Empirical Wealth Management’s Loews L Stock Holding History

Empirical 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	$479K	Buy	4,230 +1,851	+78%	+$201K	0.01%	697
2026 Q1	$254K	Sell	2,379 -330	-12%	-$35.3K	﹤0.01%	857
2025 Q4	$285K	Buy	+2,709	New	+$280K	0.01%	707
2025 Q1	–	Sell	-19,101	Closed	-$1.62M	–	685
2024 Q4	$1.62M	Buy	19,101 +1,252	+7%	+$103K	0.04%	221
2024 Q3	$1.41M	Buy	17,849 +2,307	+15%	+$181K	0.04%	226
2024 Q2	$1.16M	Sell	15,542 -25	-0.2%	-$1.89K	0.03%	244
2024 Q1	$1.22M	Buy	+15,567	New	+$1.15M	0.04%	238

Other funds holding L

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

OKSA

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

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Empirical Wealth Management's L Position: Q2 2026 in Review

Empirical Wealth Management increased its Loews (L) stake by 78% in Q2 2026, buying an estimated $201K and bringing the position to 4,230 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #697.

Empirical Wealth Management first reported a position in L in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2024. 256 funds tracked by Wall St. Rank hold L as of Q2 2026.

Empirical Wealth Management held 4,230 shares of Loews worth $479K as of Q2 2026.
Empirical Wealth Management bought 1,851 Loews shares in Q2 2026, an estimated $201K.
Loews made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #697 holding.
Empirical Wealth Management first reported a position in Loews in Q1 2024 and has held it in 7 quarters since.
Empirical Wealth Management's Loews position peaked at $1.62M in Q4 2024.
256 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.