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Venturi Wealth Management’s Loews L Stock Holding History

Venturi Wealth Management’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 		$209K Buy
+1,850
New +$200K 0.01% 594
2025
Q1 		– Sell
-1,237
Closed -$105K – 1275
2024
Q4 		$105K Buy
1,237
+119
+11% +$9.81K 0.01% 754
2024
Q3 		$88.4K Buy
1,118
+7
+0.6% +$549 ﹤0.01% 599
2024
Q2 		$83K Buy
1,111
+450
+68% +$34.1K ﹤0.01% 543
2024
Q1 		$51.8K Buy
661
+511
+341% +$37.8K ﹤0.01% 498
2023
Q4 		$10.4K Buy
150
+46
+44% +$3.06K ﹤0.01% 870
2023
Q3 		$6.58K Buy
104
+98
+1,633% +$6.11K ﹤0.01% 896
2023
Q2 		$357 Buy
+6
New +$347 ﹤0.01% 1099

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 40.89% 1-Year Est. Return

Venturi Wealth Management's L Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Loews (L) in Q2 2026: 1,850 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in L as recently as Q4 2024.

Venturi Wealth Management first reported a position in L in Q2 2023 and has held it in 8 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Venturi Wealth Management held 1,850 shares of Loews worth $209K as of Q2 2026.
  • Loews was a new Venturi Wealth Management position in Q2 2026.
  • Loews made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Venturi Wealth Management first reported a position in Loews in Q2 2023 and has held it in 8 quarters since.
  • 785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.