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Journey Retirement Planning & Investment Management’s Air Products & Chemicals APD Stock Holding History

Journey Retirement Planning & Investment Management’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 		$914K Buy
3,116
+63
+2% +$18.3K 0.71% 32
2026
Q1 		$887K Sell
3,053
-8,331
-73% -$2.3M 0.78% 37
2025
Q4 		$2.81M Buy
+11,384
New +$2.89M 0.58% 43

Other funds holding APD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Journey Retirement Planning & Investment Management's APD Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Air Products & Chemicals (APD) stake by 2.1% in Q2 2026, buying an estimated $18.3K and bringing the position to 3,116 shares worth $914K. The position accounts for 0.71% of the portfolio, ranked #32.

Journey Retirement Planning & Investment Management first reported a position in APD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.81M in Q4 2025. 866 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,116 shares of Air Products & Chemicals worth $914K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 63 Air Products & Chemicals shares in Q2 2026, an estimated $18.3K.
  • Air Products & Chemicals made up 0.71% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #32 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Air Products & Chemicals position peaked at $2.81M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.