LOWE BROCKENBROUGH & CO INC

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
364
Total value ($000)
$2,322,931
Net value change ($000)
+75,998 (3.4%)
New positions
31
Sold out positions
8
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 34,213 NEW
MSFT 21,121 36.8%
VOO 17,897 55.9%
AAPL 10,398 13.1%
ABBV 9,020 122.8%
NVDA 6,460 14.2%
SCHG 6,339 10.9%
AGG 6,127 9.1%
CVX 5,885 33.4%
IVV 5,748 3.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -26,259 -100.0%
ACWI -12,759 -15.0%
AMAT -8,949 -31.9%
AVGO -6,176 -21.0%
GOOG -4,736 -8.7%
KLAC -4,027 -36.5%
IJH -4,004 -7.7%
IJR -3,651 -9.1%
SOXX -3,121 -13.1%
CSCO -2,867 -9.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type