Salem Investment Counselors’s Loews L Stock Holding History

Salem Investment Counselors’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	$8.54K	Buy	+80	New	+$8.56K	﹤0.01%	905
2025 Q4	–	Sell	-80	Closed	-$8.03K	–	814
2025 Q3	$8.03K	Hold	80	–	–	﹤0.01%	922
2025 Q2	$7.33K	Hold	80	–	–	﹤0.01%	893
2025 Q1	$7.35K	Hold	80	–	–	﹤0.01%	875
2024 Q4	$6.78K	Hold	80	–	–	﹤0.01%	880
2024 Q3	$6.32K	Hold	80	–	–	﹤0.01%	903
2024 Q2	$5.98K	Hold	80	–	–	﹤0.01%	900
2024 Q1	$6.26K	Hold	80	–	–	﹤0.01%	898
2023 Q4	$5.57K	Hold	80	–	–	﹤0.01%	893
2023 Q3	$5.07K	Hold	80	–	–	﹤0.01%	894
2023 Q2	$4.75K	Hold	80	–	–	﹤0.01%	922
2023 Q1	$4.64K	Hold	80	–	–	﹤0.01%	919
2022 Q4	$4.67K	Hold	80	–	–	﹤0.01%	885
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	887
2022 Q2	$5K	Hold	80	–	–	﹤0.01%	885
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	846
2021 Q4	$5K	Buy	+80	New	+$4.54K	﹤0.01%	927

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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