FFM
APD icon

Forum Financial Management’s Air Products & Chemicals APD Stock Holding History

Forum Financial Management’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 		$998K Buy
3,404
+43
+1% +$12.5K 0.01% 132
2026
Q1 		$976K Sell
3,361
-2,611
-44% -$720K 0.01% 128
2025
Q4 		$1.48M Sell
5,972
-468
-7% -$119K 0.02% 175
2025
Q3 		$1.76M Buy
6,440
+572
+10% +$166K 0.02% 148
2025
Q2 		$1.66M Buy
5,868
+394
+7% +$108K 0.03% 147
2025
Q1 		$1.61M Buy
+5,474
New +$1.69M 0.03% 141
2024
Q4 		– Sell
-1,874
Closed -$558K – 913
2024
Q3 		$558K Sell
1,874
-14
-0.7% -$3.83K 0.01% 302
2024
Q2 		$487K Hold
1,888
– – 0.01% 316
2024
Q1 		$457K Buy
1,888
+18
+1% +$4.41K 0.01% 353
2023
Q4 		$512K Buy
1,870
+355
+23% +$97.6K 0.01% 283
2023
Q3 		$429K Hold
1,515
– – 0.01% 319
2023
Q2 		$454K Buy
1,515
+204
+16% +$58.1K 0.01% 313
2023
Q1 		$377K Buy
1,311
+8
+0.6% +$2.33K 0.01% 335
2022
Q4 		$402K Sell
1,303
-7
-0.5% -$1.97K 0.01% 307
2022
Q3 		$305K Hold
1,310
– – 0.01% 335
2022
Q2 		$315K Sell
1,310
-172
-12% -$41.8K 0.02% 341
2022
Q1 		$370K Buy
1,482
+120
+9% +$30.8K 0.02% 309
2021
Q4 		$414K Buy
+1,362
New +$400K 0.02% 294

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Forum Financial Management's APD Position: Q2 2026 in Review

Forum Financial Management increased its Air Products & Chemicals (APD) stake by 1.3% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,404 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #132.

Forum Financial Management first reported a position in APD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.76M in Q3 2025. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Forum Financial Management held 3,404 shares of Air Products & Chemicals worth $998K as of Q2 2026.
  • Forum Financial Management bought 43 Air Products & Chemicals shares in Q2 2026, an estimated $12.5K.
  • Air Products & Chemicals made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #132 holding.
  • Forum Financial Management first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Air Products & Chemicals position peaked at $1.76M in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.