PWMG
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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
Q2 		$16.1K Hold
142
– – ﹤0.01% 442
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 $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

Private Wealth Management Group's L Position: Q2 2026 in Review

Private Wealth Management Group held its Loews (L) position steady in Q2 2026 at 142 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Private Wealth Management Group first reported a position in L in Q4 2023 and has held it in 11 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Private Wealth Management Group held 142 shares of Loews worth $16.1K as of Q2 2026.
  • Private Wealth Management Group left its Loews share count unchanged in Q2 2026.
  • Loews made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #442 holding.
  • Private Wealth Management Group first reported a position in Loews in Q4 2023 and has held it in 11 quarters since.
  • 785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.