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Beacon Pointe Advisors’s Air Products & Chemicals APD Stock Holding History

Beacon Pointe Advisors’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 		$2.14M Buy
7,366
+3,971
+117% +$1.09M 0.01% 705
2025
Q4 		$839K Sell
3,395
-589
-15% -$149K 0.01% 888
2025
Q3 		$1.09M Buy
3,984
+1,053
+36% +$305K 0.01% 733
2025
Q2 		$827K Sell
2,931
-287
-9% -$78.5K 0.01% 727
2025
Q1 		$949K Sell
3,218
-119
-4% -$36.7K 0.01% 654
2024
Q4 		$968K Sell
3,337
-256
-7% -$80.4K 0.01% 637
2024
Q3 		$1.07M Sell
3,593
-2,162
-38% -$591K 0.01% 615
2024
Q2 		$1.48M Sell
5,755
-874
-13% -$222K 0.02% 539
2024
Q1 		$1.61M Sell
6,629
-1,310
-17% -$321K 0.02% 544
2023
Q4 		$2.17M Sell
7,939
-129
-2% -$35.5K 0.03% 462
2023
Q3 		$2.29M Buy
8,068
+644
+9% +$189K 0.03% 438
2023
Q2 		$2.22M Sell
7,424
-288
-4% -$82K 0.04% 352
2023
Q1 		$2.21M Buy
7,712
+150
+2% +$43.8K 0.04% 374
2022
Q4 		$2.33M Buy
7,562
+5,410
+251% +$1.52M 0.05% 331
2022
Q3 		$502K Sell
2,152
-468
-18% -$116K 0.01% 636
2022
Q2 		$625K Sell
2,620
-2,918
-53% -$710K 0.01% 586
2022
Q1 		$1.38M Buy
5,538
+4,142
+297% +$1.06M 0.02% 531
2021
Q4 		$425K Sell
1,396
-220
-14% -$64.6K 0.01% 616
2021
Q3 		$414K Sell
1,616
-326
-17% -$90.2K 0.01% 591
2021
Q2 		$559K Buy
+1,942
New +$570K 0.02% 459

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 Pointe Advisors's APD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Air Products & Chemicals (APD) stake by 117% in Q1 2026, buying an estimated $1.09M and bringing the position to 7,366 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #705.

Beacon Pointe Advisors first reported a position in APD in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.33M in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Beacon Pointe Advisors held 7,366 shares of Air Products & Chemicals worth $2.14M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,971 Air Products & Chemicals shares in Q1 2026, an estimated $1.09M.
  • Air Products & Chemicals made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #705 holding.
  • Beacon Pointe Advisors first reported a position in Air Products & Chemicals in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Air Products & Chemicals position peaked at $2.33M in Q4 2022.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.