IAA
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Independent Advisor Alliance’s Air Products & Chemicals APD Stock Holding History

Independent Advisor Alliance’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 		$1.52M Sell
5,170
-357
-6% -$104K 0.04% 339
2026
Q1 		$1.61M Sell
5,527
-81
-1% -$22.3K 0.02% 630
2025
Q4 		$1.39M Sell
5,608
-47
-0.8% -$11.9K 0.03% 381
2025
Q3 		$1.54M Buy
5,655
+103
+2% +$29.8K 0.04% 349
2025
Q2 		$1.57M Buy
5,552
+62
+1% +$17K 0.05% 327
2025
Q1 		$1.62M Sell
5,490
-212
-4% -$65.4K 0.05% 289
2024
Q4 		$1.65M Buy
5,702
+636
+13% +$200K 0.02% 570
2024
Q3 		$1.51M Sell
5,066
-5,182
-51% -$1.42M 0.05% 264
2024
Q2 		$2.64M Sell
10,248
-2,571
-20% -$652K 0.09% 183
2024
Q1 		$3.11M Sell
12,819
-3,172
-20% -$777K 0.11% 165
2023
Q4 		$4.38M Buy
15,991
+926
+6% +$255K 0.16% 113
2023
Q3 		$4.27M Sell
15,065
-182
-1% -$53.4K 0.19% 96
2023
Q2 		$4.57M Buy
15,247
+1,028
+7% +$293K 0.2% 96
2023
Q1 		$4.08M Buy
14,219
+512
+4% +$149K 0.2% 100
2022
Q4 		$4.22K Sell
13,707
-64
-0.5% -$18K ﹤0.01% 199
2022
Q3 		$3.21M Buy
13,771
+1,725
+14% +$427K 0.19% 111
2022
Q2 		$2.9M Buy
12,046
+522
+5% +$127K 0.16% 123
2022
Q1 		$2.88M Buy
11,524
+784
+7% +$201K 0.14% 132
2021
Q4 		$3.27M Buy
10,740
+991
+10% +$291K 0.16% 114
2021
Q3 		$2.5M Buy
9,749
+671
+7% +$186K 0.14% 135
2021
Q2 		$2.61M Buy
9,078
+560
+7% +$164K 0.14% 144
2021
Q1 		$2.4M Buy
8,518
+5,098
+149% +$1.39M 0.14% 137
2020
Q4 		$934K Sell
3,420
-15,167
-82% -$4.27M 0.06% 223
2020
Q3 		$5.54M Buy
+18,587
New +$5.35M 0.42% 65

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Independent Advisor Alliance's APD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Air Products & Chemicals (APD) stake by 6.5% in Q2 2026, selling an estimated $104K and leaving 5,170 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #339.

Independent Advisor Alliance first reported a position in APD in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.54M in Q3 2020. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Independent Advisor Alliance held 5,170 shares of Air Products & Chemicals worth $1.52M as of Q2 2026.
  • Independent Advisor Alliance sold 357 Air Products & Chemicals shares in Q2 2026, an estimated $104K.
  • Air Products & Chemicals made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #339 holding.
  • Independent Advisor Alliance first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Air Products & Chemicals position peaked at $5.54M in Q3 2020.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.