Bellars Harris Wealth Management, LLC’s Loews L Stock Holding History

Bellars Harris Wealth Management, LLC’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.41M	Buy	+83,149	New	+$9.01M	1.92%	14

Other funds holding L

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's L Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Loews (L) in Q2 2026: 83,149 shares worth $9.41M. The stake represents 1.92% of the portfolio and ranks #14 among its holdings.

370 funds tracked by Wall St. Rank hold L as of Q2 2026.

Bellars Harris Wealth Management, LLC held 83,149 shares of Loews worth $9.41M as of Q2 2026.
Loews was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Loews made up 1.92% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #14 holding.
370 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.