Chicago Partners Investment Group’s Loews L Stock Holding History

Chicago Partners Investment Group’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	$543K	Buy	4,698 +1,244	+36%	+$135K	0.01%	948
2026 Q1	$382K	Buy	3,454 +604	+21%	+$64.7K	0.01%	1017
2025 Q4	$290K	Buy	2,850 +218	+8%	+$22.5K	0.01%	1059
2025 Q3	$259K	Buy	+2,632	New	+$249K	0.01%	1028
2017 Q4	–	Sell	-90	Closed	-$4K	–	910
2017 Q3	$4K	Buy	+90	New	+$4.28K	﹤0.01%	887
2017 Q1	–	Sell	-89	Closed	-$4K	–	572
2016 Q4	$4K	Hold	89	–	–	﹤0.01%	476
2016 Q3	$4K	Hold	89	–	–	﹤0.01%	462
2016 Q2	$4K	Hold	89	–	–	﹤0.01%	412
2016 Q1	$3K	Hold	89	–	–	﹤0.01%	405
2015 Q4	$3K	Hold	89	–	–	﹤0.01%	466
2015 Q3	$3K	Hold	89	–	–	﹤0.01%	405
2015 Q2	$3K	Buy	89 +3	+3%	+$122	﹤0.01%	421
2015 Q1	$4K	Sell	86 -103	-54%	-$4.17K	﹤0.01%	444
2014 Q4	$8K	Buy	+189	New	+$7.92K	﹤0.01%	391

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

Chicago Partners Investment Group's L Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Loews (L) stake by 36% in Q2 2026, buying an estimated $135K and bringing the position to 4,698 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #948.

Chicago Partners Investment Group first reported a position in L in Q4 2014 and has held it in 14 quarters since. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.

Chicago Partners Investment Group held 4,698 shares of Loews worth $543K as of Q2 2026.
Chicago Partners Investment Group bought 1,244 Loews shares in Q2 2026, an estimated $135K.
Loews made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #948 holding.
Chicago Partners Investment Group first reported a position in Loews in Q4 2014 and has held it in 14 quarters since.
782 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.