Cromwell Holdings’s Loews L Stock Holding History

Cromwell Holdings’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	$64.6K	Buy	571 +15	+3%	+$1.63K	0.03%	449
2026 Q1	$59.3K	Buy	556 +9	+2%	+$963	0.03%	447
2025 Q4	$57.6K	Hold	547	–	–	0.03%	440
2025 Q3	$54.9K	Hold	547	–	–	0.03%	460
2025 Q2	$50.1K	Buy	547 +10	+2%	+$878	0.03%	463
2025 Q1	$49.4K	Buy	537 +10	+2%	+$855	0.03%	456
2024 Q4	$44.6K	Hold	527	–	–	0.03%	486
2024 Q3	$41.7K	Hold	527	–	–	0.03%	493
2024 Q2	$39.4K	Buy	+527	New	+$39.9K	0.02%	482

Other funds holding L

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return