Williams Jones Wealth Management’s Loews L Stock Holding History

Williams Jones 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 Q1	$350K	Sell	3,279 -600	-15%	-$64.2K	﹤0.01%	404
2025 Q4	$408K	Hold	3,879	–	–	﹤0.01%	376
2025 Q3	$389K	Sell	3,879 -400	-9%	-$37.8K	﹤0.01%	378
2025 Q2	$392K	Hold	4,279	–	–	﹤0.01%	381
2025 Q1	$393K	Sell	4,279 -500	-10%	-$42.8K	0.01%	369
2024 Q4	$405K	Hold	4,779	–	–	﹤0.01%	378
2024 Q3	$378K	Hold	4,779	–	–	﹤0.01%	396
2024 Q2	$357K	Hold	4,779	–	–	﹤0.01%	389
2024 Q1	$374K	Sell	4,779 -974	-17%	-$72K	﹤0.01%	396
2023 Q4	$400K	Hold	5,753	–	–	0.01%	378
2023 Q3	$364K	Hold	5,753	–	–	0.01%	391
2023 Q2	$342K	Sell	5,753 -500	-8%	-$28.9K	0.01%	409
2023 Q1	$363K	Hold	6,253	–	–	0.01%	420
2022 Q4	$365K	Sell	6,253 -8,333	-57%	-$464K	0.01%	413
2022 Q3	$727K	Buy	+14,586	New	+$819K	0.01%	310

Other funds holding L

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Williams Jones Wealth Management's L Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Loews (L) stake by 15% in Q1 2026, selling an estimated $64.2K and leaving 3,279 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Williams Jones Wealth Management first reported a position in L in Q3 2022 and has held it in 15 quarters since. The position peaked at $727K in Q3 2022. 770 funds tracked by Wall St. Rank hold L as of Q1 2026.

Williams Jones Wealth Management held 3,279 shares of Loews worth $350K as of Q1 2026.
Williams Jones Wealth Management sold 600 Loews shares in Q1 2026, an estimated $64.2K.
Loews made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #404 holding.
Williams Jones Wealth Management first reported a position in Loews in Q3 2022 and has held it in 15 quarters since.
Williams Jones Wealth Management's Loews position peaked at $727K in Q3 2022.
770 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.