LOWE BROCKENBROUGH & CO INC

Position in MS — Morgan Stanley

CIK 22657 RICHMOND, VA

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$17,954,027

+$3,469,399 QoQ

Shares Held

85,888

-2.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#447

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LOWE BROCKENBROUGH & CO INC holds $38,303,226 across 3 Capital Markets names. MS ranks #2 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	19,886	$20,112,103
2	MS	Morgan Stanley This page	85,888	$17,954,027
3	IBKR	Interactive Brokers Group, Inc.	2,724	$237,096

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,954,027	85,888	-2.4%	Shares	Sole	2026-08-03
2026-03-31	$14,484,628	88,015	+0.5%	Shares	Sole	2026-05-07
2025-12-31	$15,545,769	87,567	-1.3%	Shares	Sole	2026-02-11
2025-09-30	$14,102,295	88,716	+0.3%	Shares	Sole	2025-11-05
2025-06-30	$12,457,517	88,439	-1.3%	Shares	Sole	2025-08-11
2025-03-31	$10,456,665	89,626	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$11,112,642	88,392	-0.9%	Shares	Sole	2025-02-11
2024-09-30	$9,298,520	89,203	-12.8%	Shares	Sole	2024-10-28
2024-06-30	$9,947,688	102,353	-0.3%	Shares	Sole	2024-08-12
2024-03-31	$9,665,994	102,655	+17.2%	Shares	Sole	2024-05-15
2023-12-31	$8,166,368	87,575	-13.7%	Shares	Sole	2024-02-14
2023-09-30	$8,288,688	101,490	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$8,615,664	100,886	+1.7%	Shares	Sole	2023-08-10
2023-03-31	$8,710,901	99,213	-0.5%	Shares	Sole	2023-05-12
2022-12-31	$8,480,489	99,747	+3.3%	Shares	Sole	2023-02-14
2022-09-30	$7,626,282	96,523	-8.6%	Shares	Sole	2022-11-01
2022-06-30	$8,032,848	105,612	+1.7%	Shares	Sole	2022-07-27
2022-03-31	$9,080,160	103,892	+3.4%	Shares	Sole	2022-05-04
2021-12-31	$9,862,626	100,475	-26.7%	Shares	Sole	2022-02-14
2021-09-30	$13,332,248	137,008	+1.1%	Shares	Sole	2021-11-15
2021-06-30	$12,422,711	135,486	+1.8%	Shares	Sole	2021-08-13
2021-03-31	$10,336,623	133,101	-0.5%	Shares	Sole	2021-05-14
2020-12-31	$9,171,164	133,827	+2.0%	Shares	Sole	2021-02-04
2020-09-30	$6,342,359	131,176	+0.3%	Shares	Sole	2020-10-26
2020-06-30	$6,314,838	130,742	+2.8%	Shares	Sole	2020-08-13
2020-03-31	$4,323,984	127,176	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.