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Lee Financial’s Air Products & Chemicals APD Stock Holding History

Lee Financial’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 		$928K Buy
+3,165
New +$921K 0.12% 81
2023
Q1 		– Sell
-35
Closed -$10.8K – 803
2022
Q4 		$10.8K Hold
35
– – ﹤0.01% 450
2022
Q3 		$8K Buy
35
+10
+40% +$2.48K ﹤0.01% 468
2022
Q2 		$6K Buy
+25
New +$6.08K ﹤0.01% 519
2022
Q1 		– Sell
-7
Closed -$2K – 765
2021
Q4 		$2K Sell
7
-18
-72% -$5.29K ﹤0.01% 701
2021
Q3 		$6K Hold
25
– – ﹤0.01% 471
2021
Q2 		$7K Buy
+25
New +$7.34K ﹤0.01% 436

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

Lee Financial's APD Position: Q2 2026 in Review

Lee Financial opened a new position in Air Products & Chemicals (APD) in Q2 2026: 3,165 shares worth $928K. The stake represents 0.12% of the portfolio and ranks #81 among its holdings. This is a return to the name: Lee Financial previously reported a position in APD as recently as Q4 2022.

Lee Financial first reported a position in APD in Q2 2021 and has held it in 7 quarters since. 1,769 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Lee Financial held 3,165 shares of Air Products & Chemicals worth $928K as of Q2 2026.
  • Air Products & Chemicals was a new Lee Financial position in Q2 2026.
  • Air Products & Chemicals made up 0.12% of Lee Financial's portfolio in Q2 2026, its #81 holding.
  • Lee Financial first reported a position in Air Products & Chemicals in Q2 2021 and has held it in 7 quarters since.
  • 1,769 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.