MPS Loria Financial Planners’s Loews L Stock Holding History

MPS Loria Financial Planners’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	$455K	Buy	+4,019	New	+$436K	0.1%	54
2021 Q2	–	Sell	-28	Closed	-$1K	–	363
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	514
2020 Q4	$1K	Buy	+28	New	+$1.13K	﹤0.01%	553

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 $3.37T AUM 44.26% 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

MPS Loria Financial Planners's L Position: Q2 2026 in Review

MPS Loria Financial Planners opened a new position in Loews (L) in Q2 2026: 4,019 shares worth $455K. The stake represents 0.1% of the portfolio and ranks #54 among its holdings. This is a return to the name: MPS Loria Financial Planners previously reported a position in L as recently as Q1 2021.

MPS Loria Financial Planners first reported a position in L in Q4 2020 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

MPS Loria Financial Planners held 4,019 shares of Loews worth $455K as of Q2 2026.
Loews was a new MPS Loria Financial Planners position in Q2 2026.
Loews made up 0.1% of MPS Loria Financial Planners's portfolio in Q2 2026, its #54 holding.
MPS Loria Financial Planners first reported a position in Loews in Q4 2020 and has held it in 3 quarters since.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.