CFCI
APD icon

Comprehensive Financial Consultants Institutional’s Air Products & Chemicals APD Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$5.06M Buy
17,268
+409
+2% +$119K 1.34% 18
2026
Q1 		$4.9M Buy
16,859
+293
+2% +$80.8K 1.46% 17
2025
Q4 		$4.09M Buy
16,566
+638
+4% +$162K 1.24% 24
2025
Q3 		$4.34M Buy
15,928
+547
+4% +$158K 1.35% 20
2025
Q2 		$4.34M Buy
15,381
+635
+4% +$174K 1.42% 17
2025
Q1 		$4.35M Buy
14,746
+119
+0.8% +$36.7K 1.55% 15
2024
Q4 		$4.24M Buy
14,627
+485
+3% +$152K 1.54% 12
2024
Q3 		$4.21M Sell
14,142
-260
-2% -$71.1K 1.54% 16
2024
Q2 		$3.72M Buy
14,402
+2,377
+20% +$603K 1.46% 19
2024
Q1 		$2.91M Buy
12,025
+1,113
+10% +$273K 1.21% 29
2023
Q4 		$2.99M Buy
10,912
+634
+6% +$174K 1.39% 21
2023
Q3 		$2.91M Buy
10,278
+684
+7% +$201K 1.53% 14
2023
Q2 		$2.87M Buy
9,594
+259
+3% +$73.8K 1.52% 14
2023
Q1 		$2.68M Buy
9,335
+595
+7% +$174K 1.52% 12
2022
Q4 		$2.71M Buy
8,740
+157
+2% +$44.2K 1.64% 10
2022
Q3 		$2.04M Buy
8,583
+800
+10% +$198K 1.34% 21
2022
Q2 		$1.8M Buy
7,783
+66
+0.9% +$16K 1.28% 20
2022
Q1 		$1.82M Buy
7,717
+535
+7% +$137K 1.27% 23
2021
Q4 		$1.73M Buy
+7,182
New +$2.11M 1.11% 26

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

Comprehensive Financial Consultants Institutional's APD Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Air Products & Chemicals (APD) stake by 2.4% in Q2 2026, buying an estimated $119K and bringing the position to 17,268 shares worth $5.06M. The position accounts for 1.34% of the portfolio, ranked #18.

Comprehensive Financial Consultants Institutional first reported a position in APD in Q4 2021 and has held it in 19 quarters since. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 17,268 shares of Air Products & Chemicals worth $5.06M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 409 Air Products & Chemicals shares in Q2 2026, an estimated $119K.
  • Air Products & Chemicals made up 1.34% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #18 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 19 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.