Beacon Investment Advisory Services’s Loews L Stock Holding History

Beacon Investment Advisory Services’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 Q2	$56.6K	Sell	500 -113	-18%	-$12.2K	﹤0.01%	415
2026 Q1	$65.4K	Sell	613 -4,984	-89%	-$534K	﹤0.01%	392
2025 Q4	$589K	Buy	5,597 +290	+5%	+$29.9K	0.02%	167
2025 Q3	$533K	Hold	5,307	–	–	0.02%	169
2025 Q2	$486K	Sell	5,307 -291	-5%	-$25.5K	0.02%	171
2025 Q1	$515K	Hold	5,598	–	–	0.02%	162
2024 Q4	$474K	Hold	5,598	–	–	0.02%	172
2024 Q3	$443K	Hold	5,598	–	–	0.02%	184
2024 Q2	$418K	Hold	5,598	–	–	0.02%	182
2024 Q1	$438K	Hold	5,598	–	–	0.02%	188
2023 Q4	$390K	Buy	5,598 +15	+0.3%	+$997	0.02%	198
2023 Q3	$353K	Buy	5,583 +29	+0.5%	+$1.81K	0.02%	220
2023 Q2	$330K	Hold	5,554	–	–	0.02%	231
2023 Q1	$322K	Sell	5,554 -210	-4%	-$12.4K	0.02%	224
2022 Q4	$336K	Hold	5,764	–	–	0.02%	217
2022 Q3	$287K	Sell	5,764 -7	-0.1%	-$393	0.02%	235
2022 Q2	$342K	Sell	5,771 -15	-0.3%	-$944	0.02%	228
2022 Q1	$375K	Hold	5,786	–	–	0.02%	235
2021 Q4	$334K	Hold	5,786	–	–	0.01%	248
2021 Q3	$312K	Buy	+5,786	New	+$314K	0.01%	255

Other funds holding L

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Beacon Investment Advisory Services's L Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Loews (L) stake by 18% in Q2 2026, selling an estimated $12.2K and leaving 500 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Beacon Investment Advisory Services first reported a position in L in Q3 2021 and has held it in 20 quarters since. The position peaked at $589K in Q4 2025. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

Beacon Investment Advisory Services held 500 shares of Loews worth $56.6K as of Q2 2026.
Beacon Investment Advisory Services sold 113 Loews shares in Q2 2026, an estimated $12.2K.
Loews made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #415 holding.
Beacon Investment Advisory Services first reported a position in Loews in Q3 2021 and has held it in 20 quarters since.
Beacon Investment Advisory Services's Loews position peaked at $589K in Q4 2025.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.