Lloyd Advisory Services’s Baxter International BAX Stock Holding History

Lloyd Advisory Services’s Portfolio BAX Stock Details BAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-46	Closed	-$773	–	662
2026 Q1	$773	Buy	+46	New	+$890	﹤0.01%	753
2023 Q4	–	Sell	-6,592	Closed	-$249K	–	159
2023 Q3	$249K	Buy	+6,592	New	+$281K	0.08%	208
2020 Q1	–	Sell	-6	Closed	-$1K	–	274
2019 Q4	$1K	Buy	+6	New	+$496	﹤0.01%	318

Other funds holding BAX

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

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

Lloyd Advisory Services sold out of Baxter International (BAX) in Q2 2026, closing a stake of 46 shares — an estimated $773 sold.

Lloyd Advisory Services first reported a position in BAX in Q4 2019 and held it in 3 quarters. The position peaked at $249K in Q3 2023. 684 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

Lloyd Advisory Services reported no remaining Baxter International position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 46 Baxter International shares in Q2 2026, an estimated $773.
Lloyd Advisory Services first reported a position in Baxter International in Q4 2019 and held it in 3 quarters.
Lloyd Advisory Services's Baxter International position peaked at $249K in Q3 2023.
684 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

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