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Lowe Brockenbrough & Co’s Interactive Brokers IBKR Stock Holding History

Lowe Brockenbrough & Co’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Buy
+2,724
New +$227K 0.01% 269
2025
Q4 		– Sell
-3,024
Closed -$208K – 339
2025
Q3 		$208K Buy
+3,024
New +$190K 0.01% 284

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Lowe Brockenbrough & Co opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,724 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Lowe Brockenbrough & Co previously reported a position in IBKR as recently as Q3 2025.

Lowe Brockenbrough & Co first reported a position in IBKR in Q3 2025 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Lowe Brockenbrough & Co held 2,724 shares of Interactive Brokers worth $237K as of Q2 2026.
  • Interactive Brokers was a new Lowe Brockenbrough & Co position in Q2 2026.
  • Interactive Brokers made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #269 holding.
  • Lowe Brockenbrough & Co first reported a position in Interactive Brokers in Q3 2025 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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