Lowe Brockenbrough & Co Inc

SEC CIK: 0000022657
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Lowe Brockenbrough & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 85,888
Value: $18.0M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of MS by Lowe Brockenbrough & Co Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	85,888	$18.0M	0.8%	−2,127−2.4%	Reduced	Holders
Q1 2026	88,015	$14.5M	0.7%	+448+0.5%	Added	Holders
Q4 2025	87,567	$15.5M	0.8%	−1,149−1.3%	Reduced	Holders
Q3 2025	88,716	$14.1M	0.7%	+277+0.3%	Added	Holders
Q2 2025	88,439	$12.5M	0.7%	−1,187−1.3%	Reduced	Holders
Q1 2025	89,626	$10.5M	0.7%	+1,234+1.4%	Added	Holders
Q4 2024	88,392	$11.1M	0.7%	−811−0.9%	Reduced	Holders
Q3 2024	89,203	$9.30M	0.6%	−13,150−12.8%	Reduced	Holders
Q2 2024	102,353	$9.95M	0.7%	−302−0.3%	Reduced	Holders
Q1 2024	102,655	$9.67M	0.7%	+15,080+17.2%	Added	Holders
Q4 2023	87,575	$8.17M	0.6%	−13,915−13.7%	Reduced	Holders
Q3 2023	101,490	$8.29M	0.6%	+604+0.6%	Added	Holders
Q2 2023	100,886	$8.62M	0.6%	+1,673+1.7%	Added	Holders
Q1 2023	99,213	$8.71M	0.7%	−534−0.5%	Reduced	Holders
Q4 2022	99,747	$8.48M	0.7%	+3,224+3.3%	Added	Holders
Q3 2022	96,523	$7.63M	0.7%	−9,089−8.6%	Reduced	Holders
Q2 2022	105,612	$8.03M	0.7%	+1,720+1.7%	Added	Holders
Q1 2022	103,892	$9.08M	0.7%	+3,417+3.4%	Added	Holders
Q4 2021	100,475	$9.86M	0.7%	−36,533−26.7%	Reduced	Holders
Q3 2021	137,008	$13.3M	1.0%	+1,522+1.1%	Added	Holders
Q2 2021	135,486	$12.4M	1.1%	+2,385+1.8%	Added	Holders
Q1 2021	133,101	$10.3M	1.0%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.