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Summit Securities Group’s Loews L Stock Holding History

Summit Securities Group’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 		$4.42K Buy
39
+11
+39% +$1.19K ﹤0.01% 1003
2026
Q1 		$2.99K Sell
28
-736
-96% -$78.8K ﹤0.01% 889
2025
Q4 		$80.5K Buy
764
+472
+162% +$48.7K 0.01% 516
2025
Q3 		$29.3K Buy
292
+175
+150% +$16.5K 0.01% 695
2025
Q2 		$10.7K Buy
+117
New +$10.3K ﹤0.01% 872
2023
Q4 		– Sell
-1
Closed – – 797
2023
Q3 		$0 Sell
1
-247
-100% -$15.4K ﹤0.01% 817
2023
Q2 		$15K Sell
248
-134
-35% -$7.75K ﹤0.01% 706
2023
Q1 		$22K Buy
382
+182
+91% +$10.8K ﹤0.01% 611
2022
Q4 		$12K Sell
200
-168
-46% -$9.36K ﹤0.01% 1007
2022
Q3 		$18K Sell
368
-38
-9% -$2.13K ﹤0.01% 736
2022
Q2 		$24K Buy
406
+325
+401% +$20.4K ﹤0.01% 729
2022
Q1 		$5K Buy
+81
New +$4.96K ﹤0.01% 970
2016
Q1 		– Sell
-11,400
Closed -$438K – 253
2015
Q4 		$438K Buy
+11,400
New +$424K 0.14% 108

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

Summit Securities Group's L Position: Q2 2026 in Review

Summit Securities Group increased its Loews (L) stake by 39% in Q2 2026, buying an estimated $1.19K and bringing the position to 39 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Summit Securities Group first reported a position in L in Q4 2015 and has held it in 13 quarters since. The position peaked at $438K in Q4 2015. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Summit Securities Group held 39 shares of Loews worth $4.42K as of Q2 2026.
  • Summit Securities Group bought 11 Loews shares in Q2 2026, an estimated $1.19K.
  • Loews made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1003 holding.
  • Summit Securities Group first reported a position in Loews in Q4 2015 and has held it in 13 quarters since.
  • Summit Securities Group's Loews position peaked at $438K in Q4 2015.
  • 780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.