Lido Advisors’s Loews L Stock Holding History

Lido 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	$277K	Buy	2,594 +97	+4%	+$10.4K	﹤0.01%	1608
2025 Q4	$251K	Buy	2,497 +7	+0.3%	+$723	﹤0.01%	1663
2025 Q3	$250K	Buy	+2,490	New	+$235K	﹤0.01%	1583

Other funds holding L

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lido Advisors's L Position: Q1 2026 in Review

Lido Advisors increased its Loews (L) stake by 3.9% in Q1 2026, buying an estimated $10.4K and bringing the position to 2,594 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Lido Advisors first reported a position in L in Q3 2025 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

Lido Advisors held 2,594 shares of Loews worth $277K as of Q1 2026.
Lido Advisors bought 97 Loews shares in Q1 2026, an estimated $10.4K.
Loews made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1608 holding.
Lido Advisors first reported a position in Loews in Q3 2025 and has held it in 3 quarters since.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.