Summit Financial’s Loews L Stock Holding History

Summit Financial’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	$223K	Buy	+2,092	New	+$224K	﹤0.01%	1308
2025 Q4	–	Sell	-2,131	Closed	-$214K	–	1313
2025 Q3	$214K	Buy	+2,131	New	+$201K	﹤0.01%	1182

Other funds holding L

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Summit Financial's L Position: Q1 2026 in Review

Summit Financial opened a new position in Loews (L) in Q1 2026: 2,092 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings. This is a return to the name: Summit Financial previously reported a position in L as recently as Q3 2025.

Summit Financial first reported a position in L in Q3 2025 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

Summit Financial held 2,092 shares of Loews worth $223K as of Q1 2026.
Loews was a new Summit Financial position in Q1 2026.
Loews made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1308 holding.
Summit Financial first reported a position in Loews in Q3 2025 and has held it in 2 quarters since.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.