LOWE BROCKENBROUGH & CO INC GS GOLDMAN COMM

Ownership history in LOWE BROCKENBROUGH & CO INC  ·  75 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported GOLDMAN COMM (GS) in 75 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2025 Q4. The latest visible filing shows GS at 0.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOWE BROCKENBROUGH & CO INC's position in GOLDMAN COMM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GS was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LOWE BROCKENBROUGH & CO INC held GS — position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 20,359 -181 -0.9% 0.86% $17.2M 2026-05-07 $925.87
2025 Q4 REDUCED 20,540 -289 -1.4% 0.89% $18.1M 2026-02-11 $939.64
2025 Q3 ADDED 20,829 +100 +0.5% 0.85% $16.6M 2025-11-05 $785.05
2025 Q2 REDUCED 20,729 -289 -1.4% 0.82% $14.7M 2025-08-11 $708.15
2025 Q1 REDUCED 21,018 -281 -1.3% 0.76% $11.5M 2025-05-13 $591.55
2024 Q4 REDUCED 21,299 -266 -1.2% 0.78% $12.2M 2025-02-11 $630.97
2024 Q3 REDUCED 14.8% +16.4% 21,565 -3,757 -14.8% 0.68% $10.7M 2024-10-28 $507.91
2024 Q2 ADDED 25,322 +150 +0.6% 0.76% $11.5M 2024-08-12 $468.20
2024 Q1 ADDED 25,172 +4,137 +19.7% 0.71% $10.5M 2024-05-15 $446.77
2023 Q4 REDUCED 17.8% +8.0% 21,035 -4,560 -17.8% 0.63% $8.1M 2024-02-14 $359.82
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LOWE BROCKENBROUGH & CO INC and GS

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOWE BROCKENBROUGH & CO INC reported owning GS?

LOWE BROCKENBROUGH & CO INC reported GS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GS position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for GS was 0.89% in 2025 Q4.

What is the latest reported GS position on this page?

The most recent filing on this page is 2026 Q1, when LOWE BROCKENBROUGH & CO INC reported 20,359 shares, equal to 0.86% of portfolio, with an estimated market value of $17.2M.

What does the chart on this GS ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO INC's quarterly GS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LOWE BROCKENBROUGH & CO INC time their GS position?

Based on 13F filing dates vs. subsequent GS price moves, LOWE BROCKENBROUGH & CO INC correctly timed 34 out of 67 reported position changes (51%). The annualised alpha on GS relative to SPY over the holding period was +3.6%.

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