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Anne Byrd

Lowe Brockenbrough & Co Inc

Assets Managed
$2.006B
Holdings
329
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-1.25%(2Q avg: 1.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lowe Brockenbrough & Co Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 329 positions.

Assets under management

The assets under management (AUM) of Lowe Brockenbrough & Co Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.006B in assets, with a quarterly growth rate of -1.25% and a 2-quarter average growth rate of 1.63%. The portfolio is managed by Anne Byrd, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -10.98%
8.43%
$169.04M
258,783 shares@ $653.22 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Decreased -1.19%
4.43%
$88.727M
641,227 shares@ $138.38 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.06%
3.55%
$71.035M
279,895 shares@ $253.8 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 4.21%
3.18%
$63.719M
735,451 shares@ $86.65 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.59%
2.92%
$58.52M
913,241 shares@ $64.08 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.34%
2.78%
$55.721M
150,528 shares@ $370.18 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 8.66%
2.4%
$48.017M
483,698 shares@ $99.27 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.41%
2.26%
$45.187M
157,524 shares@ $286.86 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 227.61%
2.25%
$45.06M
1.547M shares@ $29.13 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 5.78%
2.17%
$43.332M
641,674 shares@ $67.53 avg price

1-10 of 329