Bartlett & Co Wealth Management’s Loews L Stock Holding History

Bartlett & Co 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
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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bartlett & Co Wealth Management's L Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Loews (L) stake by 0.35% in Q1 2026, buying an estimated $963 and bringing the position to 2,610 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Bartlett & Co Wealth Management first reported a position in L in Q1 2018 and has held it in 33 quarters since. The position peaked at $431K in Q1 2024. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

Bartlett & Co Wealth Management held 2,610 shares of Loews worth $274K as of Q1 2026.
Bartlett & Co Wealth Management bought 9 Loews shares in Q1 2026, an estimated $963.
Loews made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #411 holding.
Bartlett & Co Wealth Management first reported a position in Loews in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's Loews position peaked at $431K in Q1 2024.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.