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

Lifeworks 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 		$206K Buy
+701
New +$204K 0.02% 328
2022
Q3 		– Sell
-975
Closed -$234K – 127
2022
Q2 		$234K Buy
+975
New +$237K 0.15% 118

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

Lifeworks Advisors's APD Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in Air Products & Chemicals (APD) in Q2 2026: 701 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #328 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in APD as recently as Q2 2022.

Lifeworks Advisors first reported a position in APD in Q2 2022 and has held it in 2 quarters since. The position peaked at $234K in Q2 2022. 1,773 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Lifeworks Advisors held 701 shares of Air Products & Chemicals worth $206K as of Q2 2026.
  • Air Products & Chemicals was a new Lifeworks Advisors position in Q2 2026.
  • Air Products & Chemicals made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #328 holding.
  • Lifeworks Advisors first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 2 quarters since.
  • Lifeworks Advisors's Air Products & Chemicals position peaked at $234K in Q2 2022.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.