.6% |
| ELV Elevance Health Inc. | 0.59% | 26,803 | $10.4M | Add +2.5% |
| AMT American Tower Corp. | 0.58% | 46,395 | $10.3M | New |
| VTHR Vanguard Russell 3000 | 0.56% | 36,664 | $10.0M | New |
| WMT Walmart Inc. | 0.56% | 101,463 | $9.9M | Reduce -36.6% |
| XLV SS Health Care Select Sector | 0.55% | 72,057 | $9.7M | Reduce -6.9% |
| PNC PNC Financial Services Group | 0.53% | 50,355 | $9.4M | Reduce -4.0% |
| HD Home Depot Inc. | 0.51% | 24,928 | $9.1M | Add +0.1% |
| UL Unilever PLC | 0.50% | 144,635 | $8.8M | Reduce -1.6% |
| PEP Pepsico Inc. | 0.49% | 65,501 | $8.6M | Reduce -4.1% |
| JNJ Johnson & Johnson | 0.48% | 55,393 | $8.5M | Reduce -39.5% |
| VOO Vanguard S&P 500 ETF | 0.46% | 14,466 | $8.2M | Add +97.9% |
| LOW Lowe's Cos Inc. | 0.46% | 36,653 | $8.1M | Add +0.3% |
| SOXX iShares Semiconductor ETF | 0.44% | 32,770 | $7.8M | Reduce -0.6% |
| KBWB Invesco KBW Bank ETF | 0.44% | 108,413 | $7.8M | Reduce -1.7% |
| AMGN Amgen Inc. | 0.41% | 26,395 | $7.4M | Add +8.2% |
| MRK Merck & Co. Inc. | 0.41% | 92,217 | $7.3M | Reduce -0.8% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.40% | 138,677 | $7.1M | Add +22.1% |
| CB Chubb Ltd. | 0.39% | 24,200 | $7.0M | Reduce -1.8% |
| IWV iShares Russell 3000 ETF | 0.39% | 19,764 | $6.9M | Add +406.9% |
| MKL Markel Group Inc. | 0.39% | 3,455 | $6.9M | Add +96.9% |
| LMT Lockheed Martin Corp. | 0.39% | 14,825 | $6.9M | Add +0.7% |
| PM Philip Morris International | 0.38% | 36,951 | $6.7M | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.38% | 15,738 | $6.7M | Add +1.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.37% | 108,831 | $6.6M | Reduce -27.6% |
| UNH Unitedhealth Group Inc. | 0.37% | 20,898 | $6.5M | Reduce -8.5% |
| VXUS Vanguard Total Intl Stock | 0.36% | 92,347 | $6.4M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.33% | 31,835 | $5.9M | Add +4.3% |
| ADP Automatic Data Processing | 0.33% | 19,029 | $5.9M | Add +5.8% |
| ABT Abbott Laboratories | 0.33% | 42,631 | $5.8M | Add +1.7% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 50,650 | $5.6M | Reduce -12.2% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 107,989 | $5.3M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.30% | 6,785 | $5.3M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.30% | 18,018 | $5.3M | Add +2.9% |
| PH Parker Hannifin Corp. | 0.29% | 7,421 | $5.2M | Reduce -2.7% |
| VCIT Vanguard Int-Term Corporate | 0.28% | 59,716 | $5.0M | Reduce -1.4% |
| PFE Pfizer Inc. | 0.26% | 190,482 | $4.6M | Reduce -1.9% |
| DOV Dover Corp. | 0.26% | 25,074 | $4.6M | Reduce -2.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.26% | 41,250 | $4.6M | Reduce -41.3% |
| WFC Wells Fargo & Co. | 0.26% | 56,642 | $4.5M | Add +0.0% |
| EMR Emerson Electric Co. | 0.25% | 33,298 | $4.4M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.25% | 62,661 | $4.4M | Reduce -2.5% |
| TTE Totalenergies SE -Spon ADR | 0.24% | 70,179 | $4.3M | Add +1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 14,270 | $4.2M | Reduce -0.3% |
| SCHB Schwab US Broad Market ETF | 0.24% | 176,328 | $4.2M | Reduce -18.3% |
| SCHM Schwab US Mid Cap ETF | 0.23% | 143,041 | $4.0M | Reduce -10.7% |
| KLAC KLA Corp. | 0.23% | 4,474 | $4.0M | Reduce -2.8% |
| XLC SS Comm Select Sector SPDR | 0.22% | 36,427 | $4.0M | Reduce -3.1% |
| CAT Caterpillar Inc. | 0.22% | 10,060 | $3.9M | Add +28.9% |
| KMB Kimberly-Clark Corp. | 0.22% | 30,111 | $3.9M | Reduce -0.6% |
| MMM 3M Co. | 0.21% | 24,087 | $3.7M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.21% | 23,017 | $3.7M | Add +13.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 108,329 | $3.7M | Reduce -1.8% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.0% | 3.25% | −0.91 |
| JNJ Johnson & Johnson | Reduce -39.5% | 0.48% | −0.52 |
| UNH Unitedhealth Group Inc. | Reduce -8.5% | 0.37% | −0.42 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.40 |
| CVX Chevron Corp. | Reduce -0.3% | 1.01% | −0.38 |
| WMT Walmart Inc. | Reduce -36.6% | 0.56% | −0.37 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.4% | 0.69% | −0.33 |
| XLP SS Consumer Staples Sel Sect | Reduce -81.0% | 0.05% | −0.26 |
| TGT Target Corp. | Reduce -81.7% | 0.04% | −0.26 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -41.3% | 0.26% | −0.25 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 2.11% | −0.24 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.73% | −0.20 |
| XLV SS Health Care Select Sector | Reduce -6.9% | 0.55% | −0.20 |
| PEP Pepsico Inc. | Reduce -4.1% | 0.49% | −0.19 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -27.6% | 0.37% | −0.18 |
| DUK Duke Energy Corp. | Reduce -1.4% | 0.64% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.41% | −0.14 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.0% | 1.10% | −0.14 |
| V Visa Inc. Class A | Reduce -0.6% | 0.79% | −0.13 |
| TJX TJX Companies Inc. | Reduce -1.1% | 0.75% | −0.13 |
| SLB SLB Ltd. | Reduce -1.8% | 0.21% | −0.10 |
| AMP Ameriprise Financial Inc. | Reduce -3.3% | 1.01% | −0.10 |
| CB Chubb Ltd. | Reduce -1.8% | 0.39% | −0.10 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.7% | 0.93% | −0.08 |
| PNC PNC Financial Services Group | Reduce -4.0% | 0.53% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.0% | 0.62% | −0.08 |
| UL Unilever PLC | Reduce -1.6% | 0.50% | −0.08 |
| XLE SS Energy Select Sector | Reduce -6.6% | 0.20% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.30% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -14.7% | 0.09% | −0.07 |
| SCHB Schwab US Broad Market ETF | Reduce -18.3% | 0.24% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -0.6% | 0.22% | −0.07 |
| SCHG Schwab US Large-Cap Growth | Reduce -7.3% | 0.82% | −0.07 |
| UPS United Parcel Service Class B | Reduce -3.3% | 0.20% | −0.07 |
| PFE Pfizer Inc. | Reduce -1.9% | 0.26% | −0.06 |
| RTX RTX Corp. | Reduce -2.9% | 0.68% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.20% | −0.06 |
| KO The Coca-Cola Co. | Reduce -2.5% | 0.25% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -10.7% | 0.23% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -15.9% | 0.12% | −0.05 |
| SBUX Starbucks Corp. | Reduce -9.3% | 0.13% | −0.05 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.4% | 0.28% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 1.03% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -12.2% | 0.31% | −0.04 |
| DOV Dover Corp. | Reduce -2.2% | 0.26% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -1.8% | 0.06% | −0.04 |
| IWN iShares Russell 2000 Value E | Reduce -19.4% | 0.09% | −0.04 |
| SXT Sensient Technologies Corp. | Sold out | 0.00% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.1% | 0.18% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 1.71% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| ACWI iShares MSCI Acwi ETF | Add +547.9% | 3.61% | +3.02 |
| AGG iShares Core U.S. Aggregate | Add +208.1% | 3.02% | +1.88 |
| EAGL Eagle Capital Select Eqty | New | 0.81% | +0.81 |
| AMT American Tower Corp. | New | 0.58% | +0.58 |
| VTHR Vanguard Russell 3000 | New | 0.56% | +0.56 |
| IGV iShares Expanded Tech-Softwa | Add +84.8% | 0.80% | +0.39 |
| IWV iShares Russell 3000 ETF | Add +406.9% | 0.39% | +0.31 |
| VOO Vanguard S&P 500 ETF | Add +97.9% | 0.46% | +0.21 |
| MKL Markel Group Inc. | Add +96.9% | 0.39% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +9.2% | 2.47% | +0.11 |
| SCHX Schwab US Large-Cap ETF | Add +10.4% | 1.32% | +0.06 |
| CAT Caterpillar Inc. | Add +28.9% | 0.22% | +0.05 |
| KNSL Kinsale Capital Group Inc. | Add +55.6% | 0.19% | +0.05 |
| VABK Virginia National Bankshares | New | 0.04% | +0.04 |
| IWB iShares Russell 1000 ETF | Add +135.2% | 0.06% | +0.03 |
| SCHA Schwab US Small-Cap ETF | Add +35.8% | 0.17% | +0.03 |
| NXST Nexstar Media Group Inc. | Add +68.6% | 0.12% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +5.5% | 0.79% | +0.02 |
| UDR Udr Inc. | New | 0.02% | +0.02 |
| COF Capital One Financial Corp. | Add +30.3% | 0.08% | +0.02 |
| BSX Boston Scientific Corp. | New | 0.02% | +0.02 |
| ADI Analog Devices Inc. | New | 0.02% | +0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +22.1% | 0.40% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +37.4% | 0.09% | +0.02 |
| PGR Progressive Corp. | New | 0.02% | +0.02 |
| USFR Wisdomtree Floating Rate Tre | Add +137.9% | 0.03% | +0.02 |
| OTIS Otis Worldwide Corp. | New | 0.01% | +0.01 |
| ACN Accenture PLC Class A | Add +44.9% | 0.09% | +0.01 |
| DHR Danaher Corp. | Add +95.1% | 0.03% | +0.01 |
| RPG Invesco S&P 500 Pure Growth | New | 0.01% | +0.01 |
| KMX Carmax Inc. | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.01% | +0.01 |
| BHRB Burke & Herbert Financial SE | New | 0.01% | +0.01 |
| INTU Intuit Inc. | New | 0.01% | +0.01 |
| TIXT Telus International Cda Inc. | New | 0.01% | +0.01 |
| DLTR Dollar Tree Inc. | Add +36.1% | 0.03% | +0.01 |
| BND Vanguard Total Bond Market | New | 0.01% | +0.01 |
| VONV Vanguard Russell 1000 Value | New | 0.01% | +0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.01% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.01% | +0.01 |
| RDVY First Trust Rising Dividend | New | 0.01% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | New | 0.01% | +0.01 |
| SCHV Schwab US Large-Cap Value | New | 0.01% | +0.01 |
| DGRO iShares Core Dividend Growth | New | 0.01% | +0.01 |
| CARR Carrier Global Corp. | Add +32.1% | 0.03% | +0.01 |
| FV First Trust DW Focus 5 Fund | New | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +1.2% | 0.38% | +0.01 |
| DFUV Dimensional US Marketwide Va | New | 0.01% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.01% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 341 | $2.2B | IVV, ACWI, AAPL, IXUS, VEA |
| Q1 2026 | 329 | $2.0B | IVV, ACWI, AAPL, IXUS, VEA |
| Q4 2025 | 332 | $2.0B | IVV, ACWI, AAPL, MSFT, IXUS |
| Q3 2025 | 334 | $1.9B | IVV, ACWI, AAPL, MSFT, IXUS |
| Q2 2025 | 314 | $1.8B | IVV, MSFT, ACWI, AAPL, AGG |
| Q1 2025 | 264 | $1.5B | IVV, AAPL, MSFT, IXUS, IJH |
| Q4 2024 | 263 | $1.6B | IVV, AAPL, MSFT, IJH, IXUS |
| Q3 2024 | 265 | $1.6B | IVV, AAPL, MSFT, IXUS, IJH |
| Q2 2024 | 258 | $1.5B | IVV, AAPL, MSFT, IXUS, IJH |
| Q1 2024 | 260 | $1.5B | IVV, MSFT, AAPL, IJH, IXUS |