Legacy Advisors
APD icon

Legacy Advisors’s Air Products & Chemicals APD Stock Holding History

Legacy 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
Q3 		$635K Sell
2,281
-73
-3% -$21.7K 0.06% 156
2026
Q2 		$690K Buy
2,354
+860
+58% +$250K 0.06% 154
2026
Q1 		$434K Sell
1,494
-50
-3% -$13.8K 0.05% 174
2025
Q4 		$381K Buy
1,544
+78
+5% +$19.8K 0.04% 198
2025
Q3 		$400K Buy
+1,466
New +$424K 0.05% 175
2025
Q1 		$1.15M Sell
3,909
-98
-2% -$30.2K 0.12% 145
2024
Q4 		$1.16M Sell
4,007
-984
-20% -$309K 0.11% 142
2024
Q3 		$1.49M Buy
4,991
+310
+7% +$84.8K 0.16% 110
2024
Q2 		$1.21M Sell
4,681
-10,075
-68% -$2.56M 0.15% 109
2024
Q1 		$3.57M Buy
14,756
+1,668
+13% +$409K 0.45% 42
2023
Q4 		$3.58M Buy
13,088
+6,557
+100% +$1.8M 0.46% 36
2023
Q3 		$1.85M Buy
6,531
+5,079
+350% +$1.49M 0.3% 81
2023
Q2 		$435K Buy
1,452
+52
+4% +$14.8K 0.06% 187
2023
Q1 		$402K Hold
1,400
– – 0.07% 170
2022
Q4 		$432K Buy
1,400
+216
+18% +$60.9K 0.08% 156
2022
Q3 		$276K Buy
1,184
+177
+18% +$43.8K 0.06% 176
2022
Q2 		$242K Buy
+1,007
New +$245K 0.05% 191

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

Legacy Advisors's APD Position: Q3 2026 in Review

Legacy Advisors reduced its Air Products & Chemicals (APD) stake by 3.1% in Q3 2026, selling an estimated $21.7K and leaving 2,281 shares worth $635K. The position accounts for 0.06% of the portfolio, ranked #156.

Legacy Advisors first reported a position in APD in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.58M in Q4 2023. 535 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Legacy Advisors held 2,281 shares of Air Products & Chemicals worth $635K as of Q3 2026.
  • Legacy Advisors sold 73 Air Products & Chemicals shares in Q3 2026, an estimated $21.7K.
  • Air Products & Chemicals made up 0.06% of Legacy Advisors's portfolio in Q3 2026, its #156 holding.
  • Legacy Advisors first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 17 quarters since.
  • Legacy Advisors's Air Products & Chemicals position peaked at $3.58M in Q4 2023.
  • 535 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.