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McClarren Financial Advisors’s Air Products & Chemicals APD Stock Holding History

McClarren Financial 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
2025
Q2 		– Sell
-68
Closed -$20K – 95
2025
Q1 		$20K Buy
+68
New +$21K 0.01% 184
2024
Q4 		– Sell
-365
Closed -$252K – 207
2024
Q3 		$252K Buy
365
+107
+41% +$29.3K 0.03% 67
2024
Q2 		$17K Buy
258
+191
+285% +$48.4K 0.01% 224
2024
Q1 		$17K Buy
67
+1
+2% +$245 0.01% 220
2023
Q4 		$18K Buy
66
+1
+2% +$275 0.01% 244
2023
Q3 		$18K Hold
65
– – 0.02% 223
2023
Q2 		$19K Hold
65
– – 0.02% 218
2023
Q1 		$18K Buy
65
+1
+2% +$292 0.02% 213
2022
Q4 		$19K Hold
64
– – 0.02% 213
2022
Q3 		$14K Buy
+64
New +$15.8K 0.01% 220
2022
Q2 		– Sell
-63
Closed -$15K – 49
2022
Q1 		$15K Sell
63
-1
-2% -$257 0.01% 190
2021
Q4 		$20K Buy
64
+2
+3% +$587 0.01% 191
2021
Q3 		$16K Hold
62
– – 0.01% 178
2021
Q2 		$17K Hold
62
– – 0.01% 192
2021
Q1 		$18K Buy
62
+1
+2% +$272 0.02% 165
2020
Q4 		$16K Buy
+61
New +$17.2K 0.02% 148

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
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 $3.38T AUM 44.17% 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

McClarren Financial Advisors's APD Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 68 shares — an estimated $20K sold.

McClarren Financial Advisors first reported a position in APD in Q4 2020 and held it in 16 quarters. The position peaked at $252K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 68 Air Products & Chemicals shares in Q2 2025, an estimated $20K.
  • McClarren Financial Advisors first reported a position in Air Products & Chemicals in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Air Products & Chemicals position peaked at $252K in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.