Consolidated Planning Corp’s Loews L Stock Holding History

Consolidated Planning Corp’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 Q1	–	Sell	-70,846	Closed	-$7.46M	–	176
2025 Q4	$7.46M	Buy	70,846 +5,424	+8%	+$560K	0.75%	37
2025 Q3	$6.57M	Buy	+65,422	New	+$6.18M	0.69%	40

Other funds holding L

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Consolidated Planning Corp's L Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Loews (L) in Q1 2026, closing a stake of 70,846 shares — an estimated $7.46M sold.

Consolidated Planning Corp first reported a position in L in Q3 2025 and held it in 2 quarters. The position peaked at $7.46M in Q4 2025. 770 funds tracked by Wall St. Rank hold L as of Q1 2026.

Consolidated Planning Corp reported no remaining Loews position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 70,846 Loews shares in Q1 2026, an estimated $7.46M.
Consolidated Planning Corp first reported a position in Loews in Q3 2025 and held it in 2 quarters.
Consolidated Planning Corp's Loews position peaked at $7.46M in Q4 2025.
770 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.