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Annis Gardner Whiting Capital Advisors’s Loews L Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-312
Closed -$33.3K – 845
2026
Q1 		$33.3K Buy
312
+13
+4% +$1.39K 0.01% 640
2025
Q4 		$31.5K Buy
299
+5
+2% +$516 0.01% 591
2025
Q3 		$29.5K Sell
294
-11
-4% -$1.04K 0.01% 555
2025
Q2 		$28K Buy
305
+5
+2% +$439 0.01% 504
2025
Q1 		$27.6K Hold
300
– – 0.01% 414
2024
Q4 		$25.4K Hold
300
– – 0.01% 412
2024
Q3 		$23.7K Hold
300
– – 0.01% 442
2024
Q2 		$22.4K Sell
300
-10
-3% -$758 0.01% 546
2024
Q1 		$24.3K Hold
310
– – 0.01% 510
2023
Q4 		$21.6K Hold
310
– – 0.01% 388
2023
Q3 		$19.6K Buy
+310
New +$19.3K 0.01% 388

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's L Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Loews (L) in Q2 2026, closing a stake of 312 shares — an estimated $33.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in L in Q3 2023 and held it in 11 quarters. The position peaked at $33.3K in Q1 2026. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 312 Loews shares in Q2 2026, an estimated $33.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Loews in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Loews position peaked at $33.3K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.