Lodestone Wealth Management’s Loews L Stock Holding History

Lodestone Wealth Management’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	-8	Closed	-$842	–	802
2025 Q4	$842	Buy	+8	New	+$826	﹤0.01%	736

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Lodestone Wealth Management's L Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Loews (L) in Q1 2026, closing a stake of 8 shares — an estimated $842 sold.

Lodestone Wealth Management first reported a position in L in Q4 2025 and held it in 1 quarter. The position peaked at $842 in Q4 2025. 772 funds tracked by Wall St. Rank hold L as of Q1 2026.

Lodestone Wealth Management reported no remaining Loews position as of Q1 2026 after selling out during the quarter.
Lodestone Wealth Management sold 8 Loews shares in Q1 2026, an estimated $842.
Lodestone Wealth Management first reported a position in Loews in Q4 2025 and held it in 1 quarter.
Lodestone Wealth Management's Loews position peaked at $842 in Q4 2025.
772 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.