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

Souders 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
Q2 		$528K Sell
1,802
-240
-12% -$69.8K 0.05% 144
2026
Q1 		$593K Buy
2,042
+534
+35% +$147K 0.07% 129
2025
Q4 		$372K Buy
1,508
+54
+4% +$13.7K 0.04% 163
2025
Q3 		$396K Buy
1,454
+647
+80% +$187K 0.05% 149
2025
Q2 		$228K Buy
+807
New +$221K 0.03% 190
2022
Q1 		– Sell
-9,168
Closed -$2.79M – 145
2021
Q4 		$2.79M Buy
9,168
+238
+3% +$69.9K 0.8% 44
2021
Q3 		$2.29M Buy
8,930
+257
+3% +$71.1K 0.74% 46
2021
Q2 		$2.5M Buy
8,673
+391
+5% +$115K 0.84% 41
2021
Q1 		$2.33M Buy
+8,282
New +$2.25M 0.91% 38

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

Souders Financial Advisors's APD Position: Q2 2026 in Review

Souders Financial Advisors reduced its Air Products & Chemicals (APD) stake by 12% in Q2 2026, selling an estimated $69.8K and leaving 1,802 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #144.

Souders Financial Advisors first reported a position in APD in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.79M in Q4 2021. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Souders Financial Advisors held 1,802 shares of Air Products & Chemicals worth $528K as of Q2 2026.
  • Souders Financial Advisors sold 240 Air Products & Chemicals shares in Q2 2026, an estimated $69.8K.
  • Air Products & Chemicals made up 0.05% of Souders Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • Souders Financial Advisors first reported a position in Air Products & Chemicals in Q1 2021 and has held it in 9 quarters since.
  • Souders Financial Advisors's Air Products & Chemicals position peaked at $2.79M in Q4 2021.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.