Mount Yale Investment Advisors’s Loews L Stock Holding History

Mount Yale Investment 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
2026 Q2	$2.14M	Buy	18,885 +66	+0.4%	+$7.15K	0.04%	395
2026 Q1	$2.01M	Buy	18,819 +1,137	+6%	+$122K	0.05%	370
2025 Q4	$1.86M	Buy	+17,682	New	+$1.83M	0.09%	202
2025 Q3	–	Sell	-293	Closed	-$26.9K	–	1178
2025 Q2	$26.9K	Buy	+293	New	+$25.7K	﹤0.01%	981
2018 Q4	–	Sell	-454	Closed	-$23K	–	552
2018 Q3	$23K	Sell	454 -75	-14%	-$3.76K	﹤0.01%	752
2018 Q2	$26K	Hold	529	–	–	﹤0.01%	746
2018 Q1	$26K	Buy	+529	New	+$26.7K	0.01%	727

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 $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Mount Yale Investment Advisors's L Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Loews (L) stake by 0.35% in Q2 2026, buying an estimated $7.15K and bringing the position to 18,885 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #395.

Mount Yale Investment Advisors first reported a position in L in Q1 2018 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Mount Yale Investment Advisors held 18,885 shares of Loews worth $2.14M as of Q2 2026.
Mount Yale Investment Advisors bought 66 Loews shares in Q2 2026, an estimated $7.15K.
Loews made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #395 holding.
Mount Yale Investment Advisors first reported a position in Loews in Q1 2018 and has held it in 7 quarters since.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.