SHP Wealth Management’s Loews L Stock Holding History

SHP Wealth 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	$38.5K	Buy	361 +26	+8%	+$2.78K	﹤0.01%	557
2025 Q4	$35.3K	Buy	+335	New	+$34.6K	﹤0.01%	556

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SHP Wealth Management's L Position: Q1 2026 in Review

SHP Wealth Management increased its Loews (L) stake by 7.8% in Q1 2026, buying an estimated $2.78K and bringing the position to 361 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

SHP Wealth Management first reported a position in L in Q4 2025 and has held it in 2 quarters since. 771 funds tracked by Wall St. Rank hold L as of Q1 2026.

SHP Wealth Management held 361 shares of Loews worth $38.5K as of Q1 2026.
SHP Wealth Management bought 26 Loews shares in Q1 2026, an estimated $2.78K.
Loews made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #557 holding.
SHP Wealth Management first reported a position in Loews in Q4 2025 and has held it in 2 quarters since.
771 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.