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Lloyd Advisory Services’s Air Products & Chemicals APD Stock Holding History

Lloyd Advisory Services’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-191
Closed -$55.5K – 649
2026
Q1 		$55.5K Buy
191
+91
+91% +$25.1K 0.02% 261
2025
Q4 		$24.7K Buy
+100
New +$25.3K 0.01% 312
2023
Q4 		– Sell
-1,680
Closed -$476K – 149
2023
Q3 		$476K Buy
+1,680
New +$493K 0.16% 133
2021
Q1 		– Sell
-16
Closed -$4.35K – 376
2020
Q4 		$4K Hold
16
– – ﹤0.01% 261
2020
Q3 		$5K Sell
16
-2
-11% -$575 ﹤0.01% 221
2020
Q2 		$4K Hold
18
– – ﹤0.01% 219
2020
Q1 		$4K Sell
18
-2
-10% -$456 ﹤0.01% 183
2019
Q4 		$5K Buy
+20
New +$4.51K ﹤0.01% 249

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lloyd Advisory Services's APD Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 191 shares — an estimated $55.5K sold.

Lloyd Advisory Services first reported a position in APD in Q4 2019 and held it in 8 quarters. The position peaked at $476K in Q3 2023. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 191 Air Products & Chemicals shares in Q2 2026, an estimated $55.5K.
  • Lloyd Advisory Services first reported a position in Air Products & Chemicals in Q4 2019 and held it in 8 quarters.
  • Lloyd Advisory Services's Air Products & Chemicals position peaked at $476K in Q3 2023.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.