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

Beacon Financial Group’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
Q2 		$3.56M Buy
12,152
+348
+3% +$101K 0.32% 74
2026
Q1 		$3.43M Sell
11,804
-1,060
-8% -$292K 0.34% 76
2025
Q4 		$3.18M Sell
12,864
-1,998
-13% -$506K 0.32% 81
2025
Q3 		$4.05M Sell
14,862
-1,426
-9% -$413K 0.4% 66
2025
Q2 		$4.59M Sell
16,288
-442
-3% -$121K 0.48% 58
2025
Q1 		$4.93M Sell
16,730
-1,674
-9% -$516K 0.54% 51
2024
Q4 		$5.34M Sell
18,404
-456
-2% -$143K 0.57% 45
2024
Q3 		$5.62M Sell
18,860
-368
-2% -$101K 0.61% 43
2024
Q2 		$4.96M Sell
19,228
-970
-5% -$246K 0.57% 45
2024
Q1 		$4.89M Sell
20,198
-754
-4% -$185K 0.56% 47
2023
Q4 		$5.74M Sell
20,952
-700
-3% -$192K 0.7% 36
2023
Q3 		$6.4M Sell
21,652
-233
-1% -$68.3K 0.91% 23
2023
Q2 		$6.45M Sell
21,885
-265
-1% -$75.5K 0.87% 29
2023
Q1 		$6.28M Sell
22,150
-876
-4% -$256K 0.88% 28
2022
Q4 		$7.1M Sell
23,026
-112
-0.5% -$31.6K 0.97% 25
2022
Q3 		$5.36M Sell
23,138
-285
-1% -$70.6K 0.83% 33
2022
Q2 		$5.83M Buy
+23,423
New +$5.7M 0.87% 30

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Beacon Financial Group increased its Air Products & Chemicals (APD) stake by 2.9% in Q2 2026, buying an estimated $101K and bringing the position to 12,152 shares worth $3.56M. The position accounts for 0.32% of the portfolio, ranked #74.

Beacon Financial Group first reported a position in APD in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.1M in Q4 2022. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Beacon Financial Group held 12,152 shares of Air Products & Chemicals worth $3.56M as of Q2 2026.
  • Beacon Financial Group bought 348 Air Products & Chemicals shares in Q2 2026, an estimated $101K.
  • Air Products & Chemicals made up 0.32% of Beacon Financial Group's portfolio in Q2 2026, its #74 holding.
  • Beacon Financial Group first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 17 quarters since.
  • Beacon Financial Group's Air Products & Chemicals position peaked at $7.1M in Q4 2022.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.