JFS Wealth Advisors’s Loews L Stock Holding History

JFS Wealth 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	$26.2K	Buy	231 +8	+4%	+$867	﹤0.01%	699
2026 Q1	$23.8K	Sell	223 -3	-1%	-$321	﹤0.01%	695
2025 Q4	$23.8K	Buy	226 +57	+34%	+$5.89K	﹤0.01%	702
2025 Q3	$17K	Hold	169	–	–	﹤0.01%	730
2025 Q2	$15.5K	Buy	169 +5	+3%	+$439	﹤0.01%	718
2025 Q1	$15.1K	Hold	164	–	–	﹤0.01%	745
2024 Q4	$13.9K	Hold	164	–	–	﹤0.01%	756
2024 Q3	$13K	Buy	164 +5	+3%	+$392	﹤0.01%	767
2024 Q2	$11.9K	Sell	159 -2	-1%	-$152	﹤0.01%	743
2024 Q1	$12.6K	Sell	161 -13	-7%	-$961	﹤0.01%	744
2023 Q4	$12.1K	Buy	174 +19	+12%	+$1.26K	﹤0.01%	715
2023 Q3	$9.81K	Buy	155 +26	+20%	+$1.62K	﹤0.01%	740
2023 Q2	$7.66K	Buy	129 +3	+2%	+$174	﹤0.01%	822
2023 Q1	$7.31K	Buy	126 +5	+4%	+$296	﹤0.01%	841
2022 Q4	$7.06K	Buy	121 +38	+46%	+$2.12K	﹤0.01%	852
2022 Q3	$4K	Sell	83 -84	-50%	-$4.71K	﹤0.01%	1080
2022 Q2	$10K	Buy	167 +35	+27%	+$2.2K	﹤0.01%	764
2022 Q1	$9K	Buy	132 +80	+154%	+$4.9K	﹤0.01%	830
2021 Q4	$3K	Buy	+52	New	+$2.95K	﹤0.01%	956
2016 Q2	–	Sell	-67	Closed	-$3K	–	568
2016 Q1	$3K	Buy	+67	New	+$2.46K	﹤0.01%	487

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 40.91% 1-Year Est. Return

JFS Wealth Advisors's L Position: Q2 2026 in Review

JFS Wealth Advisors increased its Loews (L) stake by 3.6% in Q2 2026, buying an estimated $867 and bringing the position to 231 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

JFS Wealth Advisors first reported a position in L in Q1 2016 and has held it in 20 quarters since. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

JFS Wealth Advisors held 231 shares of Loews worth $26.2K as of Q2 2026.
JFS Wealth Advisors bought 8 Loews shares in Q2 2026, an estimated $867.
Loews made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #699 holding.
JFS Wealth Advisors first reported a position in Loews in Q1 2016 and has held it in 20 quarters since.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.