Lee Financial
APD icon

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
Q3 		$892K Buy
3,205
+40
+1% +$11.9K 0.11% 83
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% -$5.28K ﹤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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Lee Financial's APD Position: Q3 2026 in Review

Lee Financial increased its Air Products & Chemicals (APD) stake by 1.3% in Q3 2026, buying an estimated $11.9K and bringing the position to 3,205 shares worth $892K. The position accounts for 0.11% of the portfolio, ranked #83.

Lee Financial first reported a position in APD in Q2 2021 and has held it in 8 quarters since. The position peaked at $928K in Q2 2026. 463 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Lee Financial held 3,205 shares of Air Products & Chemicals worth $892K as of Q3 2026.
  • Lee Financial bought 40 Air Products & Chemicals shares in Q3 2026, an estimated $11.9K.
  • Air Products & Chemicals made up 0.11% of Lee Financial's portfolio in Q3 2026, its #83 holding.
  • Lee Financial first reported a position in Air Products & Chemicals in Q2 2021 and has held it in 8 quarters since.
  • Lee Financial's Air Products & Chemicals position peaked at $928K in Q2 2026.
  • 463 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.