PDS Planning’s Loews L Stock Holding History

PDS Planning’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 Q1	$210K	Sell	1,969 -5	-0.3%	-$535	0.01%	510
2025 Q4	$208K	Sell	1,974 -38	-2%	-$3.92K	0.01%	509
2025 Q3	$202K	Buy	+2,012	New	+$190K	0.01%	504

Other funds holding L

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PDS Planning's L Position: Q1 2026 in Review

PDS Planning reduced its Loews (L) stake by 0.25% in Q1 2026, selling an estimated $535 and leaving 1,969 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #510.

PDS Planning first reported a position in L in Q3 2025 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

PDS Planning held 1,969 shares of Loews worth $210K as of Q1 2026.
PDS Planning sold 5 Loews shares in Q1 2026, an estimated $535.
Loews made up 0.01% of PDS Planning's portfolio in Q1 2026, its #510 holding.
PDS Planning first reported a position in Loews in Q3 2025 and has held it in 3 quarters since.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.