PWMG
L icon

Private Wealth Management Group’s Loews L Stock Holding History

Private Wealth Management Group’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 		$15.2K Sell
142
-10
-7% -$1.07K ﹤0.01% 400
2025
Q4 		$16K Hold
152
– – ﹤0.01% 378
2025
Q3 		$15.3K Hold
152
– – ﹤0.01% 400
2025
Q2 		$13.9K Buy
152
+54
+55% +$4.74K ﹤0.01% 396
2025
Q1 		$9.01K Sell
98
-14
-13% -$1.2K ﹤0.01% 502
2024
Q4 		$9.49K Buy
112
+47
+72% +$3.87K ﹤0.01% 492
2024
Q3 		$5.14K Buy
65
+4
+7% +$314 ﹤0.01% 724
2024
Q2 		$4.56K Hold
61
– – ﹤0.01% 738
2024
Q1 		$4.78K Hold
61
– – ﹤0.01% 637
2023
Q4 		$4.25K Buy
+61
New +$4.05K ﹤0.01% 689

Other funds holding L

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return