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 Q2	$589K	Buy	5,201 +1,922	+59%	+$208K	0.01%	350
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 $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 40.89% 1-Year Est. Return

Williams Jones Wealth Management's L Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Loews (L) stake by 59% in Q2 2026, buying an estimated $208K and bringing the position to 5,201 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #350.

Williams Jones Wealth Management first reported a position in L in Q3 2022 and has held it in 16 quarters since. The position peaked at $727K in Q3 2022. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Williams Jones Wealth Management held 5,201 shares of Loews worth $589K as of Q2 2026.
Williams Jones Wealth Management bought 1,922 Loews shares in Q2 2026, an estimated $208K.
Loews made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #350 holding.
Williams Jones Wealth Management first reported a position in Loews in Q3 2022 and has held it in 16 quarters since.
Williams Jones Wealth Management's Loews position peaked at $727K in Q3 2022.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.