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Forvis Mazars Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Forvis Mazars Wealth 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 		$204K Sell
697
-7
-1% -$2.04K ﹤0.01% 428
2026
Q1 		$205K Buy
+704
New +$194K ﹤0.01% 395
2025
Q4 		– Sell
-764
Closed -$208K – 406
2025
Q3 		$208K Buy
+764
New +$221K ﹤0.01% 393
2025
Q2 		– Sell
-732
Closed -$216K – 397
2025
Q1 		$216K Buy
+732
New +$226K 0.01% 376
2023
Q4 		– Sell
-868
Closed -$246K – 385
2023
Q3 		$246K Sell
868
-90
-9% -$26.4K 0.01% 352
2023
Q2 		$287K Sell
958
-98
-9% -$27.9K 0.01% 363
2023
Q1 		$303K Buy
1,056
+64
+6% +$18.7K 0.01% 332
2022
Q4 		$306K Buy
992
+125
+14% +$35.2K 0.01% 320
2022
Q3 		$202K Sell
867
-100
-10% -$24.8K 0.01% 373
2022
Q2 		$233K Buy
967
+2
+0.2% +$486 0.01% 354
2022
Q1 		$241K Hold
965
– – 0.01% 271
2021
Q4 		$294K Sell
965
-200
-17% -$58.7K 0.01% 231
2021
Q3 		$298K Buy
+1,165
New +$322K 0.01% 221
2021
Q1 		– Sell
-926
Closed -$253K – 278
2020
Q4 		$253K Sell
926
-146
-14% -$41.1K 0.01% 315
2020
Q3 		$319K Buy
1,072
+3
+0.3% +$863 0.02% 249
2020
Q2 		$258K Buy
+1,069
New +$244K 0.02% 264
2020
Q1 		– Sell
-1,023
Closed -$240K – 284
2019
Q4 		$240K Buy
1,023
+84
+9% +$19K 0.02% 261
2019
Q3 		$208K Buy
939
+11
+1% +$2.48K 0.02% 248
2019
Q2 		$210K Buy
+928
New +$192K 0.02% 248

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

Forvis Mazars Wealth Advisors's APD Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 0.99% in Q2 2026, selling an estimated $2.04K and leaving 697 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Forvis Mazars Wealth Advisors first reported a position in APD in Q2 2019 and has held it in 19 quarters since. The position peaked at $319K in Q3 2020. 1,775 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 697 shares of Air Products & Chemicals worth $204K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 7 Air Products & Chemicals shares in Q2 2026, an estimated $2.04K.
  • Air Products & Chemicals made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #428 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2019 and has held it in 19 quarters since.
  • Forvis Mazars Wealth Advisors's Air Products & Chemicals position peaked at $319K in Q3 2020.
  • 1,775 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.