Key Financial Inc’s Air Products & Chemicals APD Stock Holding History

Key Financial Inc’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 Q1	$62.2K	Sell	214 -310	-59%	-$85.5K	0.01%	488
2025 Q4	$129K	Sell	524 -9	-2%	-$2.28K	0.02%	354
2025 Q3	$143K	Hold	533	–	–	0.03%	341
2025 Q2	$150K	Hold	533	–	–	0.03%	318
2025 Q1	$157K	Hold	533	–	–	0.03%	296
2024 Q4	$155K	Buy	533 +81	+18%	+$25.4K	0.04%	292
2024 Q3	$135K	Buy	452 +6	+1%	+$1.64K	0.03%	299
2024 Q2	$115K	Hold	446	–	–	0.03%	316
2024 Q1	$108K	Hold	446	–	–	0.03%	307
2023 Q4	$122K	Hold	446	–	–	0.03%	271
2023 Q3	$126K	Hold	446	–	–	0.04%	251
2023 Q2	$134K	Buy	446 +13	+3%	+$3.7K	0.04%	250
2023 Q1	$124K	Sell	433 -25	-5%	-$7.3K	0.05%	250
2022 Q4	$107K	Hold	458	–	–	0.05%	237
2022 Q3	$107K	Buy	458 +37	+9%	+$9.16K	0.05%	240
2022 Q2	$102K	Hold	421	–	–	0.06%	229
2022 Q1	$105K	Buy	421 +238	+130%	+$61.2K	0.05%	242
2021 Q4	$56K	Buy	183 +25	+16%	+$7.34K	0.03%	330
2021 Q3	$40K	Buy	158 +2	+1%	+$553	0.02%	368
2021 Q2	$45K	Buy	156 +25	+19%	+$7.34K	0.03%	361
2021 Q1	$37K	Buy	131 +10	+8%	+$2.72K	0.02%	320
2020 Q4	$33K	Buy	+121	New	+$34.1K	0.02%	304

Other funds holding APD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's APD Position: Q1 2026 in Review

Key Financial Inc reduced its Air Products & Chemicals (APD) stake by 59% in Q1 2026, selling an estimated $85.5K and leaving 214 shares worth $62.2K. The position accounts for 0.01% of the portfolio, ranked #488.

Key Financial Inc first reported a position in APD in Q4 2020 and has held it in 22 quarters since. The position peaked at $157K in Q1 2025. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Key Financial Inc held 214 shares of Air Products & Chemicals worth $62.2K as of Q1 2026.
Key Financial Inc sold 310 Air Products & Chemicals shares in Q1 2026, an estimated $85.5K.
Air Products & Chemicals made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #488 holding.
Key Financial Inc first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 22 quarters since.
Key Financial Inc's Air Products & Chemicals position peaked at $157K in Q1 2025.
1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.