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 Q2	$226K	Buy	1,996 +27	+1%	+$2.93K	0.01%	528
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 $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

PDS Planning's L Position: Q2 2026 in Review

PDS Planning increased its Loews (L) stake by 1.4% in Q2 2026, buying an estimated $2.93K and bringing the position to 1,996 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #528.

PDS Planning first reported a position in L in Q3 2025 and has held it in 4 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

PDS Planning held 1,996 shares of Loews worth $226K as of Q2 2026.
PDS Planning bought 27 Loews shares in Q2 2026, an estimated $2.93K.
Loews made up 0.01% of PDS Planning's portfolio in Q2 2026, its #528 holding.
PDS Planning first reported a position in Loews in Q3 2025 and has held it in 4 quarters since.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.