AE Wealth Management’s Loews L Stock Holding History

AE Wealth 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	–	Sell	-49,460	Closed	-$5.21M	–	2655
2025 Q4	$5.21M	Buy	+49,460	New	+$5.11M	0.03%	384
2023 Q4	–	Sell	-51,233	Closed	-$3.24M	–	2119
2023 Q3	$3.24M	Buy	+51,233	New	+$3.19M	0.02%	683

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AE Wealth Management's L Position: Q1 2026 in Review

AE Wealth Management sold out of Loews (L) in Q1 2026, closing a stake of 49,460 shares — an estimated $5.21M sold.

AE Wealth Management first reported a position in L in Q3 2023 and held it in 2 quarters. The position peaked at $5.21M in Q4 2025. 774 funds tracked by Wall St. Rank hold L as of Q1 2026.

AE Wealth Management reported no remaining Loews position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 49,460 Loews shares in Q1 2026, an estimated $5.21M.
AE Wealth Management first reported a position in Loews in Q3 2023 and held it in 2 quarters.
AE Wealth Management's Loews position peaked at $5.21M in Q4 2025.
774 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.