Trust Company of Vermont’s Loews L Stock Holding History

Trust Company of Vermont’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
2025 Q4	$142K	Hold	1,349	–	–	0.01%	400
2025 Q3	$135K	Hold	1,349	–	–	0.01%	399
2025 Q2	$124K	Hold	1,349	–	–	0.01%	399
2025 Q1	$124K	Buy	1,349 +230	+21%	+$19.7K	0.01%	390
2024 Q4	$94.8K	Hold	1,119	–	–	﹤0.01%	435
2024 Q3	$88.5K	Hold	1,119	–	–	﹤0.01%	427
2024 Q2	$83.6K	Hold	1,119	–	–	﹤0.01%	424
2024 Q1	$87.6K	Sell	1,119 -7	-0.6%	-$518	﹤0.01%	403
2023 Q4	$78.4K	Buy	1,126 +7	+0.6%	+$465	0.01%	383
2023 Q3	$70.8K	Hold	1,119	–	–	﹤0.01%	408
2023 Q2	$66.4K	Hold	1,119	–	–	﹤0.01%	443
2023 Q1	$64.9K	Hold	1,119	–	–	﹤0.01%	456
2022 Q4	$65.3K	Hold	1,119	–	–	﹤0.01%	443
2022 Q3	$56K	Sell	1,119 -5	-0.4%	-$281	﹤0.01%	473
2022 Q2	$67K	Buy	+1,124	New	+$70.7K	0.01%	444
2022 Q1	–	Sell	-1,148	Closed	-$66K	–	563
2021 Q4	$66K	Buy	+1,148	New	+$65.1K	﹤0.01%	456
2021 Q3	–	Sell	-1,299	Closed	-$71K	–	543
2021 Q2	$71K	Hold	1,299	–	–	﹤0.01%	446
2021 Q1	$67K	Sell	1,299 -1,065	-45%	-$51.9K	0.01%	432
2020 Q4	$106K	Buy	2,364 +929	+65%	+$37.3K	0.01%	365
2020 Q3	$50K	Sell	1,435 -1,163	-45%	-$41.7K	﹤0.01%	430
2020 Q2	$89K	Sell	2,598 -89	-3%	-$3K	0.01%	368
2020 Q1	$94K	Sell	2,687 -1,411	-34%	-$66.5K	0.01%	364
2019 Q4	$215K	Hold	4,098	–	–	0.02%	308
2019 Q3	$211K	Hold	4,098	–	–	0.02%	309
2019 Q2	$224K	Hold	4,098	–	–	0.02%	301
2019 Q1	$196K	Sell	4,098 -68	-2%	-$3.21K	0.02%	309
2018 Q4	$190K	Sell	4,166 -1,019	-20%	-$48K	0.02%	301
2018 Q3	$260K	Sell	5,185 -50	-1%	-$2.51K	0.02%	285
2018 Q2	$253K	Buy	5,235 +255	+5%	+$12.8K	0.02%	293
2018 Q1	$248K	Hold	4,980	–	–	0.02%	286
2017 Q4	$249K	Sell	4,980 -2,000	-29%	-$98.8K	0.02%	296
2017 Q3	$334K	Buy	6,980 +1,525	+28%	+$72.6K	0.03%	254
2017 Q2	$255K	Buy	5,455 +700	+15%	+$32.8K	0.03%	289
2017 Q1	$222K	Sell	4,755 -2,165	-31%	-$101K	0.02%	304
2016 Q4	$324K	Buy	6,920 +5,375	+348%	+$236K	0.04%	250
2016 Q3	$64K	Buy	1,545 +1,125	+268%	+$46.2K	0.01%	410
2016 Q2	$17K	Hold	420	–	–	﹤0.01%	551
2016 Q1	$16K	Hold	420	–	–	﹤0.01%	553
2015 Q4	$16K	Hold	420	–	–	﹤0.01%	567
2015 Q3	$15K	Hold	420	–	–	﹤0.01%	575
2015 Q2	$16K	Sell	420 -50	-11%	-$2.03K	﹤0.01%	588
2015 Q1	$19K	Buy	470 +70	+18%	+$2.84K	﹤0.01%	560
2014 Q4	$17K	Hold	400	–	–	﹤0.01%	579
2014 Q3	$17K	Hold	400	–	–	﹤0.01%	576
2014 Q2	$18K	Hold	400	–	–	﹤0.01%	540
2014 Q1	$18K	Hold	400	–	–	﹤0.01%	532
2013 Q4	$19K	Hold	400	–	–	﹤0.01%	493
2013 Q3	$19K	Hold	400	–	–	﹤0.01%	475
2013 Q2	$18K	Buy	+400	New	+$17.9K	﹤0.01%	485

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trust Company of Vermont's L Position: Q4 2025 in Review

Trust Company of Vermont held its Loews (L) position steady in Q4 2025 at 1,349 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #400.

Trust Company of Vermont first reported a position in L in Q2 2013 and has held it in 49 quarters since. The position peaked at $334K in Q3 2017. 751 funds tracked by Wall St. Rank hold L as of Q4 2025.

Trust Company of Vermont held 1,349 shares of Loews worth $142K as of Q4 2025.
Trust Company of Vermont left its Loews share count unchanged in Q4 2025.
Loews made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #400 holding.
Trust Company of Vermont first reported a position in Loews in Q2 2013 and has held it in 49 quarters since.
Trust Company of Vermont's Loews position peaked at $334K in Q3 2017.
751 funds tracked by Wall St. Rank held Loews as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.