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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Integrated Wealth Concepts's L Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Loews (L) stake by 40% in Q1 2026, buying an estimated $123K and bringing the position to 3,998 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Integrated Wealth Concepts first reported a position in L in Q2 2024 and has held it in 6 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Integrated Wealth Concepts held 3,998 shares of Loews worth $427K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,150 Loews shares in Q1 2026, an estimated $123K.
  • Loews made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1640 holding.
  • Integrated Wealth Concepts first reported a position in Loews in Q2 2024 and has held it in 6 quarters since.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.