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Colton Groome Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Colton Groome Financial Advisors’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 		$541K Buy
1,944
+181
+10% +$53.8K 0.13% 88
2026
Q2 		$517K Buy
1,763
+184
+12% +$53.5K 0.13% 97
2026
Q1 		$459K Buy
1,579
+175
+12% +$48.3K 0.13% 86
2025
Q4 		$347K Sell
1,404
-365
-21% -$92.5K 0.1% 100
2025
Q3 		$482K Buy
1,769
+40
+2% +$11.6K 0.15% 83
2025
Q2 		$488K Buy
1,729
+205
+13% +$56.1K 0.17% 81
2025
Q1 		$413K Buy
+1,524
New +$470K 0.16% 83

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Colton Groome Financial Advisors's APD Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Air Products & Chemicals (APD) stake by 10% in Q3 2026, buying an estimated $53.8K and bringing the position to 1,944 shares worth $541K. The position accounts for 0.13% of the portfolio, ranked #88.

Colton Groome Financial Advisors first reported a position in APD in Q1 2025 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Colton Groome Financial Advisors held 1,944 shares of Air Products & Chemicals worth $541K as of Q3 2026.
  • Colton Groome Financial Advisors bought 181 Air Products & Chemicals shares in Q3 2026, an estimated $53.8K.
  • Air Products & Chemicals made up 0.13% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #88 holding.
  • Colton Groome Financial Advisors first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 7 quarters since.
  • 89 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.