McElhenny Sheffield Capital Management’s Loews L Stock Holding History

McElhenny Sheffield Capital 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 Q2	$336K	Buy	+2,965	New	+$321K	0.08%	66
2026 Q1	–	Sell	-4,305	Closed	-$453K	–	105
2025 Q4	$453K	Buy	+4,305	New	+$445K	0.11%	49
2023 Q1	–	Sell	-13,461	Closed	-$785K	–	374
2022 Q4	$785K	Sell	13,461 -2,776	-17%	-$155K	0.36%	38
2022 Q3	$809K	Buy	16,237 +1,301	+9%	+$73K	0.62%	32
2022 Q2	$885K	Buy	+14,936	New	+$940K	0.41%	30

Other funds holding L

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

McElhenny Sheffield Capital Management's L Position: Q2 2026 in Review

McElhenny Sheffield Capital Management opened a new position in Loews (L) in Q2 2026: 2,965 shares worth $336K. The stake represents 0.08% of the portfolio and ranks #66 among its holdings. This is a return to the name: McElhenny Sheffield Capital Management previously reported a position in L as recently as Q4 2025.

McElhenny Sheffield Capital Management first reported a position in L in Q2 2022 and has held it in 5 quarters since. The position peaked at $885K in Q2 2022. 178 funds tracked by Wall St. Rank hold L as of Q2 2026.

McElhenny Sheffield Capital Management held 2,965 shares of Loews worth $336K as of Q2 2026.
Loews was a new McElhenny Sheffield Capital Management position in Q2 2026.
Loews made up 0.08% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #66 holding.
McElhenny Sheffield Capital Management first reported a position in Loews in Q2 2022 and has held it in 5 quarters since.
McElhenny Sheffield Capital Management's Loews position peaked at $885K in Q2 2022.
178 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.