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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
Q2 		$1.24M Buy
4,234
+576
+16% +$168K 0.01% 240
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
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 $3.38T AUM 44.17% 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

Phoenix Financial's APD Position: Q2 2026 in Review

Phoenix Financial increased its Air Products & Chemicals (APD) stake by 16% in Q2 2026, buying an estimated $168K and bringing the position to 4,234 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #240.

Phoenix Financial first reported a position in APD in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.87M in Q4 2023. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Phoenix Financial held 4,234 shares of Air Products & Chemicals worth $1.24M as of Q2 2026.
  • Phoenix Financial bought 576 Air Products & Chemicals shares in Q2 2026, an estimated $168K.
  • Air Products & Chemicals made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #240 holding.
  • Phoenix Financial first reported a position in Air Products & Chemicals in Q1 2022 and has held it in 14 quarters since.
  • Phoenix Financial's Air Products & Chemicals position peaked at $4.87M in Q4 2023.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.