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Bogart Wealth LLC’s Loews L Stock Holding History

Bogart Wealth LLC’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 		$38.9K Buy
344
+158
+85% +$17.1K ﹤0.01% 605
2026
Q1 		$19.9K Buy
186
+65
+54% +$6.96K ﹤0.01% 732
2025
Q4 		$12.7K Buy
121
+16
+15% +$1.65K ﹤0.01% 808
2025
Q3 		$10.5K Buy
105
+52
+98% +$4.92K ﹤0.01% 822
2025
Q2 		$4.86K Buy
53
+41
+342% +$3.6K ﹤0.01% 944
2025
Q1 		$1.1K Buy
+12
New +$1.03K ﹤0.01% 1166

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bogart Wealth LLC's L Position: Q2 2026 in Review

Bogart Wealth LLC increased its Loews (L) stake by 85% in Q2 2026, buying an estimated $17.1K and bringing the position to 344 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Bogart Wealth LLC first reported a position in L in Q1 2025 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Bogart Wealth LLC held 344 shares of Loews worth $38.9K as of Q2 2026.
  • Bogart Wealth LLC bought 158 Loews shares in Q2 2026, an estimated $17.1K.
  • Loews made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #605 holding.
  • Bogart Wealth LLC first reported a position in Loews in Q1 2025 and has held it in 6 quarters since.
  • 786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.