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Lowe Brockenbrough & Co’s CBRE Group CBRE Stock Holding History

Lowe Brockenbrough & Co’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
2,190
-189
-8% -$26K 0.01% 254
2026
Q1 		$322K Sell
2,379
-90
-4% -$13.7K 0.02% 244
2025
Q4 		$397K Buy
2,469
+5
+0.2% +$786 0.02% 237
2025
Q3 		$388K Buy
+2,464
New +$381K 0.02% 237

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lowe Brockenbrough & Co's CBRE Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its CBRE Group (CBRE) stake by 7.9% in Q2 2026, selling an estimated $26K and leaving 2,190 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #254.

Lowe Brockenbrough & Co first reported a position in CBRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $397K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Lowe Brockenbrough & Co held 2,190 shares of CBRE Group worth $295K as of Q2 2026.
  • Lowe Brockenbrough & Co sold 189 CBRE Group shares in Q2 2026, an estimated $26K.
  • CBRE Group made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #254 holding.
  • Lowe Brockenbrough & Co first reported a position in CBRE Group in Q3 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's CBRE Group position peaked at $397K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.