Caldwell Sutter Capital’s Loews L Stock Holding History

Caldwell Sutter Capital’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	$238K	Hold	2,100	–	–	0.09%	197
2026 Q1	$224K	Hold	2,100	–	–	0.09%	200
2025 Q4	$221K	Hold	2,100	–	–	0.09%	200
2025 Q3	$211K	Buy	2,100 +775	+58%	+$73.3K	0.09%	200
2025 Q2	$121K	Buy	+1,325	New	+$116K	0.06%	261

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

Caldwell Sutter Capital's L Position: Q2 2026 in Review

Caldwell Sutter Capital held its Loews (L) position steady in Q2 2026 at 2,100 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #197.

Caldwell Sutter Capital first reported a position in L in Q2 2025 and has held it in 5 quarters since. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

Caldwell Sutter Capital held 2,100 shares of Loews worth $238K as of Q2 2026.
Caldwell Sutter Capital left its Loews share count unchanged in Q2 2026.
Loews made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #197 holding.
Caldwell Sutter Capital first reported a position in Loews in Q2 2025 and has held it in 5 quarters since.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.