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 Q2	$1.49M	Buy	13,138 +1,965	+18%	+$213K	0.01%	572
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 $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

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

HB Wealth Management's L Position: Q2 2026 in Review

HB Wealth Management increased its Loews (L) stake by 18% in Q2 2026, buying an estimated $213K and bringing the position to 13,138 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #572.

HB Wealth Management first reported a position in L in Q4 2022 and has held it in 15 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

HB Wealth Management held 13,138 shares of Loews worth $1.49M as of Q2 2026.
HB Wealth Management bought 1,965 Loews shares in Q2 2026, an estimated $213K.
Loews made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #572 holding.
HB Wealth Management first reported a position in Loews in Q4 2022 and has held it in 15 quarters since.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.