Capital Advisors Ltd’s Loews L Stock Holding History

Capital Advisors Ltd’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	$159K	Buy	1,404 +108	+8%	+$11.7K	0.02%	330
2026 Q1	$138K	Hold	1,296	–	–	0.02%	337
2025 Q4	$136K	Hold	1,296	–	–	0.02%	324
2025 Q3	$130K	Sell	1,296 -31	-2%	-$2.93K	0.01%	332
2025 Q2	$122K	Buy	1,327 +61	+5%	+$5.35K	0.02%	326
2025 Q1	$116K	Hold	1,266	–	–	0.02%	323
2024 Q4	$107K	Hold	1,266	–	–	0.01%	335
2024 Q3	$100K	Hold	1,266	–	–	0.01%	343
2024 Q2	$95K	Buy	1,266 +15	+1%	+$1.14K	0.01%	342
2024 Q1	$98K	Hold	1,251	–	–	0.01%	344
2023 Q4	$87K	Hold	1,251	–	–	0.01%	345
2023 Q3	$79K	Hold	1,251	–	–	0.01%	353
2023 Q2	$74K	Hold	1,251	–	–	0.01%	372
2023 Q1	$73K	Sell	1,251 -80	-6%	-$4.74K	0.01%	340
2022 Q4	$78K	Buy	1,331 +80	+6%	+$4.46K	0.01%	335
2022 Q3	$62K	Buy	1,251 +4	+0.3%	+$224	0.01%	347
2022 Q2	$74K	Buy	1,247 +15	+1%	+$944	0.01%	327
2022 Q1	$80K	Hold	1,232	–	–	0.01%	331
2021 Q4	$71K	Hold	1,232	–	–	0.01%	331
2021 Q3	$66K	Hold	1,232	–	–	0.01%	305
2021 Q2	$67K	Hold	1,232	–	–	0.01%	296
2021 Q1	$63K	Hold	1,232	–	–	0.01%	277
2020 Q4	$55K	Hold	1,232	–	–	0.01%	274
2020 Q3	$43K	Hold	1,232	–	–	0.01%	287
2020 Q2	$42K	Hold	1,232	–	–	0.01%	285
2020 Q1	$43K	Buy	1,232 +31	+3%	+$1.46K	0.01%	266
2019 Q4	$63K	Hold	1,201	–	–	0.02%	245
2019 Q3	$62K	Hold	1,201	–	–	0.02%	242
2019 Q2	$66K	Sell	1,201 -1,006	-46%	-$51.6K	0.02%	261
2019 Q1	$168K	Buy	2,207 +1,006	+84%	+$47.5K	0.05%	166
2018 Q4	$55K	Hold	1,201	–	–	0.02%	276
2018 Q3	$60K	Hold	1,201	–	–	0.02%	287
2018 Q2	$58K	Hold	1,201	–	–	0.02%	220
2018 Q1	$60K	Hold	1,201	–	–	0.02%	213
2017 Q4	$60K	Hold	1,201	–	–	0.02%	209
2017 Q3	$57K	Hold	1,201	–	–	0.02%	210
2017 Q2	$56K	Hold	1,201	–	–	0.02%	206
2017 Q1	$56K	Hold	1,201	–	–	0.02%	190
2016 Q4	$56K	Hold	1,201	–	–	0.02%	181
2016 Q3	$49K	Hold	1,201	–	–	0.02%	189
2016 Q2	$49K	Hold	1,201	–	–	0.02%	183
2016 Q1	$46K	Hold	1,201	–	–	0.02%	187
2015 Q4	$46K	Hold	1,201	–	–	0.02%	184
2015 Q3	$43K	Hold	1,201	–	–	0.02%	179
2015 Q2	$46K	Hold	1,201	–	–	0.02%	192
2015 Q1	$49K	Hold	1,201	–	–	0.03%	180
2014 Q4	$50K	Buy	1,201 +1	+0.1%	+$42	0.03%	170
2014 Q3	$50K	Sell	1,200 -1	-0.1%	-$43	0.03%	176
2014 Q2	$53K	Hold	1,201	–	–	0.03%	177
2014 Q1	$53K	Hold	1,201	–	–	0.03%	174
2013 Q4	$58K	Buy	+1,201	New	+$57.4K	0.04%	138

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

Capital Advisors Ltd's L Position: Q2 2026 in Review

Capital Advisors Ltd increased its Loews (L) stake by 8.3% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,404 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #330.

Capital Advisors Ltd first reported a position in L in Q4 2013 and has held it in 51 quarters since. The position peaked at $168K in Q1 2019. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

Capital Advisors Ltd held 1,404 shares of Loews worth $159K as of Q2 2026.
Capital Advisors Ltd bought 108 Loews shares in Q2 2026, an estimated $11.7K.
Loews made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #330 holding.
Capital Advisors Ltd first reported a position in Loews in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's Loews position peaked at $168K in Q1 2019.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.