HB Wealth Management’s Loews L Stock Holding History

HB 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 Q1	$1.19M	Buy	11,173 +564	+5%	+$60.4K	0.01%	601
2025 Q4	$1.12M	Buy	10,609 +119	+1%	+$12.3K	0.01%	591
2025 Q3	$1.05M	Buy	10,490 +2,997	+40%	+$283K	0.01%	591
2025 Q2	$687K	Sell	7,493 -1,935	-21%	-$170K	0.01%	643
2025 Q1	$867K	Buy	9,428 +586	+7%	+$50.1K	0.01%	581
2024 Q4	$749K	Buy	8,842 +503	+6%	+$41.5K	0.01%	486
2024 Q3	$659K	Buy	8,339 +240	+3%	+$18.8K	0.01%	498
2024 Q2	$605K	Buy	8,099 +692	+9%	+$52.4K	0.01%	484
2024 Q1	$580K	Buy	7,407 +9	+0.1%	+$665	0.01%	456
2023 Q4	$515K	Buy	7,398 +2,522	+52%	+$168K	0.01%	446
2023 Q3	$309K	Buy	4,876 +75	+2%	+$4.67K	0.01%	557
2023 Q2	$285K	Buy	4,801 +234	+5%	+$13.5K	﹤0.01%	559
2023 Q1	$265K	Buy	4,567 +852	+23%	+$50.5K	﹤0.01%	570
2022 Q4	$217K	Buy	+3,715	New	+$207K	﹤0.01%	627

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return