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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Financial Advisory's APD Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in Air Products & Chemicals (APD) in Q1 2026: 734 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #380 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in APD as recently as Q3 2025.

Beacon Financial Advisory first reported a position in APD in Q3 2025 and has held it in 2 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Beacon Financial Advisory held 734 shares of Air Products & Chemicals worth $213K as of Q1 2026.
  • Air Products & Chemicals was a new Beacon Financial Advisory position in Q1 2026.
  • Air Products & Chemicals made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #380 holding.
  • Beacon Financial Advisory first reported a position in Air Products & Chemicals in Q3 2025 and has held it in 2 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.