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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lloyd Advisory Services's APD Position: Q1 2026 in Review

Lloyd Advisory Services increased its Air Products & Chemicals (APD) stake by 91% in Q1 2026, buying an estimated $25.1K and bringing the position to 191 shares worth $55.5K. The position accounts for 0.02% of the portfolio, ranked #261.

Lloyd Advisory Services first reported a position in APD in Q4 2019 and has held it in 8 quarters since. The position peaked at $476K in Q3 2023. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Lloyd Advisory Services held 191 shares of Air Products & Chemicals worth $55.5K as of Q1 2026.
Lloyd Advisory Services bought 91 Air Products & Chemicals shares in Q1 2026, an estimated $25.1K.
Air Products & Chemicals made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #261 holding.
Lloyd Advisory Services first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 8 quarters since.
Lloyd Advisory Services's Air Products & Chemicals position peaked at $476K in Q3 2023.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.