Briaud Financial Planning
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Briaud Financial Planning’s Air Products & Chemicals APD Stock Holding History

Briaud Financial Planning’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
Q3 		$587K Hold
2,110
– – 0.13% 21
2026
Q2 		$618K Sell
2,110
-41
-2% -$11.9K 0.16% 19
2026
Q1 		$625K Buy
2,151
+89
+4% +$24.5K 0.16% 19
2025
Q4 		$509K Hold
2,062
– – 0.13% 21
2025
Q3 		$562K Buy
2,062
+1
+0% +$289 0.18% 19
2025
Q2 		$581K Buy
2,061
+7
+0.3% +$1.92K 0.23% 16
2025
Q1 		$603K Sell
2,054
-487
-19% -$150K 0.24% 15
2024
Q4 		$737K Sell
2,541
-425
-14% -$133K 0.3% 13
2024
Q3 		$885K Sell
2,966
-985
-25% -$269K 0.46% 9
2024
Q2 		$1.02M Buy
3,951
+16
+0.4% +$4.06K 0.59% 9
2024
Q1 		$954K Buy
+3,935
New +$964K 0.54% 8
2023
Q4 		– Sell
-3,817
Closed -$1.08M – 22
2023
Q3 		$1.08M Buy
3,817
+14
+0.4% +$4.11K 0.88% 10
2023
Q2 		$1.14M Buy
3,803
+13
+0.3% +$3.7K 1.08% 9
2023
Q1 		$1.09M Buy
3,790
+279
+8% +$81.4K 1.03% 9
2022
Q4 		$1.08M Buy
3,511
+95
+3% +$26.8K 0.88% 8
2022
Q3 		$869K Buy
3,416
+35
+1% +$8.66K 0.77% 9
2022
Q2 		$813K Buy
3,381
+13
+0.4% +$3.16K 0.53% 11
2022
Q1 		$841K Buy
3,368
+15
+0.4% +$3.85K 0.48% 11
2021
Q4 		$1.02M Sell
3,353
-5,874
-64% -$1.72M 0.55% 10
2021
Q3 		$1.93M Buy
9,227
+6,308
+216% +$1.74M 1.27% 8
2021
Q2 		$839K Sell
2,919
-6,481
-69% -$1.9M 0.56% 9
2021
Q1 		$2.2M Buy
9,400
+5,376
+134% +$1.46M 1.62% 8
2020
Q4 		$2M Sell
4,024
-4,875
-55% -$1.37M 1.28% 8
2020
Q3 		$2.2M Sell
8,899
-389
-4% -$112K 1.59% 6
2020
Q2 		$1.77M Buy
9,288
+13
+0.1% +$2.97K 1.35% 6
2020
Q1 		$1.48M Sell
9,275
-12
-0.1% -$2.74K 2.13% 5
2019
Q4 		$1.71M Buy
+9,287
New +$2.1M 1.74% 7

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Briaud Financial Planning's APD Position: Q3 2026 in Review

Briaud Financial Planning held its Air Products & Chemicals (APD) position steady in Q3 2026 at 2,110 shares worth $587K. The position accounts for 0.13% of the portfolio, ranked #21.

Briaud Financial Planning first reported a position in APD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.2M in Q3 2020. 1,153 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Briaud Financial Planning held 2,110 shares of Air Products & Chemicals worth $587K as of Q3 2026.
  • Briaud Financial Planning left its Air Products & Chemicals share count unchanged in Q3 2026.
  • Air Products & Chemicals made up 0.13% of Briaud Financial Planning's portfolio in Q3 2026, its #21 holding.
  • Briaud Financial Planning first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 27 quarters since.
  • Briaud Financial Planning's Air Products & Chemicals position peaked at $2.2M in Q3 2020.
  • 1,153 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.