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

Legacy Trust’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 		$219K Sell
692
-240
-26% -$71.4K 0.04% 211
2026
Q2 		$273K Sell
932
-82
-8% -$23.8K 0.05% 181
2026
Q1 		$295K Hold
1,014
– – 0.06% 174
2025
Q4 		$250K Sell
1,014
-92
-8% -$23.3K 0.05% 177
2025
Q3 		$302K Buy
+1,106
New +$320K 0.06% 160

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Legacy Trust's APD Position: Q3 2026 in Review

Legacy Trust reduced its Air Products & Chemicals (APD) stake by 26% in Q3 2026, selling an estimated $71.4K and leaving 692 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #211.

Legacy Trust first reported a position in APD in Q3 2025 and has held it in 5 quarters since. The position peaked at $302K in Q3 2025. 1,055 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Legacy Trust held 692 shares of Air Products & Chemicals worth $219K as of Q3 2026.
  • Legacy Trust sold 240 Air Products & Chemicals shares in Q3 2026, an estimated $71.4K.
  • Air Products & Chemicals made up 0.04% of Legacy Trust's portfolio in Q3 2026, its #211 holding.
  • Legacy Trust first reported a position in Air Products & Chemicals in Q3 2025 and has held it in 5 quarters since.
  • Legacy Trust's Air Products & Chemicals position peaked at $302K in Q3 2025.
  • 1,055 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.