C1AG
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Client 1st Advisory Group’s Air Products & Chemicals APD Stock Holding History

Client 1st Advisory Group’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 		$260K Buy
886
+37
+4% +$10.8K 0.07% 125
2026
Q1 		$247K Buy
849
+12
+1% +$3.31K 0.07% 123
2025
Q4 		$207K Hold
837
– – 0.06% 139
2025
Q3 		$228K Buy
+837
New +$242K 0.08% 120

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Client 1st Advisory Group's APD Position: Q2 2026 in Review

Client 1st Advisory Group increased its Air Products & Chemicals (APD) stake by 4.4% in Q2 2026, buying an estimated $10.8K and bringing the position to 886 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #125.

Client 1st Advisory Group first reported a position in APD in Q3 2025 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Client 1st Advisory Group held 886 shares of Air Products & Chemicals worth $260K as of Q2 2026.
  • Client 1st Advisory Group bought 37 Air Products & Chemicals shares in Q2 2026, an estimated $10.8K.
  • Air Products & Chemicals made up 0.07% of Client 1st Advisory Group's portfolio in Q2 2026, its #125 holding.
  • Client 1st Advisory Group first reported a position in Air Products & Chemicals in Q3 2025 and has held it in 4 quarters since.
  • 368 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.