ACM
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Adalta Capital Management’s Loews L Stock Holding History

Adalta Capital Management’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
Q1 		$181K Sell
1,700
-300
-15% -$32.1K 0.09% 88
2025
Q4 		$211K Buy
2,000
+500
+33% +$51.6K 0.09% 81
2025
Q3 		$151K Hold
1,500
– – 0.07% 90
2025
Q2 		$137K Buy
+1,500
New +$132K 0.07% 86

Other funds holding L

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Adalta Capital Management's L Position: Q1 2026 in Review

Adalta Capital Management reduced its Loews (L) stake by 15% in Q1 2026, selling an estimated $32.1K and leaving 1,700 shares worth $181K. The position accounts for 0.09% of the portfolio, ranked #88.

Adalta Capital Management first reported a position in L in Q2 2025 and has held it in 4 quarters since. The position peaked at $211K in Q4 2025. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Adalta Capital Management held 1,700 shares of Loews worth $181K as of Q1 2026.
  • Adalta Capital Management sold 300 Loews shares in Q1 2026, an estimated $32.1K.
  • Loews made up 0.09% of Adalta Capital Management's portfolio in Q1 2026, its #88 holding.
  • Adalta Capital Management first reported a position in Loews in Q2 2025 and has held it in 4 quarters since.
  • Adalta Capital Management's Loews position peaked at $211K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Adalta Capital Management's 13F filing for Q1 2026, filed 18 May 2026.