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

Resurgent 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
2026
Q1 		$422K Sell
1,454
-27
-2% -$7.44K 0.15% 160
2025
Q4 		$366K Buy
1,481
+183
+14% +$46.4K 0.18% 154
2025
Q3 		$354K Sell
1,298
-99
-7% -$28.7K 0.17% 156
2025
Q2 		$394K Sell
1,397
-42
-3% -$11.5K 0.22% 126
2025
Q1 		$424K Sell
1,439
-95
-6% -$29.3K 0.25% 110
2024
Q4 		$445K Sell
1,534
-79
-5% -$24.8K 0.26% 107
2024
Q3 		$480K Sell
1,613
-111
-6% -$30.4K 0.28% 106
2024
Q2 		$445K Buy
1,724
+13
+0.8% +$3.3K 0.28% 110
2024
Q1 		$415K Sell
1,711
-121
-7% -$29.6K 0.22% 122
2023
Q4 		$502K Sell
1,832
-1,334
-42% -$367K 0.31% 85
2023
Q3 		$897K Buy
3,166
+42
+1% +$12.3K 0.61% 39
2023
Q2 		$936K Buy
3,124
+1,132
+57% +$322K 0.62% 39
2023
Q1 		$572K Sell
1,992
-588
-23% -$172K 0.38% 67
2022
Q4 		$795K Sell
2,580
-84
-3% -$23.7K 0.42% 54
2022
Q3 		$620K Buy
2,664
+51
+2% +$12.6K 0.41% 69
2022
Q2 		$628K Buy
2,613
+485
+23% +$118K 0.4% 73
2022
Q1 		$532K Buy
2,128
+111
+6% +$28.5K 0.33% 83
2021
Q4 		$614K Buy
+2,017
New +$592K 0.49% 61

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Resurgent Financial Advisors's APD Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Air Products & Chemicals (APD) stake by 1.8% in Q1 2026, selling an estimated $7.44K and leaving 1,454 shares worth $422K. The position accounts for 0.15% of the portfolio, ranked #160.

Resurgent Financial Advisors first reported a position in APD in Q4 2021 and has held it in 18 quarters since. The position peaked at $936K in Q2 2023. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Resurgent Financial Advisors held 1,454 shares of Air Products & Chemicals worth $422K as of Q1 2026.
  • Resurgent Financial Advisors sold 27 Air Products & Chemicals shares in Q1 2026, an estimated $7.44K.
  • Air Products & Chemicals made up 0.15% of Resurgent Financial Advisors's portfolio in Q1 2026, its #160 holding.
  • Resurgent Financial Advisors first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Air Products & Chemicals position peaked at $936K in Q2 2023.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.