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Garton & Associates Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Garton & Associates Financial 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 		– Sell
-794
Closed -$231K – 28
2026
Q1 		$231K Sell
794
-115
-13% -$31.7K 0.19% 101
2025
Q4 		$225K Buy
+909
New +$230K 0.13% 128

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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

Garton & Associates Financial Advisors's APD Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 794 shares — an estimated $231K sold.

Garton & Associates Financial Advisors first reported a position in APD in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q1 2026. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 794 Air Products & Chemicals shares in Q2 2026, an estimated $231K.
  • Garton & Associates Financial Advisors first reported a position in Air Products & Chemicals in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Air Products & Chemicals position peaked at $231K in Q1 2026.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.