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Independent Financial Group’s Air Products & Chemicals APD Stock Holding History

Independent Financial Group’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 		$265K Buy
904
+104
+13% +$30.2K 0.01% 1318
2026
Q1 		$232K Buy
+800
New +$221K 0.01% 1301
2025
Q4 		– Sell
-1,129
Closed -$308K – 1410
2025
Q3 		$308K Sell
1,129
-108
-9% -$31.3K 0.01% 1080
2025
Q2 		$349K Buy
1,237
+242
+24% +$66.2K 0.01% 950
2025
Q1 		$293K Buy
995
+144
+17% +$44.4K 0.01% 943
2024
Q4 		$247K Buy
851
+139
+20% +$43.6K 0.01% 979
2024
Q3 		$212K Buy
+712
New +$195K 0.01% 1048

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 Financial Group's APD Position: Q2 2026 in Review

Independent Financial Group increased its Air Products & Chemicals (APD) stake by 13% in Q2 2026, buying an estimated $30.2K and bringing the position to 904 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #1318.

Independent Financial Group first reported a position in APD in Q3 2024 and has held it in 7 quarters since. The position peaked at $349K in Q2 2025. 1,692 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Independent Financial Group held 904 shares of Air Products & Chemicals worth $265K as of Q2 2026.
  • Independent Financial Group bought 104 Air Products & Chemicals shares in Q2 2026, an estimated $30.2K.
  • Air Products & Chemicals made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1318 holding.
  • Independent Financial Group first reported a position in Air Products & Chemicals in Q3 2024 and has held it in 7 quarters since.
  • Independent Financial Group's Air Products & Chemicals position peaked at $349K in Q2 2025.
  • 1,692 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.