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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Beacon Financial Advisory's APD Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Air Products & Chemicals (APD) stake by 5.7% in Q2 2026, selling an estimated $12.2K and leaving 692 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #411.

Beacon Financial Advisory first reported a position in APD in Q3 2025 and has held it in 3 quarters since. The position peaked at $213K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Beacon Financial Advisory held 692 shares of Air Products & Chemicals worth $203K as of Q2 2026.
  • Beacon Financial Advisory sold 42 Air Products & Chemicals shares in Q2 2026, an estimated $12.2K.
  • Air Products & Chemicals made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #411 holding.
  • Beacon Financial Advisory first reported a position in Air Products & Chemicals in Q3 2025 and has held it in 3 quarters since.
  • Beacon Financial Advisory's Air Products & Chemicals position peaked at $213K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.