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Spire Wealth Management’s Loews L Stock Holding History

Spire 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 		$93.5K Sell
826
-44
-5% -$4.77K ﹤0.01% 996
2026
Q1 		$92.9K Hold
870
– – ﹤0.01% 983
2025
Q4 		$91.6K Sell
870
-124
-12% -$12.8K ﹤0.01% 1010
2025
Q3 		$99.8K Sell
994
-32
-3% -$3.02K ﹤0.01% 990
2025
Q2 		$94K Sell
1,026
-3,615
-78% -$317K ﹤0.01% 990
2025
Q1 		$427K Sell
4,641
-32
-0.7% -$2.74K 0.01% 614
2024
Q4 		$396K Sell
4,673
-301
-6% -$24.8K 0.01% 633
2024
Q3 		$393K Sell
4,974
-573
-10% -$44.9K 0.01% 575
2024
Q2 		$415K Sell
5,547
-388
-7% -$29.4K 0.01% 529
2024
Q1 		$465K Sell
5,935
-244
-4% -$18K 0.01% 538
2023
Q4 		$446K Sell
6,179
-183
-3% -$12.2K 0.01% 538
2023
Q3 		$403K Buy
6,362
+5
+0.1% +$312 0.02% 521
2023
Q2 		$377K Buy
6,357
+30
+0.5% +$1.74K 0.01% 558
2023
Q1 		$367K Buy
6,327
+3,716
+142% +$220K 0.01% 569
2022
Q4 		$152K Buy
2,611
+185
+8% +$10.3K 0.01% 616
2022
Q3 		$121K Sell
2,426
-5,759
-70% -$323K 0.01% 644
2022
Q2 		$485K Sell
8,185
-4,654
-36% -$293K 0.02% 481
2022
Q1 		$832K Sell
12,839
-5,483
-30% -$336K 0.02% 431
2021
Q4 		$1.06M Buy
18,322
+4,745
+35% +$269K 0.02% 453
2021
Q3 		$732K Sell
13,577
-90
-0.7% -$4.89K 0.02% 482
2021
Q2 		$747K Sell
13,667
-6,437
-32% -$360K 0.02% 499
2021
Q1 		$1.04M Buy
+20,104
New +$979K 0.03% 422

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

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

Spire Wealth Management reduced its Loews (L) stake by 5.1% in Q2 2026, selling an estimated $4.77K and leaving 826 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Spire Wealth Management first reported a position in L in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.06M in Q4 2021. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Spire Wealth Management held 826 shares of Loews worth $93.5K as of Q2 2026.
  • Spire Wealth Management sold 44 Loews shares in Q2 2026, an estimated $4.77K.
  • Loews made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #996 holding.
  • Spire Wealth Management first reported a position in Loews in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Loews position peaked at $1.06M in Q4 2021.
  • 780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.