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Twin Peaks Wealth Advisors’s Loews L Stock Holding History

Twin Peaks Wealth Advisors’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 		$28.7K Buy
+269
New +$28.8K 0.01% 591
2025
Q3 		– Sell
-148
Closed -$14K – 1233
2025
Q2 		$14K Buy
+148
New +$13K ﹤0.01% 756

Other funds holding L

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's L Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Loews (L) in Q1 2026: 269 shares worth $28.7K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in L as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in L in Q2 2025 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Twin Peaks Wealth Advisors held 269 shares of Loews worth $28.7K as of Q1 2026.
  • Loews was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Loews made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #591 holding.
  • Twin Peaks Wealth Advisors first reported a position in Loews in Q2 2025 and has held it in 2 quarters since.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.