PWPS
L icon

Pinnacle Wealth Planning Services’s Loews L Stock Holding History

Pinnacle Wealth Planning Services’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 		$29.5K Buy
261
+8
+3% +$867 ﹤0.01% 1597
2026
Q1 		$27K Buy
253
+4
+2% +$428 ﹤0.01% 1536
2025
Q4 		$26.2K Buy
+249
New +$25.7K ﹤0.01% 1583
2021
Q1 		– Sell
-127
Closed -$6K – 1211
2020
Q4 		$6K Buy
+127
New +$5.1K ﹤0.01% 1591

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's L Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Loews (L) stake by 3.2% in Q2 2026, buying an estimated $867 and bringing the position to 261 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Pinnacle Wealth Planning Services first reported a position in L in Q4 2020 and has held it in 4 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Pinnacle Wealth Planning Services held 261 shares of Loews worth $29.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8 Loews shares in Q2 2026, an estimated $867.
  • Loews made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1597 holding.
  • Pinnacle Wealth Planning Services first reported a position in Loews in Q4 2020 and has held it in 4 quarters since.
  • 785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.