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J.W. Burns & Co’s Air Products & Chemicals APD Stock Holding History

J.W. Burns & Co’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 		$300K Hold
1,023
– – 0.03% 163
2026
Q1 		$297K Hold
1,023
– – 0.03% 158
2025
Q4 		$253K Hold
1,023
– – 0.03% 165
2025
Q3 		$279K Hold
1,023
– – 0.03% 165
2025
Q2 		$289K Hold
1,023
– – 0.04% 163
2025
Q1 		$302K Hold
1,023
– – 0.04% 154
2024
Q4 		$297K Buy
+1,023
New +$321K 0.04% 159

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Burns & Co's APD Position: Q2 2026 in Review

J.W. Burns & Co held its Air Products & Chemicals (APD) position steady in Q2 2026 at 1,023 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #163.

J.W. Burns & Co first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $302K in Q1 2025. 307 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • J.W. Burns & Co held 1,023 shares of Air Products & Chemicals worth $300K as of Q2 2026.
  • J.W. Burns & Co left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #163 holding.
  • J.W. Burns & Co first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
  • J.W. Burns & Co's Air Products & Chemicals position peaked at $302K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.