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Financial Life Planners’s Air Products & Chemicals APD Stock Holding History

Financial Life Planners’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
2025
Q4 		– Sell
-110
Closed -$29.9K – 77
2025
Q3 		$29.9K Buy
+110
New +$31.8K 0.02% 167
2025
Q1 		– Sell
-108
Closed -$31.2K – 102
2024
Q4 		$31.2K Buy
+108
New +$33.9K 0.03% 164

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Financial Life Planners's APD Position: Q4 2025 in Review

Financial Life Planners sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 110 shares — an estimated $29.9K sold.

Financial Life Planners first reported a position in APD in Q4 2024 and held it in 2 quarters. The position peaked at $31.2K in Q4 2024. 1,664 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • Financial Life Planners reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
  • Financial Life Planners sold 110 Air Products & Chemicals shares in Q4 2025, an estimated $29.9K.
  • Financial Life Planners first reported a position in Air Products & Chemicals in Q4 2024 and held it in 2 quarters.
  • Financial Life Planners's Air Products & Chemicals position peaked at $31.2K in Q4 2024.
  • 1,664 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.