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

Legacy Financial 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
Q2 		$533K Buy
1,818
+338
+23% +$98.3K 0.07% 237
2026
Q1 		$430K Buy
1,480
+13
+0.9% +$3.58K 0.06% 256
2025
Q4 		$362K Sell
1,467
-893
-38% -$226K 0.05% 284
2025
Q3 		$644K Sell
2,360
-128
-5% -$37.1K 0.09% 200
2025
Q2 		$702K Buy
2,488
+82
+3% +$22.4K 0.11% 165
2025
Q1 		$709K Buy
2,406
+209
+10% +$64.5K 0.12% 150
2024
Q4 		$637K Buy
2,197
+174
+9% +$54.6K 0.11% 164
2024
Q3 		$602K Buy
2,023
+120
+6% +$32.8K 0.1% 172
2024
Q2 		$491K Buy
1,903
+148
+8% +$37.5K 0.09% 177
2024
Q1 		$425K Sell
1,755
-100
-5% -$24.5K 0.08% 197
2023
Q4 		$508K Buy
1,855
+9
+0.5% +$2.47K 0.1% 166
2023
Q3 		$523K Buy
1,846
+103
+6% +$30.2K 0.1% 130
2023
Q2 		$522K Buy
1,743
+92
+6% +$26.2K 0.1% 135
2023
Q1 		$474K Buy
1,651
+75
+5% +$21.9K 0.1% 132
2022
Q4 		$486K Buy
1,576
+119
+8% +$33.5K 0.1% 115
2022
Q3 		$339K Buy
1,457
+130
+10% +$32.2K 0.08% 143
2022
Q2 		$319K Buy
1,327
+184
+16% +$44.7K 0.08% 142
2022
Q1 		$286K Buy
1,143
+94
+9% +$24.2K 0.06% 169
2021
Q4 		$319K Buy
1,049
+37
+4% +$10.9K 0.07% 137
2021
Q3 		$259K Sell
1,012
-4
-0.4% -$1.11K 0.06% 147
2021
Q2 		$292K Buy
1,016
+65
+7% +$19.1K 0.07% 124
2021
Q1 		$268K Buy
951
+23
+2% +$6.25K 0.07% 125
2020
Q4 		$254K Sell
928
-5
-0.5% -$1.41K 0.07% 114
2020
Q3 		$278K Buy
+933
New +$268K 0.08% 89
2019
Q2 		– Sell
-373
Closed -$71K – 171
2019
Q1 		$71K Buy
373
+118
+46% +$20.3K 0.02% 220
2018
Q4 		$41K Buy
255
+133
+109% +$21.1K 0.02% 274
2018
Q3 		$20K Buy
122
+12
+11% +$1.95K 0.01% 373
2018
Q2 		$17K Buy
110
+6
+6% +$981 0.01% 406
2018
Q1 		$16K Hold
104
– – 0.01% 391
2017
Q4 		$17K Buy
+104
New +$16.6K 0.01% 387

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

Legacy Financial Advisors's APD Position: Q2 2026 in Review

Legacy Financial Advisors increased its Air Products & Chemicals (APD) stake by 23% in Q2 2026, buying an estimated $98.3K and bringing the position to 1,818 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #237.

Legacy Financial Advisors first reported a position in APD in Q4 2017 and has held it in 30 quarters since. The position peaked at $709K in Q1 2025. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Legacy Financial Advisors held 1,818 shares of Air Products & Chemicals worth $533K as of Q2 2026.
  • Legacy Financial Advisors bought 338 Air Products & Chemicals shares in Q2 2026, an estimated $98.3K.
  • Air Products & Chemicals made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #237 holding.
  • Legacy Financial Advisors first reported a position in Air Products & Chemicals in Q4 2017 and has held it in 30 quarters since.
  • Legacy Financial Advisors's Air Products & Chemicals position peaked at $709K in Q1 2025.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.