Summitry LLC’s Loews L Stock Holding History

Summitry LLC’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	$373K	Buy	3,298 +206	+7%	+$22.3K	0.01%	205
2026 Q1	$330K	Buy	3,092 +256	+9%	+$27.4K	0.01%	193
2025 Q4	$299K	Buy	2,836 +604	+27%	+$62.4K	0.01%	179
2025 Q3	$224K	Buy	+2,232	New	+$211K	0.01%	195

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

Summitry LLC's L Position: Q2 2026 in Review

Summitry LLC increased its Loews (L) stake by 6.7% in Q2 2026, buying an estimated $22.3K and bringing the position to 3,298 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #205.

Summitry LLC first reported a position in L in Q3 2025 and has held it in 4 quarters since. 784 funds tracked by Wall St. Rank hold L as of Q2 2026.

Summitry LLC held 3,298 shares of Loews worth $373K as of Q2 2026.
Summitry LLC bought 206 Loews shares in Q2 2026, an estimated $22.3K.
Loews made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #205 holding.
Summitry LLC first reported a position in Loews in Q3 2025 and has held it in 4 quarters since.
784 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.