Bank Julius Baer & Co
L icon

Bank Julius Baer & Co’s Loews L Stock Holding History

Bank Julius Baer & Co’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
-529
Closed -$55.7K – 702
2025
Q4 		$55.7K Hold
529
– – ﹤0.01% 577
2025
Q3 		$53.1K Buy
+529
New +$50K ﹤0.01% 590
2025
Q1 		– Sell
-691
Closed -$64.6K – 648
2024
Q4 		$64.6K Buy
691
+47
+7% +$3.87K ﹤0.01% 522
2024
Q3 		$60.3K Buy
+644
New +$50.5K ﹤0.01% 460

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank Julius Baer & Co's L Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Loews (L) in Q1 2026, closing a stake of 529 shares — an estimated $55.7K sold.

Bank Julius Baer & Co first reported a position in L in Q3 2024 and held it in 4 quarters. The position peaked at $64.6K in Q4 2024. 771 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining Loews position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 529 Loews shares in Q1 2026, an estimated $55.7K.
  • Bank Julius Baer & Co first reported a position in Loews in Q3 2024 and held it in 4 quarters.
  • Bank Julius Baer & Co's Loews position peaked at $64.6K in Q4 2024.
  • 771 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.