JWCA
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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
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
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

J.W. Cole Advisors's L Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Loews (L) in Q1 2026, closing a stake of 3,416 shares — an estimated $330K sold.

J.W. Cole Advisors first reported a position in L in Q4 2019 and held it in 15 quarters. The position peaked at $340K in Q3 2025. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Loews position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 3,416 Loews shares in Q1 2026, an estimated $330K.
  • J.W. Cole Advisors first reported a position in Loews in Q4 2019 and held it in 15 quarters.
  • J.W. Cole Advisors's Loews position peaked at $340K in Q3 2025.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.