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LRI Investments’s Air Products & Chemicals APD Stock Holding History

LRI Investments’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 		$276K Buy
940
+49
+5% +$14.3K 0.02% 272
2026
Q1 		$259K Sell
891
-1,531
-63% -$422K 0.02% 250
2025
Q4 		$598K Sell
2,422
-681
-22% -$173K 0.05% 160
2025
Q3 		$846K Buy
3,103
+10
+0.3% +$2.9K 0.07% 126
2025
Q2 		$872K Buy
3,093
+66
+2% +$18.1K 0.07% 118
2025
Q1 		$893K Buy
3,027
+616
+26% +$190K 0.09% 115
2024
Q4 		$699K Hold
2,411
– – 0.07% 107
2024
Q3 		$762K Sell
2,411
-506
-17% -$138K 0.07% 108
2024
Q2 		$753K Buy
2,917
+2,406
+471% +$610K 0.09% 83
2024
Q1 		$124K Buy
+511
New +$125K 0.03% 179

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

LRI Investments's APD Position: Q2 2026 in Review

LRI Investments increased its Air Products & Chemicals (APD) stake by 5.5% in Q2 2026, buying an estimated $14.3K and bringing the position to 940 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #272.

LRI Investments first reported a position in APD in Q1 2024 and has held it in 10 quarters since. The position peaked at $893K in Q1 2025. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • LRI Investments held 940 shares of Air Products & Chemicals worth $276K as of Q2 2026.
  • LRI Investments bought 49 Air Products & Chemicals shares in Q2 2026, an estimated $14.3K.
  • Air Products & Chemicals made up 0.02% of LRI Investments's portfolio in Q2 2026, its #272 holding.
  • LRI Investments first reported a position in Air Products & Chemicals in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Air Products & Chemicals position peaked at $893K in Q1 2025.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.