CFFP
APD icon

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

Center for 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 		$586K Sell
1,999
-5
-0.2% -$1.45K 0.05% 103
2026
Q1 		$582K Buy
2,004
+70
+4% +$19.3K 0.06% 101
2025
Q4 		$478K Sell
1,934
-66
-3% -$16.7K 0.05% 108
2025
Q3 		$545K Buy
2,000
+98
+5% +$28.4K 0.06% 102
2025
Q2 		$536K Buy
1,902
+32
+2% +$8.76K 0.06% 99
2025
Q1 		$552K Buy
1,870
+131
+8% +$40.4K 0.07% 92
2024
Q4 		$504K Buy
1,739
+3
+0.2% +$942 0.07% 93
2024
Q3 		$517K Sell
1,736
-323
-16% -$88.3K 0.07% 87
2024
Q2 		$531K Buy
2,059
+47
+2% +$11.9K 0.08% 85
2024
Q1 		$487K Sell
2,012
-17
-0.8% -$4.17K 0.07% 91
2023
Q4 		$556K Buy
2,029
+11
+0.5% +$3.02K 0.1% 76
2023
Q3 		$572K Buy
2,018
+72
+4% +$21.1K 0.12% 70
2023
Q2 		$583K Buy
1,946
+28
+1% +$7.97K 0.12% 72
2023
Q1 		$551K Buy
1,918
+19
+1% +$5.54K 0.13% 71
2022
Q4 		$585K Buy
1,899
+159
+9% +$44.8K 0.14% 67
2022
Q3 		$405K Buy
1,740
+120
+7% +$29.7K 0.11% 80
2022
Q2 		$390K Sell
1,620
-78
-5% -$19K 0.1% 84
2022
Q1 		$424K Buy
1,698
+48
+3% +$12.3K 0.09% 87
2021
Q4 		$502K Buy
1,650
+63
+4% +$18.5K 0.1% 82
2021
Q3 		$406K Sell
1,587
-33
-2% -$9.13K 0.1% 85
2021
Q2 		$466K Buy
1,620
+4
+0.2% +$1.17K 0.11% 82
2021
Q1 		$455K Buy
1,616
+194
+14% +$52.7K 0.12% 79
2020
Q4 		$389K Buy
1,422
+100
+8% +$28.2K 0.11% 78
2020
Q3 		$394K Buy
1,322
+17
+1% +$4.89K 0.13% 74
2020
Q2 		$315K Buy
1,305
+28
+2% +$6.39K 0.11% 82
2020
Q1 		$255K Buy
1,277
+55
+5% +$12.5K 0.09% 94
2019
Q4 		$287K Buy
+1,222
New +$276K 0.07% 95

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

Center for Financial Planning's APD Position: Q2 2026 in Review

Center for Financial Planning reduced its Air Products & Chemicals (APD) stake by 0.25% in Q2 2026, selling an estimated $1.45K and leaving 1,999 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #103.

Center for Financial Planning first reported a position in APD in Q4 2019 and has held it in 27 quarters since. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Center for Financial Planning held 1,999 shares of Air Products & Chemicals worth $586K as of Q2 2026.
  • Center for Financial Planning sold 5 Air Products & Chemicals shares in Q2 2026, an estimated $1.45K.
  • Air Products & Chemicals made up 0.05% of Center for Financial Planning's portfolio in Q2 2026, its #103 holding.
  • Center for Financial Planning first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 27 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.