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

Delta 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 		$2.45M Buy
8,365
+5
+0.1% +$1.45K 0.58% 52
2026
Q1 		$2.43M Buy
8,360
+86
+1% +$23.7K 0.63% 51
2025
Q4 		$2.04M Sell
8,274
-199
-2% -$50.4K 0.53% 53
2025
Q3 		$2.31M Buy
8,473
+56
+0.7% +$16.2K 0.65% 43
2025
Q2 		$2.37M Buy
8,417
+61
+0.7% +$16.7K 0.83% 38
2025
Q1 		$2.46M Sell
8,356
-105
-1% -$32.4K 0.93% 38
2024
Q4 		$2.45M Sell
8,461
-56
-0.7% -$17.6K 0.91% 37
2024
Q3 		$2.54M Buy
8,517
+619
+8% +$169K 0.92% 40
2024
Q2 		$2.04M Sell
7,898
-93
-1% -$23.6K 0.79% 41
2024
Q1 		$1.94M Buy
7,991
+998
+14% +$245K 0.77% 43
2023
Q4 		$1.91M Sell
6,993
-148
-2% -$40.7K 0.83% 39
2023
Q3 		$2.02M Sell
7,141
-13
-0.2% -$3.81K 0.91% 36
2023
Q2 		$2.14M Sell
7,154
-74
-1% -$21.1K 0.95% 34
2023
Q1 		$2.08M Sell
7,228
-134
-2% -$39.1K 1% 35
2022
Q4 		$2.27M Buy
7,362
+6
+0.1% +$1.69K 1.1% 34
2022
Q3 		$1.71M Buy
7,356
+7
+0.1% +$1.73K 0.91% 43
2022
Q2 		$1.77M Buy
7,349
+37
+0.5% +$9K 0.88% 42
2022
Q1 		$1.83M Buy
7,312
+376
+5% +$96.6K 0.78% 46
2021
Q4 		$2.11M Buy
6,936
+15
+0.2% +$4.4K 0.86% 43
2021
Q3 		$1.77M Sell
6,921
-25
-0.4% -$6.92K 0.79% 48
2021
Q2 		$2M Buy
6,946
+75
+1% +$22K 0.88% 40
2021
Q1 		$1.93M Buy
6,871
+19
+0.3% +$5.17K 0.9% 43
2020
Q4 		$1.87M Buy
6,852
+4
+0.1% +$1.13K 0.94% 38
2020
Q3 		$2.04M Sell
6,848
-585
-8% -$168K 1.13% 28
2020
Q2 		$1.79M Sell
7,433
-172
-2% -$39.3K 1.06% 32
2020
Q1 		$1.52M Sell
7,605
-2,424
-24% -$552K 1.04% 34
2019
Q4 		$2.36M Sell
10,029
-252
-2% -$56.9K 0.92% 44
2019
Q3 		$2.28M Sell
10,281
-16
-0.2% -$3.6K 0.92% 44
2019
Q2 		$2.33M Buy
+10,297
New +$2.13M 0.96% 43

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

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

Delta Financial Advisors increased its Air Products & Chemicals (APD) stake by 0.06% in Q2 2026, buying an estimated $1.45K and bringing the position to 8,365 shares worth $2.45M. The position accounts for 0.58% of the portfolio, ranked #52.

Delta Financial Advisors first reported a position in APD in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.54M in Q3 2024. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Delta Financial Advisors held 8,365 shares of Air Products & Chemicals worth $2.45M as of Q2 2026.
  • Delta Financial Advisors bought 5 Air Products & Chemicals shares in Q2 2026, an estimated $1.45K.
  • Air Products & Chemicals made up 0.58% of Delta Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Delta Financial Advisors first reported a position in Air Products & Chemicals in Q2 2019 and has held it in 29 quarters since.
  • Delta Financial Advisors's Air Products & Chemicals position peaked at $2.54M in Q3 2024.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.