Empirical Wealth Management
L icon

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
Q3 		$1.09M Buy
10,441
+6,211
+147% +$696K 0.01% 458
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Empirical Wealth Management's L Position: Q3 2026 in Review

Empirical Wealth Management increased its Loews (L) stake by 147% in Q3 2026, buying an estimated $696K and bringing the position to 10,441 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #458.

Empirical Wealth Management first reported a position in L in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2024. 661 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • Empirical Wealth Management held 10,441 shares of Loews worth $1.09M as of Q3 2026.
  • Empirical Wealth Management bought 6,211 Loews shares in Q3 2026, an estimated $696K.
  • Loews made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #458 holding.
  • Empirical Wealth Management first reported a position in Loews in Q1 2024 and has held it in 8 quarters since.
  • Empirical Wealth Management's Loews position peaked at $1.62M in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.