Center for Financial Planning’s Loews L Stock Holding History

Center for Financial Planning’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	$45.3K	Hold	400	–	–	﹤0.01%	332
2026 Q1	$42.7K	Hold	400	–	–	﹤0.01%	325
2025 Q4	$42.1K	Hold	400	–	–	﹤0.01%	317
2025 Q3	$40.2K	Hold	400	–	–	﹤0.01%	332
2025 Q2	$36.7K	Hold	400	–	–	﹤0.01%	325
2025 Q1	$36.8K	Hold	400	–	–	﹤0.01%	316
2024 Q4	$33.9K	Hold	400	–	–	﹤0.01%	304
2024 Q3	$31.6K	Hold	400	–	–	﹤0.01%	298
2024 Q2	$29.9K	Hold	400	–	–	﹤0.01%	288
2024 Q1	$31.3K	Hold	400	–	–	﹤0.01%	288
2023 Q4	$27.8K	Hold	400	–	–	0.01%	282
2023 Q3	$25.3K	Hold	400	–	–	0.01%	288
2023 Q2	$23.8K	Hold	400	–	–	0.01%	306
2023 Q1	$23.2K	Hold	400	–	–	0.01%	284
2022 Q4	$23.3K	Buy	+400	New	+$22.3K	0.01%	286

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

Center for Financial Planning's L Position: Q2 2026 in Review

Center for Financial Planning held its Loews (L) position steady in Q2 2026 at 400 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Center for Financial Planning first reported a position in L in Q4 2022 and has held it in 15 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Center for Financial Planning held 400 shares of Loews worth $45.3K as of Q2 2026.
Center for Financial Planning left its Loews share count unchanged in Q2 2026.
Loews made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #332 holding.
Center for Financial Planning first reported a position in Loews in Q4 2022 and has held it in 15 quarters since.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.