PWM
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Perigon Wealth Management’s Loews L Stock Holding History

Perigon 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
Q1 		$292K Buy
2,739
+113
+4% +$12.1K 0.01% 1032
2025
Q4 		$277K Buy
2,626
+35
+1% +$3.61K ﹤0.01% 1052
2025
Q3 		$260K Sell
2,591
-92
-3% -$8.7K 0.01% 1034
2025
Q2 		$246K Sell
2,683
-521
-16% -$45.7K 0.01% 919
2025
Q1 		$295K Sell
3,204
-102
-3% -$8.73K 0.01% 816
2024
Q4 		$285K Buy
3,306
+183
+6% +$15.1K 0.01% 842
2024
Q3 		$247K Buy
3,123
+439
+16% +$34.4K 0.01% 857
2024
Q2 		$201K Buy
2,684
+51
+2% +$3.86K 0.01% 815
2024
Q1 		$206K Buy
+2,633
New +$195K 0.01% 802
2021
Q1 		– Sell
-608
Closed -$27K – 795
2020
Q4 		$27K Buy
+608
New +$24.4K ﹤0.01% 937

Other funds holding L

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Perigon Wealth Management's L Position: Q1 2026 in Review

Perigon Wealth Management increased its Loews (L) stake by 4.3% in Q1 2026, buying an estimated $12.1K and bringing the position to 2,739 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #1032.

Perigon Wealth Management first reported a position in L in Q4 2020 and has held it in 10 quarters since. The position peaked at $295K in Q1 2025. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Perigon Wealth Management held 2,739 shares of Loews worth $292K as of Q1 2026.
  • Perigon Wealth Management bought 113 Loews shares in Q1 2026, an estimated $12.1K.
  • Loews made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1032 holding.
  • Perigon Wealth Management first reported a position in Loews in Q4 2020 and has held it in 10 quarters since.
  • Perigon Wealth Management's Loews position peaked at $295K in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.