WA
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Wealth Architects’s Loews L Stock Holding History

Wealth Architects’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 		$378K Buy
3,545
+112
+3% +$12K 0.03% 159
2025
Q4 		$362K Hold
3,433
– – 0.03% 165
2025
Q3 		$345K Buy
3,433
+46
+1% +$4.35K 0.03% 166
2025
Q2 		$310K Sell
3,387
-419
-11% -$36.8K 0.03% 170
2025
Q1 		$350K Buy
3,806
+20
+0.5% +$1.71K 0.04% 165
2024
Q4 		$321K Buy
3,786
+17
+0.5% +$1.4K 0.04% 161
2024
Q3 		$298K Buy
3,769
+75
+2% +$5.88K 0.03% 166
2024
Q2 		$276K Buy
3,694
+87
+2% +$6.59K 0.03% 171
2024
Q1 		$282K Buy
3,607
+2
+0.1% +$148 0.04% 165
2023
Q4 		$251K Sell
3,605
-32
-0.9% -$2.13K 0.04% 170
2023
Q3 		$230K Sell
3,637
-52
-1% -$3.24K 0.04% 165
2023
Q2 		$219K Buy
3,689
+84
+2% +$4.86K 0.04% 171
2023
Q1 		$209K Buy
3,605
+104
+3% +$6.16K 0.04% 173
2022
Q4 		$204K Buy
+3,501
New +$195K 0.04% 164
2022
Q2 		– Sell
-3,294
Closed -$214K – 193
2022
Q1 		$214K Buy
+3,294
New +$202K 0.04% 184

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

Wealth Architects's L Position: Q1 2026 in Review

Wealth Architects increased its Loews (L) stake by 3.3% in Q1 2026, buying an estimated $12K and bringing the position to 3,545 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #159.

Wealth Architects first reported a position in L in Q1 2022 and has held it in 15 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Wealth Architects held 3,545 shares of Loews worth $378K as of Q1 2026.
  • Wealth Architects bought 112 Loews shares in Q1 2026, an estimated $12K.
  • Loews made up 0.03% of Wealth Architects's portfolio in Q1 2026, its #159 holding.
  • Wealth Architects first reported a position in Loews in Q1 2022 and has held it in 15 quarters since.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Wealth Architects's 13F filing for Q1 2026, filed 15 May 2026.