Beacon Financial Advisory
APD icon

Beacon Financial Advisory’s Air Products & Chemicals APD Stock Holding History

Beacon Financial Advisory’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
2026
Q3 		– Sell
-692
Closed -$203K – 423
2026
Q2 		$203K Sell
692
-42
-6% -$12.2K 0.04% 411
2026
Q1 		$213K Buy
+734
New +$202K 0.05% 380
2025
Q4 		– Sell
-748
Closed -$204K – 374
2025
Q3 		$204K Buy
+748
New +$217K 0.05% 365

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Beacon Financial Advisory's APD Position: Q3 2026 in Review

Beacon Financial Advisory sold out of Air Products & Chemicals (APD) in Q3 2026, closing a stake of 692 shares — an estimated $203K sold.

Beacon Financial Advisory first reported a position in APD in Q3 2025 and held it in 3 quarters. The position peaked at $213K in Q1 2026. 1,055 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Beacon Financial Advisory reported no remaining Air Products & Chemicals position as of Q3 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 692 Air Products & Chemicals shares in Q3 2026, an estimated $203K.
  • Beacon Financial Advisory first reported a position in Air Products & Chemicals in Q3 2025 and held it in 3 quarters.
  • Beacon Financial Advisory's Air Products & Chemicals position peaked at $213K in Q1 2026.
  • 1,055 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.