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Phoenix Financial’s Air Products & Chemicals APD Stock Holding History

Phoenix Financial’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
Q1 		$1.06M Sell
3,658
-4,816
-57% -$1.33M 0.01% 229
2025
Q4 		$2.09M Sell
8,474
-2,030
-19% -$515K 0.02% 177
2025
Q3 		$2.87M Sell
10,504
-1,977
-16% -$572K 0.03% 163
2025
Q2 		$3.52M Buy
12,481
+1,888
+18% +$517K 0.05% 152
2025
Q1 		$3.13M Buy
10,593
+9,889
+1,405% +$3.05M 0.05% 155
2024
Q4 		$204K Buy
+704
New +$221K ﹤0.01% 344
2024
Q1 		– Sell
-15,636
Closed -$4.87M – 429
2023
Q4 		$4.87M Buy
15,636
+2,282
+17% +$627K 0.08% 114
2023
Q3 		$3.85M Buy
+13,354
New +$3.92M 0.07% 126
2023
Q2 		– Sell
-9,638
Closed -$2.81M – 321
2023
Q1 		$2.81M Buy
9,638
+2,666
+38% +$778K 0.06% 132
2022
Q4 		$2.17M Sell
6,972
-1,574
-18% -$444K 0.04% 132
2022
Q3 		$1.98M Buy
8,546
+1,281
+18% +$317K 0.04% 149
2022
Q2 		$1.76M Buy
7,265
+1,164
+19% +$283K 0.04% 179
2022
Q1 		$1.53M Buy
+6,101
New +$1.57M 0.03% 220

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's APD Position: Q1 2026 in Review

Phoenix Financial reduced its Air Products & Chemicals (APD) stake by 57% in Q1 2026, selling an estimated $1.33M and leaving 3,658 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #229.

Phoenix Financial first reported a position in APD in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.87M in Q4 2023. 1,781 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Phoenix Financial held 3,658 shares of Air Products & Chemicals worth $1.06M as of Q1 2026.
  • Phoenix Financial sold 4,816 Air Products & Chemicals shares in Q1 2026, an estimated $1.33M.
  • Air Products & Chemicals made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #229 holding.
  • Phoenix Financial first reported a position in Air Products & Chemicals in Q1 2022 and has held it in 13 quarters since.
  • Phoenix Financial's Air Products & Chemicals position peaked at $4.87M in Q4 2023.
  • 1,781 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.