Bank of Montreal’s Loews L Stock Holding History

Bank of Montreal’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
2016 Q4	–	Sell	-7,000	Closed	-$288K	–	4127
2016 Q3	$288K	Buy	+7,000	New	+$287K	﹤0.01%	2304

Other funds holding L

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

VCM

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

VPM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal's L Position: Q2 2026 in Review

Bank of Montreal increased its Loews (L) stake by 25% in Q2 2026, buying an estimated $4.64M and bringing the position to 213,387 shares worth $24.2M. The position accounts for 0.01% of the portfolio, ranked #842.

Bank of Montreal first reported a position in L in Q2 2013 and has held it in 53 quarters since. The position peaked at $27.3M in Q2 2024. 630 funds tracked by Wall St. Rank hold L as of Q2 2026.

Bank of Montreal held 213,387 shares of Loews worth $24.2M as of Q2 2026.
Bank of Montreal bought 42,785 Loews shares in Q2 2026, an estimated $4.64M.
Loews made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #842 holding.
Bank of Montreal first reported a position in Loews in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Loews position peaked at $27.3M in Q2 2024.
630 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.