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

Legacy Financial Strategies’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	$346K	Sell	1,181 -203	-15%	-$59K	0.05%	109
2026 Q1	$402K	Sell	1,384 -131	-9%	-$36.1K	0.07%	88
2025 Q4	$374K	Sell	1,515 -491	-24%	-$124K	0.07%	89
2025 Q3	$547K	Sell	2,006 -196	-9%	-$56.7K	0.1%	77
2025 Q2	$621K	Sell	2,202 -7,746	-78%	-$2.12M	0.12%	70
2025 Q1	$2.93M	Buy	9,948 +66	+0.7%	+$20.4K	0.64%	33
2024 Q4	$2.8M	Buy	9,882 +155	+2%	+$48.7K	0.6%	34
2024 Q3	$2.9M	Sell	9,727 -101	-1%	-$27.6K	0.64%	34
2024 Q2	$2.49M	Buy	9,828 +828	+9%	+$210K	0.6%	37
2024 Q1	$2.18M	Buy	9,000 +189	+2%	+$46.3K	0.56%	40
2023 Q4	$2.41M	Sell	8,811 -15	-0.2%	-$4.12K	0.69%	35
2023 Q3	$2.29M	Buy	8,826 +343	+4%	+$101K	0.74%	31
2023 Q2	$2.54M	Buy	8,483 +694	+9%	+$198K	0.85%	24
2023 Q1	$2.24M	Buy	7,789 +210	+3%	+$61.3K	0.83%	22
2022 Q4	$2.34M	Buy	7,579 +373	+5%	+$105K	0.97%	17
2022 Q3	$1.68M	Buy	7,206 +1,011	+16%	+$250K	0.78%	25
2022 Q2	$1.49M	Buy	6,195 +427	+7%	+$104K	0.74%	29
2022 Q1	$1.44M	Buy	5,768 +459	+9%	+$118K	0.61%	38
2021 Q4	$1.61M	Buy	5,309 +185	+4%	+$54.3K	0.7%	31
2021 Q3	$1.31M	Buy	5,124 +405	+9%	+$112K	0.62%	36
2021 Q2	$1.36M	Buy	4,719 +287	+6%	+$84.2K	0.65%	34
2021 Q1	$1.25M	Buy	4,432 +203	+5%	+$55.2K	0.66%	30
2020 Q4	$1.16M	Buy	4,229 +21	+0.5%	+$5.91K	0.59%	30
2020 Q3	$1.25M	Sell	4,208 -32	-0.8%	-$9.21K	0.72%	18
2020 Q2	$1.02M	Buy	4,240 +73	+2%	+$16.7K	0.79%	19
2020 Q1	$832K	Sell	4,167 -116	-3%	-$26.4K	0.79%	15
2019 Q4	$1.01M	Buy	4,283 +273	+7%	+$61.6K	0.81%	17
2019 Q3	$848K	Buy	4,010 +160	+4%	+$36K	0.75%	19
2019 Q2	$877K	Buy	3,850 +78	+2%	+$16.1K	0.82%	13
2019 Q1	$720K	Buy	3,772 +259	+7%	+$44.6K	0.62%	18
2018 Q4	$562K	Buy	3,513 +199	+6%	+$31.5K	0.56%	25
2018 Q3	$524K	Buy	+3,314	New	+$540K	0.53%	28

Other funds holding APD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

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

Legacy Financial Strategies reduced its Air Products & Chemicals (APD) stake by 15% in Q2 2026, selling an estimated $59K and leaving 1,181 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #109.

Legacy Financial Strategies first reported a position in APD in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.93M in Q1 2025. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Legacy Financial Strategies held 1,181 shares of Air Products & Chemicals worth $346K as of Q2 2026.
Legacy Financial Strategies sold 203 Air Products & Chemicals shares in Q2 2026, an estimated $59K.
Air Products & Chemicals made up 0.05% of Legacy Financial Strategies's portfolio in Q2 2026, its #109 holding.
Legacy Financial Strategies first reported a position in Air Products & Chemicals in Q3 2018 and has held it in 32 quarters since.
Legacy Financial Strategies's Air Products & Chemicals position peaked at $2.93M in Q1 2025.
547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.