Marshall & Sterling Wealth Advisors’s Loews L Stock Holding History

Marshall & Sterling 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
2025 Q4	–	Sell	-93	Closed	-$9.34K	–	503
2025 Q3	$9.34K	Buy	+93	New	+$8.79K	0.01%	360

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Marshall & Sterling Wealth Advisors's L Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Loews (L) in Q4 2025, closing a stake of 93 shares — an estimated $9.34K sold.

Marshall & Sterling Wealth Advisors first reported a position in L in Q3 2025 and held it in 1 quarter. The position peaked at $9.34K in Q3 2025. 752 funds tracked by Wall St. Rank hold L as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Loews position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 93 Loews shares in Q4 2025, an estimated $9.34K.
Marshall & Sterling Wealth Advisors first reported a position in Loews in Q3 2025 and held it in 1 quarter.
Marshall & Sterling Wealth Advisors's Loews position peaked at $9.34K in Q3 2025.
752 funds tracked by Wall St. Rank held Loews as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.