Evelyn Partners Asset Management’s Loews L Stock Holding History

Evelyn Partners Asset 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 Q1	$53.7K	Hold	503	–	–	0.01%	167
2025 Q4	$53K	Hold	503	–	–	0.01%	150
2025 Q3	$50.5K	Hold	503	–	–	0.01%	150
2025 Q2	$46.1K	Hold	503	–	–	0.01%	136
2025 Q1	$46.2K	Hold	503	–	–	0.01%	139
2024 Q4	$42.6K	Buy	+503	New	+$41.5K	0.01%	141

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

Evelyn Partners Asset Management's L Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Loews (L) position steady in Q1 2026 at 503 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #167.

Evelyn Partners Asset Management first reported a position in L in Q4 2024 and has held it in 6 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

Evelyn Partners Asset Management held 503 shares of Loews worth $53.7K as of Q1 2026.
Evelyn Partners Asset Management left its Loews share count unchanged in Q1 2026.
Loews made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #167 holding.
Evelyn Partners Asset Management first reported a position in Loews in Q4 2024 and has held it in 6 quarters since.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.