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Lloyd Advisory Services’s Westlake Corp WLK Stock Holding History

Lloyd Advisory Services’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$180K Buy
+2,472
New +$241K 0.07% 124
2026
Q1 		– Sell
-2,445
Closed -$181K – 1050
2025
Q4 		$181K Buy
+2,445
New +$174K 0.07% 129

Other funds holding WLK

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Lloyd Advisory Services opened a new position in Westlake Corp (WLK) in Q2 2026: 2,472 shares worth $180K. The stake represents 0.07% of the portfolio and ranks #124 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in WLK as recently as Q4 2025.

Lloyd Advisory Services first reported a position in WLK in Q4 2025 and has held it in 2 quarters since. The position peaked at $181K in Q4 2025. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Lloyd Advisory Services held 2,472 shares of Westlake Corp worth $180K as of Q2 2026.
  • Westlake Corp was a new Lloyd Advisory Services position in Q2 2026.
  • Westlake Corp made up 0.07% of Lloyd Advisory Services's portfolio in Q2 2026, its #124 holding.
  • Lloyd Advisory Services first reported a position in Westlake Corp in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Westlake Corp position peaked at $181K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

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