Fiduciary Planning’s Air Products & Chemicals APD Stock Holding History

Fiduciary Planning’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	$941K	Hold	3,209	–	–	0.25%	39
2026 Q1	$932K	Hold	3,209	–	–	0.28%	38
2025 Q4	$793K	Hold	3,209	–	–	0.24%	43
2025 Q3	$875K	Hold	3,209	–	–	0.27%	40
2025 Q2	$905K	Hold	3,209	–	–	0.3%	38
2025 Q1	$946K	Hold	3,209	–	–	0.31%	37
2024 Q4	$931K	Buy	3,209 +5	+0.2%	+$1.57K	0.3%	39
2024 Q3	$954K	Buy	3,204 +4	+0.1%	+$1.09K	0.32%	35
2024 Q2	$826K	Hold	3,200	–	–	0.3%	35
2024 Q1	$775K	Sell	3,200 -10	-0.3%	-$2.45K	0.29%	34
2023 Q4	$879K	Hold	3,210	–	–	0.37%	28
2023 Q3	$910K	Buy	3,210 +10	+0.3%	+$2.93K	0.43%	36
2023 Q2	$958K	Hold	3,200	–	–	0.44%	29
2023 Q1	$919K	Hold	3,200	–	–	0.44%	28
2022 Q4	$986K	Hold	3,200	–	–	0.48%	26
2022 Q3	$745K	Hold	3,200	–	–	0.38%	25
2022 Q2	$770K	Hold	3,200	–	–	0.38%	27
2022 Q1	$800K	Hold	3,200	–	–	0.44%	27
2021 Q4	$974K	Hold	3,200	–	–	0.55%	18
2021 Q3	$820K	Hold	3,200	–	–	0.44%	33
2021 Q2	$921K	Hold	3,200	–	–	0.8%	33
2021 Q1	$900K	Hold	3,200	–	–	1.36%	23
2020 Q4	$874K	Hold	3,200	–	–	1.23%	32
2020 Q3	$953K	Hold	3,200	–	–	1.57%	27
2020 Q2	$917K	Hold	3,200	–	–	2.02%	22
2020 Q1	$639K	Sell	3,200 -5	-0.2%	-$1.14K	1.2%	24
2019 Q4	$758K	Buy	+3,205	New	+$723K	0.7%	25

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Planning's APD Position: Q2 2026 in Review

Fiduciary Planning held its Air Products & Chemicals (APD) position steady in Q2 2026 at 3,209 shares worth $941K. The position accounts for 0.25% of the portfolio, ranked #39.

Fiduciary Planning first reported a position in APD in Q4 2019 and has held it in 27 quarters since. The position peaked at $986K in Q4 2022. 1,773 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Fiduciary Planning held 3,209 shares of Air Products & Chemicals worth $941K as of Q2 2026.
Fiduciary Planning left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.25% of Fiduciary Planning's portfolio in Q2 2026, its #39 holding.
Fiduciary Planning first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 27 quarters since.
Fiduciary Planning's Air Products & Chemicals position peaked at $986K in Q4 2022.
1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.