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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's APD Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Air Products & Chemicals (APD) in Q1 2026: 704 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in APD as recently as Q3 2025.

Forvis Mazars Wealth Advisors first reported a position in APD in Q2 2019 and has held it in 18 quarters since. The position peaked at $319K in Q3 2020. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 704 shares of Air Products & Chemicals worth $205K as of Q1 2026.
  • Air Products & Chemicals was a new Forvis Mazars Wealth Advisors position in Q1 2026.
  • Air Products & Chemicals made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #395 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2019 and has held it in 18 quarters since.
  • Forvis Mazars Wealth Advisors's Air Products & Chemicals position peaked at $319K in Q3 2020.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.