IMA Advisory Services’s Loews L Stock Holding History

IMA Advisory Services’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	$16.4K	Hold	145	–	–	﹤0.01%	659
2026 Q1	$15.5K	Hold	145	–	–	﹤0.01%	307
2025 Q4	$15.3K	Hold	145	–	–	﹤0.01%	316
2025 Q3	$14.6K	Hold	145	–	–	﹤0.01%	309
2025 Q2	$13.3K	Sell	145 -67	-32%	-$5.88K	﹤0.01%	301
2025 Q1	$19.5K	Buy	+212	New	+$18.1K	﹤0.01%	283
2024 Q4	–	Sell	-212	Closed	-$16.8K	–	229
2024 Q3	$16.8K	Buy	+212	New	+$16.6K	﹤0.01%	229
2023 Q4	–	Sell	-212	Closed	-$13.4K	–	177
2023 Q3	$13.4K	Hold	212	–	–	﹤0.01%	235
2023 Q2	$12.6K	Sell	212 -163	-43%	-$9.43K	﹤0.01%	241
2023 Q1	$21.8K	Hold	375	–	–	0.01%	208
2022 Q4	$21.9K	Hold	375	–	–	0.01%	221
2022 Q3	$19K	Hold	375	–	–	0.01%	222
2022 Q2	$22K	Hold	375	–	–	0.01%	222
2022 Q1	$24K	Hold	375	–	–	0.01%	194
2021 Q4	$22K	Hold	375	–	–	﹤0.01%	210
2021 Q3	$20K	Hold	375	–	–	﹤0.01%	201
2021 Q2	$20K	Hold	375	–	–	﹤0.01%	200
2021 Q1	$19K	Hold	375	–	–	﹤0.01%	206
2020 Q4	$17K	Buy	+375	New	+$15.1K	﹤0.01%	193

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

IMA Advisory Services's L Position: Q2 2026 in Review

IMA Advisory Services held its Loews (L) position steady in Q2 2026 at 145 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

IMA Advisory Services first reported a position in L in Q4 2020 and has held it in 19 quarters since. The position peaked at $24K in Q1 2022. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

IMA Advisory Services held 145 shares of Loews worth $16.4K as of Q2 2026.
IMA Advisory Services left its Loews share count unchanged in Q2 2026.
Loews made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #659 holding.
IMA Advisory Services first reported a position in Loews in Q4 2020 and has held it in 19 quarters since.
IMA Advisory Services's Loews position peaked at $24K in Q1 2022.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.