Sunbelt Securities’s Loews L Stock Holding History

Sunbelt Securities’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	$113K	Hold	1,059	–	–	0.01%	799
2025 Q4	$112K	Hold	1,059	–	–	0.01%	789
2025 Q3	$106K	Sell	1,059 -2	-0.2%	-$189	0.01%	802
2025 Q2	$89.8K	Hold	1,061	–	–	0.01%	790
2025 Q1	$97.5K	Hold	1,061	–	–	0.01%	736
2024 Q4	$89.5K	Hold	1,061	–	–	0.01%	792
2024 Q3	$83.8K	Hold	1,061	–	–	0.01%	809
2024 Q2	$79.3K	Hold	1,061	–	–	0.01%	789
2024 Q1	$83K	Hold	1,061	–	–	0.01%	756
2023 Q4	$73.8K	Hold	1,061	–	–	0.01%	738
2023 Q3	$67.2K	Hold	1,061	–	–	0.01%	744
2023 Q2	$63K	Sell	1,061 -11	-1%	-$637	0.01%	738
2023 Q1	$61.4K	Buy	+1,072	New	+$63.5K	0.01%	699
2021 Q2	–	Sell	-5,634	Closed	-$289K	–	455
2021 Q1	$289K	Buy	5,634 +8	+0.1%	+$390	0.06%	341
2020 Q4	$253K	Buy	+5,626	New	+$226K	0.05%	329
2020 Q1	–	Sell	-5,600	Closed	-$294K	–	524
2019 Q4	$294K	Hold	5,600	–	–	0.03%	448
2019 Q3	$288K	Hold	5,600	–	–	0.03%	425
2019 Q2	$306K	Hold	5,600	–	–	0.13%	196
2019 Q1	$268K	Hold	5,600	–	–	0.13%	185
2018 Q4	$255K	Hold	5,600	–	–	0.15%	175
2018 Q3	$281K	Hold	5,600	–	–	0.15%	170
2018 Q2	$270K	Hold	5,600	–	–	0.16%	175
2018 Q1	$278K	Hold	5,600	–	–	0.25%	138
2017 Q4	$280K	Hold	5,600	–	–	0.27%	122
2017 Q3	$268K	Hold	5,600	–	–	0.28%	125
2017 Q2	$262K	Hold	5,600	–	–	0.49%	63
2017 Q1	$262K	Buy	5,600 +8	+0.1%	+$374	0.39%	70
2016 Q4	$262K	Sell	5,592 -3,048	-35%	-$134K	0.4%	67
2016 Q3	$356K	Buy	8,640 +13	+0.2%	+$534	0.43%	50
2016 Q2	$354K	Buy	8,627 +13	+0.2%	+$516	0.46%	47
2016 Q1	$330K	Buy	8,614 +15	+0.2%	+$552	0.48%	47
2015 Q4	$330K	Buy	8,599 +14	+0.2%	+$521	0.46%	47
2015 Q3	$310K	Buy	8,585 +10	+0.1%	+$374	0.42%	58
2015 Q2	$330K	Buy	8,575 +794	+10%	+$32.3K	0.45%	52
2015 Q1	$318K	Sell	7,781 -2,193	-22%	-$88.8K	0.47%	49
2014 Q4	$419K	Buy	+9,974	New	+$418K	0.55%	38

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

Sunbelt Securities's L Position: Q1 2026 in Review

Sunbelt Securities held its Loews (L) position steady in Q1 2026 at 1,059 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #799.

Sunbelt Securities first reported a position in L in Q4 2014 and has held it in 36 quarters since. The position peaked at $419K in Q4 2014. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

Sunbelt Securities held 1,059 shares of Loews worth $113K as of Q1 2026.
Sunbelt Securities left its Loews share count unchanged in Q1 2026.
Loews made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #799 holding.
Sunbelt Securities first reported a position in Loews in Q4 2014 and has held it in 36 quarters since.
Sunbelt Securities's Loews position peaked at $419K in Q4 2014.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.