MWM
L icon

Mission Wealth Management’s Loews L Stock Holding History

Mission 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
Q2 		$240K Buy
2,116
+16
+0.8% +$1.73K ﹤0.01% 961
2026
Q1 		$224K Buy
2,100
+82
+4% +$8.78K ﹤0.01% 679
2025
Q4 		$213K Buy
2,018
+1
+0% +$103 ﹤0.01% 685
2025
Q3 		$202K Buy
+2,017
New +$191K ﹤0.01% 677
2025
Q1 		– Sell
-2,542
Closed -$215K – 691
2024
Q4 		$215K Buy
2,542
+8
+0.3% +$659 0.01% 615
2024
Q3 		$200K Buy
+2,534
New +$199K ﹤0.01% 641

Other funds holding L

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Robeco Institutional Asset Management
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)
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

Mission Wealth Management's L Position: Q2 2026 in Review

Mission Wealth Management increased its Loews (L) stake by 0.76% in Q2 2026, buying an estimated $1.73K and bringing the position to 2,116 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Mission Wealth Management first reported a position in L in Q3 2024 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Mission Wealth Management held 2,116 shares of Loews worth $240K as of Q2 2026.
  • Mission Wealth Management bought 16 Loews shares in Q2 2026, an estimated $1.73K.
  • Loews made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #961 holding.
  • Mission Wealth Management first reported a position in Loews in Q3 2024 and has held it in 6 quarters since.
  • 160 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.