JWA
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JFS Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

JFS Wealth 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 		$58.3K Sell
199
-35
-15% -$10.2K ﹤0.01% 519
2026
Q1 		$68K Sell
234
-19
-8% -$5.24K ﹤0.01% 458
2025
Q4 		$62.5K Buy
253
+21
+9% +$5.32K ﹤0.01% 475
2025
Q3 		$63.3K Sell
232
-2
-0.9% -$579 ﹤0.01% 473
2025
Q2 		$66K Sell
234
-662
-74% -$181K ﹤0.01% 427
2025
Q1 		$264K Buy
896
+12
+1% +$3.7K 0.02% 275
2024
Q4 		$256K Buy
884
+152
+21% +$47.7K 0.02% 269
2024
Q3 		$218K Buy
732
+603
+467% +$165K 0.01% 278
2024
Q2 		$33.3K Sell
129
-66
-34% -$16.7K ﹤0.01% 491
2024
Q1 		$47.2K Sell
195
-20
-9% -$4.9K ﹤0.01% 434
2023
Q4 		$58.9K Buy
215
+87
+68% +$23.9K 0.01% 382
2023
Q3 		$36.3K Buy
128
+12
+10% +$3.52K ﹤0.01% 414
2023
Q2 		$34.7K Hold
116
– – ﹤0.01% 425
2023
Q1 		$33.3K Sell
116
-4
-3% -$1.17K ﹤0.01% 428
2022
Q4 		$37K Buy
120
+17
+17% +$4.79K ﹤0.01% 407
2022
Q3 		$24K Buy
103
+6
+6% +$1.49K ﹤0.01% 524
2022
Q2 		$23K Buy
97
+15
+18% +$3.65K ﹤0.01% 555
2022
Q1 		$20K Sell
82
-22
-21% -$5.65K ﹤0.01% 603
2021
Q4 		$32K Buy
104
+16
+18% +$4.7K ﹤0.01% 491
2021
Q3 		$23K Buy
88
+18
+26% +$4.98K ﹤0.01% 519
2021
Q2 		$20K Hold
70
– – ﹤0.01% 367
2021
Q1 		$20K Hold
70
– – ﹤0.01% 336
2020
Q4 		$19K Hold
70
– – ﹤0.01% 334
2020
Q3 		$21K Hold
70
– – 0.01% 309
2020
Q2 		$17K Hold
70
– – ﹤0.01% 321
2020
Q1 		$14K Hold
70
– – ﹤0.01% 303
2019
Q4 		$16K Buy
70
+18
+35% +$4.06K ﹤0.01% 327
2019
Q3 		$12K Hold
52
– – ﹤0.01% 355
2019
Q2 		$12K Hold
52
– – ﹤0.01% 349
2019
Q1 		$10K Hold
52
– – ﹤0.01% 352
2018
Q4 		$8K Hold
52
– – ﹤0.01% 360
2018
Q3 		$9K Hold
52
– – ﹤0.01% 414
2018
Q2 		$8K Buy
52
+41
+373% +$6.71K ﹤0.01% 381
2018
Q1 		$2K Hold
11
– – ﹤0.01% 471
2017
Q4 		$2K Buy
+11
New +$1.75K ﹤0.01% 478
2016
Q2 		– Sell
-25
Closed -$3K – 507
2016
Q1 		$3K Buy
+25
New +$3.02K ﹤0.01% 475

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

JFS Wealth Advisors's APD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 15% in Q2 2026, selling an estimated $10.2K and leaving 199 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

JFS Wealth Advisors first reported a position in APD in Q1 2016 and has held it in 36 quarters since. The position peaked at $264K in Q1 2025. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • JFS Wealth Advisors held 199 shares of Air Products & Chemicals worth $58.3K as of Q2 2026.
  • JFS Wealth Advisors sold 35 Air Products & Chemicals shares in Q2 2026, an estimated $10.2K.
  • Air Products & Chemicals made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #519 holding.
  • JFS Wealth Advisors first reported a position in Air Products & Chemicals in Q1 2016 and has held it in 36 quarters since.
  • JFS Wealth Advisors's Air Products & Chemicals position peaked at $264K in Q1 2025.
  • 547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.