Axxcess Wealth Management’s Loews L Stock Holding History

Axxcess 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
2025 Q1	–	Sell	-3,195	Closed	-$271K	–	906
2024 Q4	$271K	Buy	3,195 +610	+24%	+$50.3K	0.01%	703
2024 Q3	$204K	Buy	+2,585	New	+$203K	0.01%	835

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Axxcess Wealth Management's L Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Loews (L) in Q1 2025, closing a stake of 3,195 shares — an estimated $271K sold.

Axxcess Wealth Management first reported a position in L in Q3 2024 and held it in 2 quarters. The position peaked at $271K in Q4 2024. 638 funds tracked by Wall St. Rank hold L as of Q1 2025.

Axxcess Wealth Management reported no remaining Loews position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 3,195 Loews shares in Q1 2025, an estimated $271K.
Axxcess Wealth Management first reported a position in Loews in Q3 2024 and held it in 2 quarters.
Axxcess Wealth Management's Loews position peaked at $271K in Q4 2024.
638 funds tracked by Wall St. Rank held Loews as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.