Forum Financial Management’s Loews L Stock Holding History

Forum Financial 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	–	Sell	-6,366	Closed	-$670K	–	688
2025 Q4	$670K	Hold	6,366	–	–	0.01%	363
2025 Q3	$639K	Buy	6,366 +803	+14%	+$75.9K	0.01%	365
2025 Q2	$510K	Sell	5,563 -555	-9%	-$48.7K	0.01%	400
2025 Q1	$562K	Buy	6,118 +2	+0%	+$171	0.01%	330
2024 Q4	$518K	Hold	6,116	–	–	0.01%	370
2024 Q3	$483K	Buy	6,116 +5	+0.1%	+$392	0.01%	341
2024 Q2	$457K	Buy	6,111 +8	+0.1%	+$606	0.01%	336
2024 Q1	$478K	Sell	6,103 -138	-2%	-$10.2K	0.01%	337
2023 Q4	$434K	Hold	6,241	–	–	0.01%	330
2023 Q3	$395K	Hold	6,241	–	–	0.01%	339
2023 Q2	$371K	Sell	6,241 -40	-0.6%	-$2.31K	0.01%	374
2023 Q1	$364K	Buy	6,281 +40	+0.6%	+$2.37K	0.01%	346
2022 Q4	$364K	Hold	6,241	–	–	0.01%	339
2022 Q3	$311K	Hold	6,241	–	–	0.02%	331
2022 Q2	$370K	Hold	6,241	–	–	0.02%	298
2022 Q1	$404K	Hold	6,241	–	–	0.02%	294
2021 Q4	$360K	Buy	+6,241	New	+$354K	0.02%	335

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Forum Financial Management's L Position: Q1 2026 in Review

Forum Financial Management sold out of Loews (L) in Q1 2026, closing a stake of 6,366 shares — an estimated $670K sold.

Forum Financial Management first reported a position in L in Q4 2021 and held it in 17 quarters. The position peaked at $670K in Q4 2025. 774 funds tracked by Wall St. Rank hold L as of Q1 2026.

Forum Financial Management reported no remaining Loews position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 6,366 Loews shares in Q1 2026, an estimated $670K.
Forum Financial Management first reported a position in Loews in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Loews position peaked at $670K in Q4 2025.
774 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.