Forvis Mazars Wealth Advisors
APD icon

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
Q3 		$207K Buy
744
+47
+7% +$14K ﹤0.01% 423
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

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Forvis Mazars Wealth Advisors's APD Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Air Products & Chemicals (APD) stake by 6.7% in Q3 2026, buying an estimated $14K and bringing the position to 744 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Forvis Mazars Wealth Advisors first reported a position in APD in Q2 2019 and has held it in 20 quarters since. The position peaked at $319K in Q3 2020. 1,321 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 744 shares of Air Products & Chemicals worth $207K as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 47 Air Products & Chemicals shares in Q3 2026, an estimated $14K.
  • Air Products & Chemicals made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #423 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2019 and has held it in 20 quarters since.
  • Forvis Mazars Wealth Advisors's Air Products & Chemicals position peaked at $319K in Q3 2020.
  • 1,321 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.