IFWM
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Institute for Wealth Management’s Loews L Stock Holding History

Institute for 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 		$89.1K Buy
+787
New +$85.3K 0.01% 710
2022
Q3 		– Sell
-5,104
Closed -$302K – 487
2022
Q2 		$302K Hold
5,104
– – 0.06% 393
2022
Q1 		$331K Buy
+5,104
New +$313K 0.05% 399

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Institute for Wealth Management's L Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Loews (L) in Q2 2026: 787 shares worth $89.1K. The stake represents 0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in L as recently as Q2 2022.

Institute for Wealth Management first reported a position in L in Q1 2022 and has held it in 3 quarters since. The position peaked at $331K in Q1 2022. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Institute for Wealth Management held 787 shares of Loews worth $89.1K as of Q2 2026.
  • Loews was a new Institute for Wealth Management position in Q2 2026.
  • Loews made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #710 holding.
  • Institute for Wealth Management first reported a position in Loews in Q1 2022 and has held it in 3 quarters since.
  • Institute for Wealth Management's Loews position peaked at $331K in Q1 2022.
  • 786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.