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

CWS 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
Q2 		$395K Buy
1,349
+327
+32% +$95.1K 0.09% 110
2026
Q1 		$297K Buy
1,022
+52
+5% +$14.3K 0.08% 121
2025
Q4 		$240K Buy
970
+179
+23% +$45.4K 0.07% 136
2025
Q3 		$216K Hold
791
– – 0.06% 135
2025
Q2 		$223K Sell
791
-6
-0.8% -$1.64K 0.06% 128
2025
Q1 		$235K Hold
797
– – 0.07% 122
2024
Q4 		$231K Hold
797
– – 0.07% 118
2024
Q3 		$237K Buy
+797
New +$218K 0.08% 105
2024
Q1 		– Sell
-1,224
Closed -$335K – 108
2023
Q4 		$335K Sell
1,224
-172
-12% -$47.3K 0.13% 113
2023
Q3 		$396K Sell
1,396
-79
-5% -$23.2K 0.16% 102
2023
Q2 		$442K Hold
1,475
– – 0.17% 95
2023
Q1 		$424K Sell
1,475
-66
-4% -$19.3K 0.17% 96
2022
Q4 		$434K Sell
1,541
-38
-2% -$10.7K 0.19% 84
2022
Q3 		$367K Buy
1,579
+5
+0.3% +$1.24K 0.18% 94
2022
Q2 		$379K Buy
1,574
+8
+0.5% +$1.95K 0.17% 94
2022
Q1 		$391K Sell
1,566
-18
-1% -$4.63K 0.15% 99
2021
Q4 		$482K Buy
+1,584
New +$465K 0.17% 92
2021
Q2 		$452K Buy
1,571
+30
+2% +$8.81K 0.18% 85
2021
Q1 		$434K Buy
1,541
+19
+1% +$5.17K 0.19% 84
2020
Q4 		$416K Sell
1,522
-6
-0.4% -$1.69K 0.24% 78
2020
Q3 		$455K Sell
1,528
-11
-0.7% -$3.16K 0.3% 68
2020
Q2 		$372K Buy
1,539
+630
+69% +$144K 0.27% 78
2020
Q1 		$214K Hold
909
– – 0.16% 114
2019
Q4 		$214K Buy
+909
New +$205K 0.16% 114

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

CWS Financial Advisors's APD Position: Q2 2026 in Review

CWS Financial Advisors increased its Air Products & Chemicals (APD) stake by 32% in Q2 2026, buying an estimated $95.1K and bringing the position to 1,349 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #110.

CWS Financial Advisors first reported a position in APD in Q4 2019 and has held it in 24 quarters since. The position peaked at $482K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • CWS Financial Advisors held 1,349 shares of Air Products & Chemicals worth $395K as of Q2 2026.
  • CWS Financial Advisors bought 327 Air Products & Chemicals shares in Q2 2026, an estimated $95.1K.
  • Air Products & Chemicals made up 0.09% of CWS Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • CWS Financial Advisors first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 24 quarters since.
  • CWS Financial Advisors's Air Products & Chemicals position peaked at $482K in Q4 2021.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.