Cassaday & Co Wealth Management’s Loews L Stock Holding History

Cassaday & Co 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
2026 Q2	$66.2K	Buy	585 +100	+21%	+$10.8K	﹤0.01%	574
2026 Q1	$51.8K	Buy	+485	New	+$51.9K	﹤0.01%	601

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 40.89% 1-Year Est. Return

Cassaday & Co Wealth Management's L Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Loews (L) stake by 21% in Q2 2026, buying an estimated $10.8K and bringing the position to 585 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Cassaday & Co Wealth Management first reported a position in L in Q1 2026 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

Cassaday & Co Wealth Management held 585 shares of Loews worth $66.2K as of Q2 2026.
Cassaday & Co Wealth Management bought 100 Loews shares in Q2 2026, an estimated $10.8K.
Loews made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #574 holding.
Cassaday & Co Wealth Management first reported a position in Loews in Q1 2026 and has held it in 2 quarters since.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.