SWIM
L icon

Smallwood Wealth Investment Management’s Loews L Stock Holding History

Smallwood Wealth Investment 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 		$5.42K Hold
47
– – ﹤0.01% 364
2026
Q1 		$5.11K Hold
47
– – ﹤0.01% 366
2025
Q4 		$5.04K Hold
47
– – ﹤0.01% 354
2025
Q3 		$4.8K Hold
47
– – ﹤0.01% 356
2025
Q2 		$4.38K Hold
47
– – ﹤0.01% 358
2025
Q1 		$4.39K Buy
+47
New +$4.02K ﹤0.01% 349

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 $3.38T AUM 44.17% 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

Smallwood Wealth Investment Management's L Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Loews (L) position steady in Q2 2026 at 47 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Smallwood Wealth Investment Management first reported a position in L in Q1 2025 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Smallwood Wealth Investment Management held 47 shares of Loews worth $5.42K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Loews share count unchanged in Q2 2026.
  • Loews made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #364 holding.
  • Smallwood Wealth Investment Management first reported a position in Loews in Q1 2025 and has held it in 6 quarters since.
  • 786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.