Capital A Wealth Management’s Loews L Stock Holding History

Capital A Wealth Management’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
2025 Q2	–	Sell	-15	Closed	-$1.38K	–	671
2025 Q1	$1.38K	Sell	15 -6	-29%	-$513	﹤0.01%	504
2024 Q4	$1.78K	Buy	+21	New	+$1.73K	﹤0.01%	490

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital A Wealth Management's L Position: Q2 2025 in Review

Capital A Wealth Management sold out of Loews (L) in Q2 2025, closing a stake of 15 shares — an estimated $1.38K sold.

Capital A Wealth Management first reported a position in L in Q4 2024 and held it in 2 quarters. The position peaked at $1.78K in Q4 2024. 652 funds tracked by Wall St. Rank hold L as of Q2 2025.

Capital A Wealth Management reported no remaining Loews position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 15 Loews shares in Q2 2025, an estimated $1.38K.
Capital A Wealth Management first reported a position in Loews in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Loews position peaked at $1.78K in Q4 2024.
652 funds tracked by Wall St. Rank held Loews as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.