Lloyd Advisory Services’s PPL Corp PPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Buy	+3,609	New	+$133K	0.05%	155
2026 Q1	–	Sell	-3,241	Closed	-$114K	–	1002
2025 Q4	$114K	Buy	+3,241	New	+$117K	0.04%	170
2024 Q2	–	Sell	-27,165	Closed	-$748K	–	174
2024 Q1	$748K	Buy	+27,165	New	+$723K	0.16%	107
2022 Q2	–	Sell	-4,137	Closed	-$118K	–	429
2022 Q1	$118K	Buy	4,137 +152	+4%	+$4.29K	0.06%	145
2021 Q4	$120K	Buy	3,985 +71	+2%	+$2.05K	0.06%	127
2021 Q3	$109K	Buy	3,914 +392	+11%	+$11.3K	0.06%	122
2021 Q2	$99K	Buy	3,522 +192	+6%	+$5.55K	0.05%	117
2021 Q1	$96K	Sell	3,330 -123	-4%	-$3.44K	0.05%	105
2020 Q4	$97K	Sell	3,453 -247	-7%	-$7.01K	0.05%	84
2020 Q3	$101K	Sell	3,700 -319	-8%	-$8.6K	0.06%	76
2020 Q2	$104K	Sell	4,019 -2,774	-41%	-$72.2K	0.07%	76
2020 Q1	$168K	Sell	6,793 -1,119	-14%	-$36.1K	0.12%	55
2019 Q4	$283K	Buy	+7,912	New	+$265K	0.26%	56

Other funds holding PPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

Lloyd Advisory Services opened a new position in PPL Corp (PPL) in Q2 2026: 3,609 shares worth $131K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PPL as recently as Q4 2025.

Lloyd Advisory Services first reported a position in PPL in Q4 2019 and has held it in 13 quarters since. The position peaked at $748K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Lloyd Advisory Services held 3,609 shares of PPL Corp worth $131K as of Q2 2026.
PPL Corp was a new Lloyd Advisory Services position in Q2 2026.
PPL Corp made up 0.05% of Lloyd Advisory Services's portfolio in Q2 2026, its #155 holding.
Lloyd Advisory Services first reported a position in PPL Corp in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's PPL Corp position peaked at $748K in Q1 2024.
1,033 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

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