Lowe Brockenbrough & Co’s Invesco QQQ Trust QQQ Stock Holding History

Lowe Brockenbrough & Co’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Sell	2,436 -131	-5%	-$79.6K	0.07%	156
2025 Q4	$1.58M	Buy	2,567 +618	+32%	+$379K	0.08%	142
2025 Q3	$1.17M	Buy	1,949 +1,561	+402%	+$894K	0.06%	173
2025 Q2	$214K	Buy	+388	New	+$193K	0.01%	269
2018 Q4	–	Sell	-1,086	Closed	-$202K	–	198
2018 Q3	$202K	Sell	1,086 -530	-33%	-$95.9K	0.03%	205
2018 Q2	$277K	Sell	1,616 -100	-6%	-$16.8K	0.04%	185
2018 Q1	$275K	Buy	1,716 +165	+11%	+$27.3K	0.04%	183
2017 Q4	$242K	Sell	1,551 -45	-3%	-$6.87K	0.03%	186
2017 Q3	$232K	Sell	1,596 -250	-14%	-$35.8K	0.04%	189
2017 Q2	$254K	Buy	+1,846	New	+$254K	0.04%	180

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lowe Brockenbrough & Co's QQQ Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Invesco QQQ Trust (QQQ) stake by 5.1% in Q1 2026, selling an estimated $79.6K and leaving 2,436 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #156.

Lowe Brockenbrough & Co first reported a position in QQQ in Q2 2017 and has held it in 10 quarters since. The position peaked at $1.58M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Lowe Brockenbrough & Co held 2,436 shares of Invesco QQQ Trust worth $1.41M as of Q1 2026.
Lowe Brockenbrough & Co sold 131 Invesco QQQ Trust shares in Q1 2026, an estimated $79.6K.
Invesco QQQ Trust made up 0.07% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #156 holding.
Lowe Brockenbrough & Co first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 10 quarters since.
Lowe Brockenbrough & Co's Invesco QQQ Trust position peaked at $1.58M in Q4 2025.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.