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Carson Advisory’s Air Products & Chemicals APD Stock Holding History

Carson Advisory’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 		$266K Buy
906
+4
+0.4% +$1.16K 0.12% 164
2026
Q1 		$262K Sell
902
-25
-3% -$6.89K 0.14% 152
2025
Q4 		$229K Buy
927
+6
+0.7% +$1.52K 0.12% 166
2025
Q3 		$251K Sell
921
-54
-6% -$15.6K 0.14% 149
2025
Q2 		$275K Buy
975
+22
+2% +$6.02K 0.17% 126
2025
Q1 		$281K Buy
953
+1
+0.1% +$308 0.19% 125
2024
Q4 		$276K Sell
952
-41
-4% -$12.9K 0.19% 126
2024
Q3 		$296K Sell
993
-1
-0.1% -$273 0.19% 129
2024
Q2 		$256K Buy
994
+64
+7% +$16.2K 0.18% 133
2024
Q1 		$225K Buy
930
+20
+2% +$4.9K 0.16% 152
2023
Q4 		$249K Sell
910
-203
-18% -$55.8K 0.19% 128
2023
Q3 		$315K Sell
1,113
-15
-1% -$4.4K 0.28% 99
2023
Q2 		$338K Sell
1,128
-4
-0.4% -$1.14K 0.29% 99
2023
Q1 		$325K Sell
1,132
-59
-5% -$17.2K 0.29% 93
2022
Q4 		$367K Sell
1,191
-20
-2% -$5.64K 0.35% 75
2022
Q3 		$282K Buy
1,211
+368
+44% +$91.1K 0.31% 84
2022
Q2 		$203K Buy
843
+1
+0.1% +$243 0.23% 115
2022
Q1 		$211K Buy
842
+3
+0.4% +$771 0.21% 122
2021
Q4 		$255K Buy
+839
New +$246K 0.26% 103

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

Carson Advisory's APD Position: Q2 2026 in Review

Carson Advisory increased its Air Products & Chemicals (APD) stake by 0.44% in Q2 2026, buying an estimated $1.16K and bringing the position to 906 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #164.

Carson Advisory first reported a position in APD in Q4 2021 and has held it in 19 quarters since. The position peaked at $367K in Q4 2022. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Carson Advisory held 906 shares of Air Products & Chemicals worth $266K as of Q2 2026.
  • Carson Advisory bought 4 Air Products & Chemicals shares in Q2 2026, an estimated $1.16K.
  • Air Products & Chemicals made up 0.12% of Carson Advisory's portfolio in Q2 2026, its #164 holding.
  • Carson Advisory first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Air Products & Chemicals position peaked at $367K in Q4 2022.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.