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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
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 		$2.21M 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 		$1.49M Sell
9,275
-12
-0.1% -$2.73K 2.13% 5
2019
Q4 		$1.71M Buy
+9,287
New +$2.1M 1.74% 7

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

Briaud Financial Planning's APD Position: Q2 2026 in Review

Briaud Financial Planning reduced its Air Products & Chemicals (APD) stake by 1.9% in Q2 2026, selling an estimated $11.9K and leaving 2,110 shares worth $618K. The position accounts for 0.16% of the portfolio, ranked #19.

Briaud Financial Planning first reported a position in APD in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.21M in Q3 2020. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Briaud Financial Planning held 2,110 shares of Air Products & Chemicals worth $618K as of Q2 2026.
  • Briaud Financial Planning sold 41 Air Products & Chemicals shares in Q2 2026, an estimated $11.9K.
  • Air Products & Chemicals made up 0.16% of Briaud Financial Planning's portfolio in Q2 2026, its #19 holding.
  • Briaud Financial Planning first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 26 quarters since.
  • Briaud Financial Planning's Air Products & Chemicals position peaked at $2.21M in Q3 2020.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.