IWC
L icon

Integrated Wealth Concepts’s Loews L Stock Holding History

Integrated Wealth Concepts’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 		$488K Buy
4,310
+312
+8% +$33.8K ﹤0.01% 1663
2026
Q1 		$427K Buy
3,998
+1,150
+40% +$123K ﹤0.01% 1640
2025
Q4 		$300K Buy
+2,848
New +$294K ﹤0.01% 1320
2025
Q2 		– Sell
-3,575
Closed -$329K – 1957
2025
Q1 		$329K Buy
3,575
+658
+23% +$56.3K ﹤0.01% 1359
2024
Q4 		$247K Sell
2,917
-197
-6% -$16.2K ﹤0.01% 1489
2024
Q3 		$246K Buy
3,114
+411
+15% +$32.2K ﹤0.01% 1459
2024
Q2 		$202K Buy
+2,703
New +$205K ﹤0.01% 1524

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's L Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Loews (L) stake by 7.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 4,310 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Integrated Wealth Concepts first reported a position in L in Q2 2024 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Integrated Wealth Concepts held 4,310 shares of Loews worth $488K as of Q2 2026.
  • Integrated Wealth Concepts bought 312 Loews shares in Q2 2026, an estimated $33.8K.
  • Loews made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1663 holding.
  • Integrated Wealth Concepts first reported a position in Loews in Q2 2024 and has held it in 7 quarters since.
  • 786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.