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Beaumont Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Beaumont Financial 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
2025
Q4 		– Sell
-1,510
Closed -$412K – 372
2025
Q3 		$412K Sell
1,510
-8
-0.5% -$2.32K 0.03% 265
2025
Q2 		$428K Buy
1,518
+19
+1% +$5.2K 0.03% 243
2025
Q1 		$442K Buy
1,499
+7
+0.5% +$2.16K 0.03% 236
2024
Q4 		$433K Sell
1,492
-14
-0.9% -$4.4K 0.03% 235
2024
Q3 		$448K Sell
1,506
-284
-16% -$77.7K 0.04% 220
2024
Q2 		$462K Buy
1,790
+2
+0.1% +$507 0.04% 219
2024
Q1 		$433K Buy
1,788
+21
+1% +$5.15K 0.04% 223
2023
Q4 		$484K Buy
1,767
+24
+1% +$6.6K 0.04% 197
2023
Q3 		$494K Sell
1,743
-9
-0.5% -$2.64K 0.05% 178
2023
Q2 		$525K Sell
1,752
-104
-6% -$29.6K 0.05% 185
2023
Q1 		$533K Sell
1,856
-21
-1% -$6.13K 0.05% 168
2022
Q4 		$579K Buy
1,877
+215
+13% +$60.6K 0.06% 164
2022
Q3 		$387K Hold
1,662
– – 0.04% 201
2022
Q2 		$400K Sell
1,662
-282
-15% -$68.6K 0.04% 204
2022
Q1 		$488K Sell
1,944
-3
-0.2% -$771 0.04% 210
2021
Q4 		$592K Buy
1,947
+8
+0.4% +$2.35K 0.04% 188
2021
Q3 		$499K Sell
1,939
-20
-1% -$5.53K 0.04% 202
2021
Q2 		$564K Buy
1,959
+45
+2% +$13.2K 0.04% 196
2021
Q1 		$539K Sell
1,914
-7
-0.4% -$1.9K 0.05% 187
2020
Q4 		$525K Buy
1,921
+600
+45% +$169K 0.05% 190
2020
Q3 		$394K Sell
1,321
-32
-2% -$9.21K 0.04% 220
2020
Q2 		$327K Hold
1,353
– – 0.03% 222
2020
Q1 		$270K Buy
1,353
+6
+0.4% +$1.37K 0.03% 202
2019
Q4 		$317K Buy
1,347
+15
+1% +$3.38K 0.03% 220
2019
Q3 		$296K Hold
1,332
– – 0.03% 219
2019
Q2 		$302K Buy
1,332
+60
+5% +$12.4K 0.03% 196
2019
Q1 		$243K Hold
1,272
– – 0.03% 206
2018
Q4 		$204K Sell
1,272
-31
-2% -$4.91K 0.03% 183
2018
Q3 		$218K Buy
+1,303
New +$212K 0.02% 208

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Beaumont Financial Advisors's APD Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 1,510 shares — an estimated $412K sold.

Beaumont Financial Advisors first reported a position in APD in Q3 2018 and held it in 29 quarters. The position peaked at $592K in Q4 2021. 1,666 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,510 Air Products & Chemicals shares in Q4 2025, an estimated $412K.
  • Beaumont Financial Advisors first reported a position in Air Products & Chemicals in Q3 2018 and held it in 29 quarters.
  • Beaumont Financial Advisors's Air Products & Chemicals position peaked at $592K in Q4 2021.
  • 1,666 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.