Atlantic Private Wealth’s Loews L Stock Holding History

Atlantic Private Wealth’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	$566	Hold	5	–	–	﹤0.01%	262
2026 Q1	$534	Hold	5	–	–	﹤0.01%	272
2025 Q4	$527	Buy	+5	New	+$516	﹤0.01%	321

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Atlantic Private Wealth's L Position: Q2 2026 in Review

Atlantic Private Wealth held its Loews (L) position steady in Q2 2026 at 5 shares worth $566. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Atlantic Private Wealth first reported a position in L in Q4 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Atlantic Private Wealth held 5 shares of Loews worth $566 as of Q2 2026.
Atlantic Private Wealth left its Loews share count unchanged in Q2 2026.
Loews made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #262 holding.
Atlantic Private Wealth first reported a position in Loews in Q4 2025 and has held it in 3 quarters since.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.