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 Q2	$40.4K	Sell	357 -4	-1%	-$433	﹤0.01%	600
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SHP Wealth Management's L Position: Q2 2026 in Review

SHP Wealth Management reduced its Loews (L) stake by 1.1% in Q2 2026, selling an estimated $433 and leaving 357 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

SHP Wealth Management first reported a position in L in Q4 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

SHP Wealth Management held 357 shares of Loews worth $40.4K as of Q2 2026.
SHP Wealth Management sold 4 Loews shares in Q2 2026, an estimated $433.
Loews made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #600 holding.
SHP Wealth Management first reported a position in Loews in Q4 2025 and has held it in 3 quarters since.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.