Brewster Financial Planning’s Loews L Stock Holding History

Brewster Financial Planning’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	$528K	Sell	4,667 -135	-3%	-$14.6K	0.29%	17
2026 Q1	$513K	Hold	4,802	–	–	0.31%	16
2025 Q4	$506K	Hold	4,802	–	–	0.31%	16
2025 Q3	$482K	Hold	4,802	–	–	0.3%	17
2025 Q2	$440K	Buy	4,802 +1,200	+33%	+$105K	0.3%	17
2025 Q1	$331K	Hold	3,602	–	–	0.24%	19
2024 Q4	$305K	Buy	+3,602	New	+$297K	0.23%	17

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

Brewster Financial Planning's L Position: Q2 2026 in Review

Brewster Financial Planning reduced its Loews (L) stake by 2.8% in Q2 2026, selling an estimated $14.6K and leaving 4,667 shares worth $528K. The position accounts for 0.29% of the portfolio, ranked #17.

Brewster Financial Planning first reported a position in L in Q4 2024 and has held it in 7 quarters since. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

Brewster Financial Planning held 4,667 shares of Loews worth $528K as of Q2 2026.
Brewster Financial Planning sold 135 Loews shares in Q2 2026, an estimated $14.6K.
Loews made up 0.29% of Brewster Financial Planning's portfolio in Q2 2026, its #17 holding.
Brewster Financial Planning first reported a position in Loews in Q4 2024 and has held it in 7 quarters since.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.