SEC 13F Intelligence

Lowe Brockenbrough & Co Inc / DWD

Lowe Brockenbrough & Co Inc’s Morgan Stanley Position

Does Lowe Brockenbrough & Co Inc own Morgan Stanley (DWD)? Yes — 88.0K shares worth $14M (+0.72% of its 13F portfolio) as of Q1 2026, up from 87.6K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
88.0K
% of Portfolio
+0.72%
Quarters Held
30
currently held

Position History DWD

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $9MQ4 ’20Q1 ’21: $10MQ2 ’21: $12MQ3 ’21: $13MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $8MQ4 ’23: $8MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ3 ’24: $9MQ4 ’24: $11MQ4 ’24Q1 ’25: $10MQ2 ’25: $12MQ3 ’25: $14MQ4 ’25: $16MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.0K$14M+0.72%
Q4 202587.6K$16M+0.77%
Q3 202588.7K$14M+0.73%
Q2 202588.4K$12M+0.70%
Q1 202589.6K$10M+0.69%
Q4 202488.4K$11M+0.71%
Q3 202489.2K$9M+0.59%
Q2 2024102.4K$10M+0.66%
Q1 2024102.7K$10M+0.65%
Q4 202387.6K$8M+0.63%
Q3 2023101.5K$8M+0.64%
Q2 2023100.9K$9M+0.65%
Q1 202399.2K$9M+0.71%
Q4 202299.7K$8M+0.74%
Q3 202296.5K$8M+0.73%
Q2 2022105.6K$8M+0.70%
Q1 2022103.9K$9M+0.67%
Q4 2021100.5K$10M+0.72%
Q3 2021137.0K$13M+1.04%
Q2 2021135.5K$12M+1.12%
Q1 2021133.1K$10M+1.00%
Q4 2020133.8K$9M+0.99%
Q3 2020131.2K$6M+0.79%
Q2 2020130.7K$6M+0.85%
Q1 2020127.2K$4M+0.71%
Q4 2019126.2K$6M+0.80%
Q3 2019126.4K$5M+0.72%
Q2 2019126.3K$6M+0.75%
Q1 2019122.9K$5M+0.73%
Q4 2018115.4K$5M+0.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lowe Brockenbrough & Co Inc’s full portfolio or all institutional holders of DWD.