Legacy Solutions LLC’s Air Products & Chemicals APD Stock Holding History

Legacy Solutions LLC’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	$217K	Sell	779 -56	-7%	-$16.7K	0.17%	85
2026 Q2	$245K	Buy	835 +25	+3%	+$7.27K	0.2%	74
2026 Q1	$235K	Sell	810 -61	-7%	-$16.8K	0.22%	66
2025 Q4	$215K	Buy	871 +49	+6%	+$12.4K	0.19%	78
2025 Q3	$224K	Sell	822 -12	-1%	-$3.47K	0.2%	73
2025 Q2	$235K	Buy	834 +81	+11%	+$22.2K	0.23%	68
2025 Q1	$222K	Sell	753 -9	-1%	-$2.78K	0.24%	66
2024 Q4	$221K	Buy	+762	New	+$239K	0.24%	65

Other funds holding APD

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Legacy Solutions LLC's APD Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Air Products & Chemicals (APD) stake by 6.7% in Q3 2026, selling an estimated $16.7K and leaving 779 shares worth $217K. The position accounts for 0.17% of the portfolio, ranked #85.

Legacy Solutions LLC first reported a position in APD in Q4 2024 and has held it in 8 quarters since. The position peaked at $245K in Q2 2026. 195 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Legacy Solutions LLC held 779 shares of Air Products & Chemicals worth $217K as of Q3 2026.
Legacy Solutions LLC sold 56 Air Products & Chemicals shares in Q3 2026, an estimated $16.7K.
Air Products & Chemicals made up 0.17% of Legacy Solutions LLC's portfolio in Q3 2026, its #85 holding.
Legacy Solutions LLC first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 8 quarters since.
Legacy Solutions LLC's Air Products & Chemicals position peaked at $245K in Q2 2026.
195 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.