FullCircle Wealth’s Loews L Stock Holding History

FullCircle Wealth’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
2025 Q3	$1.87M	Sell	18,623 -385	-2%	-$36.4K	0.66%	37
2025 Q2	$1.76M	Buy	19,008 +1	+0%	+$88	0.66%	42
2025 Q1	$1.63M	Sell	19,007 -170	-0.9%	-$14.5K	0.67%	42
2024 Q4	$1.61M	Sell	19,177 -764	-4%	-$63K	0.66%	43
2024 Q3	$1.61M	Buy	19,941 +8	+0%	+$628	0.72%	39
2024 Q2	$1.55M	Buy	+19,933	New	+$1.51M	0.76%	36

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FullCircle Wealth's L Position: Q3 2025 in Review

FullCircle Wealth reduced its Loews (L) stake by 2% in Q3 2025, selling an estimated $36.4K and leaving 18,623 shares worth $1.87M. The position accounts for 0.66% of the portfolio, ranked #37.

FullCircle Wealth first reported a position in L in Q2 2024 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold L as of Q3 2025.

FullCircle Wealth held 18,623 shares of Loews worth $1.87M as of Q3 2025.
FullCircle Wealth sold 385 Loews shares in Q3 2025, an estimated $36.4K.
Loews made up 0.66% of FullCircle Wealth's portfolio in Q3 2025, its #37 holding.
FullCircle Wealth first reported a position in Loews in Q2 2024 and has held it in 6 quarters since.
696 funds tracked by Wall St. Rank held Loews as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.