Cape Investment Advisory’s Loews L Stock Holding History

Cape Investment Advisory’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	$1.71K	Buy	+15	New	+$1.63K	﹤0.01%	1261
2026 Q1	–	Sell	-5	Closed	-$533	–	749
2025 Q4	$533	Hold	5	–	–	﹤0.01%	1245
2025 Q3	$508	Hold	5	–	–	﹤0.01%	780
2025 Q2	$464	Hold	5	–	–	﹤0.01%	1084
2025 Q1	$465	Hold	5	–	–	﹤0.01%	1025
2024 Q4	$428	Buy	5 +1	+25%	+$82	﹤0.01%	1025
2024 Q3	$320	Hold	4	–	–	﹤0.01%	912
2024 Q2	$302	Hold	4	–	–	﹤0.01%	880
2024 Q1	$317	Hold	4	–	–	﹤0.01%	892
2023 Q4	$281	Hold	4	–	–	﹤0.01%	1082
2023 Q3	$256	Hold	4	–	–	﹤0.01%	893
2023 Q2	$239	Hold	4	–	–	﹤0.01%	881
2023 Q1	$234	Buy	+4	New	+$237	﹤0.01%	931

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Cape Investment Advisory's L Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Loews (L) in Q2 2026: 15 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in L as recently as Q4 2025.

Cape Investment Advisory first reported a position in L in Q1 2023 and has held it in 13 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Cape Investment Advisory held 15 shares of Loews worth $1.71K as of Q2 2026.
Loews was a new Cape Investment Advisory position in Q2 2026.
Loews made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1261 holding.
Cape Investment Advisory first reported a position in Loews in Q1 2023 and has held it in 13 quarters since.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.