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 Q3	–	Sell	-3,209	Closed	-$941K	–	80
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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fiduciary Planning's APD Position: Q3 2026 in Review

Fiduciary Planning sold out of Air Products & Chemicals (APD) in Q3 2026, closing a stake of 3,209 shares — an estimated $941K sold.

Fiduciary Planning first reported a position in APD in Q4 2019 and held it in 27 quarters. The position peaked at $986K in Q4 2022. 815 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Fiduciary Planning reported no remaining Air Products & Chemicals position as of Q3 2026 after selling out during the quarter.
Fiduciary Planning sold 3,209 Air Products & Chemicals shares in Q3 2026, an estimated $941K.
Fiduciary Planning first reported a position in Air Products & Chemicals in Q4 2019 and held it in 27 quarters.
Fiduciary Planning's Air Products & Chemicals position peaked at $986K in Q4 2022.
815 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.