Rockefeller Capital Management
L icon

Rockefeller Capital Management’s Loews L Stock Holding History

Rockefeller Capital 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 		$447K Sell
4,188
-1,301
-24% -$139K ﹤0.01% 2033
2025
Q4 		$578K Buy
5,489
+3,418
+165% +$353K ﹤0.01% 1822
2025
Q3 		$208K Buy
+2,071
New +$196K ﹤0.01% 2216
2023
Q1 		– Sell
-705
Closed -$40K – 3031
2022
Q4 		$40K Buy
705
+202
+40% +$11.3K ﹤0.01% 2493
2022
Q3 		$25K Hold
503
– – ﹤0.01% 2673
2022
Q2 		$29K Sell
503
-379
-43% -$23.8K ﹤0.01% 2532
2022
Q1 		$57K Buy
882
+196
+29% +$12K ﹤0.01% 2240
2021
Q4 		$39K Buy
686
+470
+218% +$26.7K ﹤0.01% 2328
2021
Q3 		$11K Buy
216
+148
+218% +$8.04K ﹤0.01% 2854
2021
Q2 		$3K Sell
68
-442
-87% -$24.7K ﹤0.01% 3169
2021
Q1 		$26K Buy
510
+107
+27% +$5.21K ﹤0.01% 2167
2020
Q4 		$18K Sell
403
-377
-48% -$15.2K ﹤0.01% 2046
2020
Q3 		$27K Buy
780
+270
+53% +$9.69K ﹤0.01% 1691
2020
Q2 		$17K Sell
510
-943
-65% -$31.8K ﹤0.01% 1727
2020
Q1 		$51K Buy
1,453
+1,360
+1,462% +$64.1K ﹤0.01% 1226
2019
Q4 		$5K Buy
93
+33
+55% +$1.67K ﹤0.01% 1779
2019
Q3 		$3K Buy
+60
New +$3.1K ﹤0.01% 1729
2019
Q2 		– Sell
-364
Closed -$17K – 1819
2019
Q1 		$17K Buy
+364
New +$17.2K ﹤0.01% 1309

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

Rockefeller Capital Management's L Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Loews (L) stake by 24% in Q1 2026, selling an estimated $139K and leaving 4,188 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Rockefeller Capital Management first reported a position in L in Q1 2019 and has held it in 18 quarters since. The position peaked at $578K in Q4 2025. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Rockefeller Capital Management held 4,188 shares of Loews worth $447K as of Q1 2026.
  • Rockefeller Capital Management sold 1,301 Loews shares in Q1 2026, an estimated $139K.
  • Loews made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2033 holding.
  • Rockefeller Capital Management first reported a position in Loews in Q1 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Loews position peaked at $578K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.