Lifeworks Advisors’s Loews L Stock Holding History

Lifeworks 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	$7.36M	Buy	65,026 +20,160	+45%	+$2.18M	0.77%	44
2026 Q1	$4.79M	Buy	+44,866	New	+$4.8M	0.61%	56

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

Lifeworks Advisors's L Position: Q2 2026 in Review

Lifeworks Advisors increased its Loews (L) stake by 45% in Q2 2026, buying an estimated $2.18M and bringing the position to 65,026 shares worth $7.36M. The position accounts for 0.77% of the portfolio, ranked #44.

Lifeworks Advisors first reported a position in L in Q1 2026 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

Lifeworks Advisors held 65,026 shares of Loews worth $7.36M as of Q2 2026.
Lifeworks Advisors bought 20,160 Loews shares in Q2 2026, an estimated $2.18M.
Loews made up 0.77% of Lifeworks Advisors's portfolio in Q2 2026, its #44 holding.
Lifeworks Advisors first reported a position in Loews in Q1 2026 and has held it in 2 quarters since.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.