Smith Partners Wealth Management’s Loews L Stock Holding History

Smith Partners 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	$849K	Hold	7,500	–	–	0.68%	28
2026 Q1	$801K	Hold	7,500	–	–	0.72%	28
2025 Q4	$790K	Buy	+7,500	New	+$774K	0.73%	27

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

Smith Partners Wealth Management's L Position: Q2 2026 in Review

Smith Partners Wealth Management held its Loews (L) position steady in Q2 2026 at 7,500 shares worth $849K. The position accounts for 0.68% of the portfolio, ranked #28.

Smith Partners Wealth Management first reported a position in L in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.

Smith Partners Wealth Management held 7,500 shares of Loews worth $849K as of Q2 2026.
Smith Partners Wealth Management left its Loews share count unchanged in Q2 2026.
Loews made up 0.68% of Smith Partners Wealth Management's portfolio in Q2 2026, its #28 holding.
Smith Partners Wealth Management first reported a position in Loews in Q4 2025 and has held it in 3 quarters since.
782 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.