WT
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WHI Trust’s Loews L Stock Holding History

WHI Trust’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 		$73.4K Hold
648
– – 0.05% 27
2026
Q1 		$69.2K Hold
648
– – 0.05% 41
2025
Q4 		$68.2K Buy
+648
New +$66.9K 0.05% 44

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 40.91% 1-Year Est. Return

WHI Trust's L Position: Q2 2026 in Review

WHI Trust held its Loews (L) position steady in Q2 2026 at 648 shares worth $73.4K. The position accounts for 0.05% of the portfolio, ranked #27.

WHI Trust first reported a position in L in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • WHI Trust held 648 shares of Loews worth $73.4K as of Q2 2026.
  • WHI Trust left its Loews share count unchanged in Q2 2026.
  • Loews made up 0.05% of WHI Trust's portfolio in Q2 2026, its #27 holding.
  • WHI Trust first reported a position in Loews in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.