Global Financial Private Client’s Air Products & Chemicals APD Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-224	Closed	-$66.1K	–	307
2025 Q1	$66.1K	Buy	224 +9	+4%	+$2.78K	0.03%	305
2024 Q4	$62.4K	Buy	215 +5	+2%	+$1.57K	0.02%	307
2024 Q3	$62.5K	Buy	210 +14	+7%	+$3.83K	0.02%	309
2024 Q2	$50.6K	Hold	196	–	–	0.02%	298
2024 Q1	$47.7K	Buy	196 +33	+20%	+$8.09K	0.02%	308
2023 Q4	$44.6K	Hold	163	–	–	0.02%	308
2023 Q3	$45.5K	Hold	163	–	–	0.02%	295
2023 Q2	$48.4K	Hold	163	–	–	0.02%	293
2023 Q1	$47.1K	Hold	163	–	–	0.02%	288
2022 Q4	$50.2K	Hold	163	–	–	0.03%	273
2022 Q3	$38.8K	Hold	163	–	–	0.02%	290
2022 Q2	$39.6K	Hold	163	–	–	0.02%	280
2022 Q1	$40.6K	Hold	163	–	–	0.02%	286
2021 Q4	$49.6K	Buy	163 +160	+5,333%	+$47K	0.02%	269
2021 Q3	$772	Hold	3	–	–	﹤0.01%	546
2021 Q2	$866	Hold	3	–	–	﹤0.01%	545
2021 Q1	$855	Hold	3	–	–	﹤0.01%	516
2020 Q4	$820	Buy	+3	New	+$845	﹤0.01%	501

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Global Financial Private Client's APD Position: Q2 2025 in Review

Global Financial Private Client sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 224 shares — an estimated $66.1K sold.

Global Financial Private Client first reported a position in APD in Q4 2020 and held it in 18 quarters. The position peaked at $66.1K in Q1 2025. 1,750 funds tracked by Wall St. Rank hold APD as of Q2 2025.

Global Financial Private Client reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 224 Air Products & Chemicals shares in Q2 2025, an estimated $66.1K.
Global Financial Private Client first reported a position in Air Products & Chemicals in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Air Products & Chemicals position peaked at $66.1K in Q1 2025.
1,750 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.