LIG
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Lokken Investment Group’s Air Products & Chemicals APD Stock Holding History

Lokken Investment Group’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
2025
Q1 		– Sell
-821
Closed -$238K – 136
2024
Q4 		$238K Sell
821
-233
-22% -$73.2K 0.1% 118
2024
Q3 		$314K Sell
1,054
-19
-2% -$5.2K 0.13% 109
2024
Q2 		$277K Buy
1,073
+25
+2% +$6.34K 0.13% 114
2024
Q1 		$254K Sell
1,048
-16
-2% -$3.92K 0.13% 118
2023
Q4 		$291K Buy
1,064
+223
+27% +$61.3K 0.16% 99
2023
Q3 		$238K Sell
841
-213
-20% -$62.5K 0.16% 110
2023
Q2 		$316K Sell
1,054
-1,597
-60% -$455K 0.21% 102
2023
Q1 		$761K Buy
2,651
+136
+5% +$39.7K 0.58% 41
2022
Q4 		$775K Buy
2,515
+10
+0.4% +$2.82K 0.61% 38
2022
Q3 		$583K Buy
2,505
+11
+0.4% +$2.72K 0.5% 46
2022
Q2 		$599K Buy
2,494
+249
+11% +$60.5K 0.49% 46
2022
Q1 		$525K Sell
2,245
-9
-0.4% -$2.31K 0.42% 54
2021
Q4 		$686K Buy
2,254
+5
+0.2% +$1.47K 0.49% 42
2021
Q3 		$576K Sell
2,249
-88
-4% -$24.3K 0.46% 48
2021
Q2 		$672K Buy
2,337
+122
+6% +$35.8K 0.55% 44
2021
Q1 		$623K Buy
2,215
+50
+2% +$13.6K 0.55% 43
2020
Q4 		$591K Buy
+2,165
New +$610K 0.54% 40

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lokken Investment Group's APD Position: Q1 2025 in Review

Lokken Investment Group sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 821 shares — an estimated $238K sold.

Lokken Investment Group first reported a position in APD in Q4 2020 and held it in 17 quarters. The position peaked at $775K in Q4 2022. 1,793 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Lokken Investment Group reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 821 Air Products & Chemicals shares in Q1 2025, an estimated $238K.
  • Lokken Investment Group first reported a position in Air Products & Chemicals in Q4 2020 and held it in 17 quarters.
  • Lokken Investment Group's Air Products & Chemicals position peaked at $775K in Q4 2022.
  • 1,793 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.