GoalVest Advisory’s Loews L Stock Holding History

GoalVest Advisory’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	–	Sell	-16,225	Closed	-$1.73M	–	539
2026 Q1	$1.73M	Hold	16,225	–	–	0.34%	48
2025 Q4	$1.71M	Hold	16,225	–	–	0.33%	42
2025 Q3	$1.63M	Hold	16,225	–	–	0.35%	47
2025 Q2	$1.49M	Sell	16,225 -3	-0%	-$263	0.37%	48
2025 Q1	$1.49M	Buy	16,228 +603	+4%	+$51.6K	0.41%	49
2024 Q4	$1.32M	Buy	+15,625	New	+$1.29M	0.36%	50
2022 Q2	–	Sell	-2	Closed	–	–	438
2022 Q1	$0	Buy	+2	New	+$123	﹤0.01%	448

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

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

GoalVest Advisory's L Position: Q2 2026 in Review

GoalVest Advisory sold out of Loews (L) in Q2 2026, closing a stake of 16,225 shares — an estimated $1.73M sold.

GoalVest Advisory first reported a position in L in Q1 2022 and held it in 7 quarters. The position peaked at $1.73M in Q1 2026. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

GoalVest Advisory reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 16,225 Loews shares in Q2 2026, an estimated $1.73M.
GoalVest Advisory first reported a position in Loews in Q1 2022 and held it in 7 quarters.
GoalVest Advisory's Loews position peaked at $1.73M in Q1 2026.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.