Whittier Trust’s Loews L Stock Holding History

Whittier 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	$361K	Hold	3,100	–	–	﹤0.01%	532
2026 Q1	$334K	Sell	3,100 -626	-17%	-$67K	﹤0.01%	497
2025 Q4	$392K	Sell	3,726 -100	-3%	-$10.3K	﹤0.01%	478
2025 Q3	$389K	Hold	3,826	–	–	﹤0.01%	471
2025 Q2	$351K	Buy	3,826 +526	+16%	+$46.2K	﹤0.01%	547
2025 Q1	$303K	Buy	3,300 +100	+3%	+$8.55K	﹤0.01%	569
2024 Q4	$271K	Hold	3,200	–	–	﹤0.01%	604
2024 Q3	$253K	Hold	3,200	–	–	﹤0.01%	637
2024 Q2	$239K	Buy	+3,200	New	+$242K	﹤0.01%	620
2021 Q1	–	Sell	-105	Closed	-$5K	–	1524
2020 Q4	$5K	Hold	105	–	–	﹤0.01%	1238
2020 Q3	$4K	Hold	105	–	–	﹤0.01%	1260
2020 Q2	$4K	Hold	105	–	–	﹤0.01%	1194
2020 Q1	$4K	Buy	+105	New	+$4.95K	﹤0.01%	1253
2019 Q4	–	Sell	-10	Closed	-$1K	–	1559
2019 Q3	$1K	Buy	+10	New	+$516	﹤0.01%	1461
2015 Q4	–	Sell	-1,250	Closed	-$45K	–	1209
2015 Q3	$45K	Hold	1,250	–	–	﹤0.01%	722
2015 Q2	$48K	Hold	1,250	–	–	﹤0.01%	743
2015 Q1	$51K	Hold	1,250	–	–	﹤0.01%	718
2014 Q4	$53K	Hold	1,250	–	–	﹤0.01%	643
2014 Q3	$52K	Hold	1,250	–	–	﹤0.01%	646
2014 Q2	$55K	Hold	1,250	–	–	﹤0.01%	637
2014 Q1	$55K	Hold	1,250	–	–	﹤0.01%	645
2013 Q4	$60K	Hold	1,250	–	–	﹤0.01%	633
2013 Q3	$58K	Hold	1,250	–	–	﹤0.01%	638
2013 Q2	$56K	Buy	+1,250	New	+$56K	﹤0.01%	636

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Whittier Trust's L Position: Q2 2026 in Review

Whittier Trust held its Loews (L) position steady in Q2 2026 at 3,100 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Whittier Trust first reported a position in L in Q2 2013 and has held it in 24 quarters since. The position peaked at $392K in Q4 2025. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.

Whittier Trust held 3,100 shares of Loews worth $361K as of Q2 2026.
Whittier Trust left its Loews share count unchanged in Q2 2026.
Loews made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #532 holding.
Whittier Trust first reported a position in Loews in Q2 2013 and has held it in 24 quarters since.
Whittier Trust's Loews position peaked at $392K in Q4 2025.
782 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.