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Bard Financial Services’s Air Products & Chemicals APD Stock Holding History

Bard Financial 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
2025
Q3 		$2.58M Sell
9,450
-25
-0.3% -$7.24K 0.28% 79
2025
Q2 		$2.67M Sell
9,475
-225
-2% -$61.6K 0.32% 75
2025
Q1 		$2.86M Buy
9,700
+200
+2% +$61.7K 0.35% 70
2024
Q4 		$2.76M Buy
9,500
+50
+0.5% +$15.7K 0.33% 69
2024
Q3 		$2.81M Sell
9,450
-450
-5% -$123K 0.33% 67
2024
Q2 		$2.55M Sell
9,900
-400
-4% -$101K 0.26% 77
2024
Q1 		$2.5M Buy
10,300
+50
+0.5% +$12.3K 0.27% 78
2023
Q4 		$2.81M Sell
10,250
-25
-0.2% -$6.87K 0.31% 70
2023
Q3 		$2.91M Buy
10,275
+300
+3% +$88K 0.36% 63
2023
Q2 		$2.99M Buy
9,975
+50
+0.5% +$14.2K 0.23% 93
2023
Q1 		$2.85M Buy
9,925
+450
+5% +$131K 0.23% 92
2022
Q4 		$2.92M Buy
9,475
+650
+7% +$183K 0.25% 92
2022
Q3 		$2.05M Buy
8,825
+1,675
+23% +$415K 0.19% 109
2022
Q2 		$1.72M Buy
+7,150
New +$1.74M 0.16% 117

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bard Financial Services's APD Position: Q3 2025 in Review

Bard Financial Services reduced its Air Products & Chemicals (APD) stake by 0.26% in Q3 2025, selling an estimated $7.24K and leaving 9,450 shares worth $2.58M. The position accounts for 0.28% of the portfolio, ranked #79.

Bard Financial Services first reported a position in APD in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.99M in Q2 2023. 1,705 funds tracked by Wall St. Rank hold APD as of Q3 2025.

  • Bard Financial Services held 9,450 shares of Air Products & Chemicals worth $2.58M as of Q3 2025.
  • Bard Financial Services sold 25 Air Products & Chemicals shares in Q3 2025, an estimated $7.24K.
  • Air Products & Chemicals made up 0.28% of Bard Financial Services's portfolio in Q3 2025, its #79 holding.
  • Bard Financial Services first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 14 quarters since.
  • Bard Financial Services's Air Products & Chemicals position peaked at $2.99M in Q2 2023.
  • 1,705 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.