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Mowery & Schoenfeld Wealth Management’s Loews L Stock Holding History

Mowery & Schoenfeld 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 		$3.06K Hold
27
– – ﹤0.01% 314
2026
Q1 		$2.88K Hold
27
– – ﹤0.01% 305
2025
Q4 		$2.84K Hold
27
– – ﹤0.01% 378
2025
Q3 		$2.71K Hold
27
– – ﹤0.01% 321
2025
Q2 		$2.48K Hold
27
– – ﹤0.01% 323
2025
Q1 		$2.48K Sell
27
-4
-13% -$342 ﹤0.01% 380
2024
Q4 		$2.63K Buy
+31
New +$2.56K 0.01% 372

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's L Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Loews (L) position steady in Q2 2026 at 27 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Mowery & Schoenfeld Wealth Management first reported a position in L in Q4 2024 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 27 shares of Loews worth $3.06K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Loews share count unchanged in Q2 2026.
  • Loews made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Loews in Q4 2024 and has held it in 7 quarters since.
  • 786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.