BFC Planning, Inc.’s Air Products & Chemicals APD Stock Holding History

BFC Planning, Inc.’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	$244K	Sell	833 -9,524	-92%	-$2.77M	0.01%	862
2026 Q1	$3.01M	Buy	10,357 +1,319	+15%	+$364K	0.13%	154
2025 Q4	$2.23M	Buy	9,038 +7,600	+529%	+$1.93M	0.1%	196
2025 Q3	$392K	Sell	1,438 -92	-6%	-$26.6K	0.03%	451
2025 Q2	$432K	Sell	1,530 -228	-13%	-$62.4K	0.03%	396
2025 Q1	$519K	Buy	1,758 +11	+0.6%	+$3.39K	0.05%	325
2024 Q4	$508K	Buy	+1,747	New	+$549K	0.04%	336

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFC Planning, Inc.'s APD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Air Products & Chemicals (APD) stake by 92% in Q2 2026, selling an estimated $2.77M and leaving 833 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #862.

BFC Planning, Inc. first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q1 2026. 1,782 funds tracked by Wall St. Rank hold APD as of Q2 2026.

BFC Planning, Inc. held 833 shares of Air Products & Chemicals worth $244K as of Q2 2026.
BFC Planning, Inc. sold 9,524 Air Products & Chemicals shares in Q2 2026, an estimated $2.77M.
Air Products & Chemicals made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #862 holding.
BFC Planning, Inc. first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Air Products & Chemicals position peaked at $3.01M in Q1 2026.
1,782 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.