Bartlett & Co Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $296K | Buy |
2,613
+3
| +0.1% | +$325 | ﹤0.01% | 424 |
|
|
2026
Q1 | $274K | Buy |
2,610
+9
| +0.3% | +$963 | ﹤0.01% | 411 |
|
|
2025
Q4 | $274K | Hold |
2,601
| – | – | ﹤0.01% | 414 |
|
|
2025
Q3 | $261K | Hold |
2,601
| – | – | ﹤0.01% | 415 |
|
|
2025
Q2 | $238K | Sell |
2,601
-1,699
| -40% | -$149K | ﹤0.01% | 423 |
|
|
2025
Q1 | $395K | Hold |
4,300
| – | – | 0.01% | 359 |
|
|
2024
Q4 | $364K | Buy |
4,300
+1,700
| +65% | +$140K | 0.01% | 370 |
|
|
2024
Q3 | $206K | Sell |
2,600
-2,900
| -53% | -$227K | ﹤0.01% | 440 |
|
|
2024
Q2 | $411K | Hold |
5,500
| – | – | 0.01% | 348 |
|
|
2024
Q1 | $431K | Hold |
5,500
| – | – | 0.01% | 345 |
|
|
2023
Q4 | $382K | Hold |
5,500
| – | – | 0.01% | 381 |
|
|
2023
Q3 | $348K | Hold |
5,500
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $327K | Hold |
5,500
| – | – | 0.01% | 394 |
|
|
2023
Q1 | $319K | Hold |
5,500
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $321K | Hold |
5,500
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $274K | Hold |
5,500
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $326K | Hold |
5,500
| – | – | 0.01% | 315 |
|
|
2022
Q1 | $357K | Hold |
5,500
| – | – | 0.01% | 329 |
|
|
2021
Q4 | $318K | Hold |
5,500
| – | – | 0.01% | 345 |
|
|
2021
Q3 | $297K | Hold |
5,500
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $301K | Hold |
5,500
| – | – | 0.01% | 303 |
|
|
2021
Q1 | $282K | Hold |
5,500
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $248K | Buy |
5,500
+118
| +2% | +$4.74K | 0.01% | 309 |
|
|
2020
Q3 | $187K | Hold |
5,382
| – | – | ﹤0.01% | 317 |
|
|
2020
Q2 | $185K | Sell |
5,382
-84
| -2% | -$2.83K | ﹤0.01% | 321 |
|
|
2020
Q1 | $190K | Hold |
5,466
| – | – | 0.01% | 298 |
|
|
2019
Q4 | $287K | Hold |
5,466
| – | – | 0.01% | 294 |
|
|
2019
Q3 | $281K | Hold |
5,466
| – | – | 0.01% | 294 |
|
|
2019
Q2 | $299K | Hold |
5,466
| – | – | 0.01% | 230 |
|
|
2019
Q1 | $262K | Hold |
5,466
| – | – | 0.01% | 238 |
|
|
2018
Q4 | $249K | Sell |
5,466
-51
| -0.9% | -$2.4K | 0.01% | 235 |
|
|
2018
Q3 | $277K | Hold |
5,517
| – | – | 0.01% | 232 |
|
|
2018
Q2 | $266K | Sell |
5,517
-95
| -2% | -$4.78K | 0.01% | 230 |
|
|
2018
Q1 | $279K | Buy |
+5,612
| New | +$284K | 0.01% | 226 |
|
Other funds holding L
Bartlett & Co Wealth Management's L Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Loews (L) stake by 0.11% in Q2 2026, buying an estimated $325 and bringing the position to 2,613 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #424.
Bartlett & Co Wealth Management first reported a position in L in Q1 2018 and has held it in 34 quarters since. The position peaked at $431K in Q1 2024. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.
- Bartlett & Co Wealth Management held 2,613 shares of Loews worth $296K as of Q2 2026.
- Bartlett & Co Wealth Management bought 3 Loews shares in Q2 2026, an estimated $325.
- Loews made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #424 holding.
- Bartlett & Co Wealth Management first reported a position in Loews in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Loews position peaked at $431K in Q1 2024.
- 785 funds tracked by Wall St. Rank held Loews as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.