Medallion Wealth Advisors’s Loews L Stock Holding History

Medallion 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 Q2	–	Sell	-200	Closed	-$18.4K	–	1117
2025 Q1	$18.4K	Hold	200	–	–	0.01%	587
2024 Q4	$16.9K	Buy	+200	New	+$16.5K	0.01%	585

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $935B 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Medallion Wealth Advisors's L Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Loews (L) in Q2 2025, closing a stake of 200 shares — an estimated $18.4K sold.

Medallion Wealth Advisors first reported a position in L in Q4 2024 and held it in 2 quarters. The position peaked at $18.4K in Q1 2025. 652 funds tracked by Wall St. Rank hold L as of Q2 2025.

Medallion Wealth Advisors reported no remaining Loews position as of Q2 2025 after selling out during the quarter.
Medallion Wealth Advisors sold 200 Loews shares in Q2 2025, an estimated $18.4K.
Medallion Wealth Advisors first reported a position in Loews in Q4 2024 and held it in 2 quarters.
Medallion Wealth Advisors's Loews position peaked at $18.4K in Q1 2025.
652 funds tracked by Wall St. Rank held Loews as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.