IEQ Capital’s Loews L Stock Holding History

IEQ Capital’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	-13,927	Closed	-$1.47M	–	1996
2025 Q4	$1.47M	Sell	13,927 -19,939	-59%	-$2.06M	﹤0.01%	895
2025 Q3	$3.4M	Buy	33,866 +22,032	+186%	+$2.08M	0.01%	596
2025 Q2	$1.08M	Buy	+11,834	New	+$1.04M	0.01%	831
2025 Q1	–	Sell	-6,178	Closed	-$523K	–	1679
2024 Q4	$523K	Sell	6,178 -1,767	-22%	-$146K	0.01%	832
2024 Q3	$628K	Buy	7,945 +2,077	+35%	+$163K	0.01%	679
2024 Q2	$439K	Buy	5,868 +886	+18%	+$67.1K	0.01%	699
2024 Q1	$390K	Buy	4,982 +983	+25%	+$72.7K	0.01%	706
2023 Q4	$278K	Buy	3,999 +490	+14%	+$32.6K	﹤0.01%	746
2023 Q3	$222K	Buy	+3,509	New	+$219K	﹤0.01%	814

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

IEQ Capital's L Position: Q1 2026 in Review

IEQ Capital sold out of Loews (L) in Q1 2026, closing a stake of 13,927 shares — an estimated $1.47M sold.

IEQ Capital first reported a position in L in Q3 2023 and held it in 9 quarters. The position peaked at $3.4M in Q3 2025. 774 funds tracked by Wall St. Rank hold L as of Q1 2026.

IEQ Capital reported no remaining Loews position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 13,927 Loews shares in Q1 2026, an estimated $1.47M.
IEQ Capital first reported a position in Loews in Q3 2023 and held it in 9 quarters.
IEQ Capital's Loews position peaked at $3.4M in Q3 2025.
774 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.