Portus Wealth Advisors’s Loews L Stock Holding History

Portus Wealth Advisors’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	–	Sell	-15	Closed	-$1.6K	–	309
2026 Q1	$1.6K	Buy	+15	New	+$1.61K	﹤0.01%	312

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 40.91% 1-Year Est. Return

Portus Wealth Advisors's L Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Loews (L) in Q2 2026, closing a stake of 15 shares — an estimated $1.6K sold.

Portus Wealth Advisors first reported a position in L in Q1 2026 and held it in 1 quarter. The position peaked at $1.6K in Q1 2026. 784 funds tracked by Wall St. Rank hold L as of Q2 2026.

Portus Wealth Advisors reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 15 Loews shares in Q2 2026, an estimated $1.6K.
Portus Wealth Advisors first reported a position in Loews in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Loews position peaked at $1.6K in Q1 2026.
784 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.