J.W. Cole Advisors’s Loews L Stock Holding History

J.W. Cole Advisors’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	$363K	Buy	+3,208	New	+$348K	0.01%	1174
2026 Q1	–	Sell	-3,416	Closed	-$330K	–	1170
2025 Q4	$330K	Buy	3,416 +34	+1%	+$3.51K	0.01%	1065
2025 Q3	$340K	Buy	3,382 +96	+3%	+$9.07K	0.01%	1154
2025 Q2	$301K	Sell	3,286 -17	-0.5%	-$1.49K	0.01%	1146
2025 Q1	$304K	Sell	3,303 -98	-3%	-$8.38K	0.01%	955
2024 Q4	$288K	Buy	3,401 +3	+0.1%	+$247	0.01%	796
2024 Q3	$269K	Hold	3,398	–	–	0.01%	813
2024 Q2	$254K	Buy	3,398 +1	+0%	+$76	0.01%	763
2024 Q1	$266K	Hold	3,397	–	–	0.01%	735
2023 Q4	$236K	Hold	3,397	–	–	0.01%	714
2023 Q3	$215K	Buy	3,397 +1	+0%	+$62	0.02%	664
2023 Q2	$202K	Buy	+3,396	New	+$197K	0.01%	706
2022 Q3	–	Sell	-3,394	Closed	-$201K	–	747
2022 Q2	$201K	Hold	3,394	–	–	0.02%	680
2022 Q1	$220K	Buy	+3,394	New	+$208K	0.01%	722
2021 Q1	–	Sell	-5,378	Closed	-$242K	–	687
2020 Q4	$242K	Buy	+5,378	New	+$216K	0.03%	542
2020 Q1	–	Sell	-4,084	Closed	-$214K	–	327
2019 Q4	$214K	Buy	+4,084	New	+$206K	0.03%	511

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

J.W. Cole Advisors's L Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Loews (L) in Q2 2026: 3,208 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #1174 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in L as recently as Q4 2025.

J.W. Cole Advisors first reported a position in L in Q4 2019 and has held it in 16 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

J.W. Cole Advisors held 3,208 shares of Loews worth $363K as of Q2 2026.
Loews was a new J.W. Cole Advisors position in Q2 2026.
Loews made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1174 holding.
J.W. Cole Advisors first reported a position in Loews in Q4 2019 and has held it in 16 quarters since.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.