LWCFA
APD icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Air Products & Chemicals APD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$5.97M Hold
20,375
– – 0.06% 88
2026
Q1 		$6.09M Sell
20,375
-500
-2% -$138K 0.06% 84
2025
Q4 		$5.41M Hold
20,875
– – 0.05% 85
2025
Q3 		$5.32M Sell
20,875
-320
-2% -$92.6K 0.05% 84
2025
Q2 		$5.98M Sell
21,195
-178
-0.8% -$48.7K 0.05% 83
2025
Q1 		$5.66M Sell
21,373
-826
-4% -$255K 0.06% 84
2024
Q4 		$7.25M Sell
22,199
-141
-0.6% -$44.3K 0.06% 85
2024
Q3 		$7.2M Sell
22,340
-915
-4% -$250K 0.06% 84
2024
Q2 		$6.22M Sell
23,255
-257
-1% -$65.2K 0.06% 81
2024
Q1 		$5.51M Sell
23,512
-649
-3% -$159K 0.05% 80
2023
Q4 		$6.18M Sell
24,161
-1,308
-5% -$360K 0.06% 76
2023
Q3 		$7.38M Buy
25,469
+761
+3% +$223K 0.08% 72
2023
Q2 		$7.4M Sell
24,708
-361
-1% -$103K 0.08% 73
2023
Q1 		$7.2M Sell
25,069
-77
-0.3% -$22.5K 0.08% 74
2022
Q4 		$7.75M Sell
25,146
-187
-0.7% -$52.7K 0.1% 74
2022
Q3 		$5.9M Sell
25,333
-255
-1% -$63.1K 0.08% 78
2022
Q2 		$6.15M Buy
25,588
+123
+0.5% +$29.9K 0.08% 78
2022
Q1 		$6.36M Buy
25,465
+87
+0.3% +$22.4K 0.07% 82
2021
Q4 		$7.72M Sell
25,378
-528
-2% -$155K 0.07% 80
2021
Q3 		$6.63M Sell
25,906
-210
-0.8% -$58.1K 0.07% 79
2021
Q2 		$7.51M Sell
26,116
-1,360
-5% -$399K 0.08% 76
2021
Q1 		$7.73M Sell
27,476
-186
-0.7% -$50.6K 0.09% 73
2020
Q4 		$7.56M Sell
27,662
-1,125
-4% -$317K 0.08% 72
2020
Q3 		$8.57M Sell
28,787
-958
-3% -$276K 0.11% 67
2020
Q2 		$7.18M Sell
29,745
-225
-0.8% -$51.4K 0.1% 70
2020
Q1 		$5.98M Sell
29,970
-5,955
-17% -$1.36M 0.1% 73
2019
Q4 		$8.44M Sell
35,925
-3,005
-8% -$678K 0.11% 70
2019
Q3 		$8.64M Buy
38,930
+2,978
+8% +$670K 0.13% 66
2019
Q2 		$8.14M Sell
35,952
-2,512
-7% -$520K 0.12% 72
2019
Q1 		$7.34M Sell
38,464
-4,065
-10% -$700K 0.11% 80
2018
Q4 		$6.81M Sell
42,529
-4,463
-9% -$707K 0.12% 82
2018
Q3 		$7.85M Sell
46,992
-9,736
-17% -$1.59M 0.12% 83
2018
Q2 		$8.83M Sell
56,728
-19,303
-25% -$3.16M 0.15% 77
2018
Q1 		$12.1M Sell
76,031
-8,316
-10% -$1.37M 0.22% 70
2017
Q4 		$13.8M Sell
84,347
-5,204
-6% -$829K 0.25% 67
2017
Q3 		$13.5M Sell
89,551
-7,997
-8% -$1.17M 0.26% 61
2017
Q2 		$13.9M Sell
97,548
-7,180
-7% -$1.02M 0.28% 60
2017
Q1 		$14.2M Sell
104,728
-5,725
-5% -$807K 0.3% 62
2016
Q4 		$15.9M Sell
110,453
-11,460
-9% -$1.6M 0.35% 58
2016
Q3 		$17M Sell
121,913
-1,517
-1% -$210K 0.39% 58
2016
Q2 		$16.2M Sell
123,430
-5,878
-5% -$783K 0.37% 57
2016
Q1 		$17.2M Sell
129,308
-981
-0.8% -$119K 0.41% 51
2015
Q4 		$15.7M Sell
130,289
-6,183
-5% -$778K 0.39% 51
2015
Q3 		$17.3M Hold
136,472
– – 0.44% 51
2015
Q2 		$17.3M Sell
136,472
-12,338
-8% -$1.68M 0.44% 51
2015
Q1 		$20.8M Sell
148,810
-21,055
-12% -$2.91M 0.53% 49
2014
Q4 		$22.7M Sell
169,865
-16,012
-9% -$2.03M 0.58% 48
2014
Q3 		$22.4M Sell
185,877
-4,565
-2% -$558K 0.61% 44
2014
Q2 		$22.7M Sell
190,442
-9,623
-5% -$1.07M 0.61% 42
2014
Q1 		$22M Sell
200,065
-1,616
-0.8% -$171K 0.6% 47
2013
Q4 		$20.9M Sell
201,681
-15,671
-7% -$1.58M 0.58% 47
2013
Q3 		$21.4M Sell
217,352
-96,392
-31% -$9.16M 0.65% 43
2013
Q2 		$26.6M Buy
+313,744
New +$26.4M 0.83% 37

Other funds holding APD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's APD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Air Products & Chemicals (APD) position steady in Q2 2026 at 20,375 shares worth $5.97M. The position accounts for 0.06% of the portfolio, ranked #88.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in APD in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.6M in Q2 2013. 891 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 20,375 shares of Air Products & Chemicals worth $5.97M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up 0.06% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #88 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Air Products & Chemicals position peaked at $26.6M in Q2 2013.
  • 891 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.