Lloyd Advisory Services’s Goldman Sachs GS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.19K	Sell	4 -407	-99%	-$397K	﹤0.01%	437
2026 Q1	$348K	Buy	+411	New	+$367K	0.1%	95
2024 Q2	–	Sell	-3,560	Closed	-$1.49M	–	134
2024 Q1	$1.49M	Buy	3,560 +2,929	+464%	+$1.14M	0.32%	48
2023 Q4	$243K	Buy	+631	New	+$211K	0.12%	112
2022 Q2	–	Sell	-105	Closed	-$35K	–	267
2022 Q1	$35K	Hold	105	–	–	0.02%	272
2021 Q4	$40K	Buy	105 +94	+855%	+$37.2K	0.02%	233
2021 Q3	$4K	Sell	11 -10	-48%	-$3.9K	﹤0.01%	322
2021 Q2	$8K	Sell	21 -1	-5%	-$358	﹤0.01%	294
2021 Q1	$7K	Buy	22 +1	+5%	+$311	﹤0.01%	259
2020 Q4	$6K	Sell	21 -3	-13%	-$668	﹤0.01%	234
2020 Q3	$5K	Sell	24 -4	-14%	-$814	﹤0.01%	228
2020 Q2	$6K	Buy	28 +13	+87%	+$2.44K	﹤0.01%	202
2020 Q1	$2K	Buy	+15	New	+$3.18K	﹤0.01%	218

Other funds holding GS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Lloyd Advisory Services reduced its Goldman Sachs (GS) stake by 99% in Q2 2026, selling an estimated $397K and leaving 4 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Lloyd Advisory Services first reported a position in GS in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.49M in Q1 2024. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Lloyd Advisory Services held 4 shares of Goldman Sachs worth $4.19K as of Q2 2026.
Lloyd Advisory Services sold 407 Goldman Sachs shares in Q2 2026, an estimated $397K.
Goldman Sachs made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #437 holding.
Lloyd Advisory Services first reported a position in Goldman Sachs in Q1 2020 and has held it in 13 quarters since.
Lloyd Advisory Services's Goldman Sachs position peaked at $1.49M in Q1 2024.
3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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