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Sound Financial Strategies Group’s Air Products & Chemicals APD Stock Holding History

Sound Financial Strategies Group’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 		$201K Sell
691
-1,584
-70% -$437K 0.14% 111
2025
Q4 		$562K Sell
2,275
-209
-8% -$53K 0.4% 82
2025
Q3 		$677K Buy
2,484
+23
+0.9% +$6.66K 0.49% 68
2025
Q2 		$694K Buy
2,461
+128
+5% +$35K 0.59% 69
2025
Q1 		$688K Sell
2,333
-101
-4% -$31.1K 0.61% 70
2024
Q4 		$706K Sell
2,434
-560
-19% -$176K 0.59% 59
2024
Q3 		$891K Sell
2,994
-5
-0.2% -$1.37K 0.72% 17
2024
Q2 		$774K Buy
2,999
+1,014
+51% +$257K 0.67% 18
2024
Q1 		$481K Buy
1,985
+21
+1% +$5.15K 0.4% 51
2023
Q4 		$538K Sell
1,964
-1,166
-37% -$321K 0.45% 49
2023
Q3 		$887K Sell
3,130
-216
-6% -$63.4K 0.73% 29
2023
Q2 		$1M Sell
3,346
-424
-11% -$121K 0.73% 26
2023
Q1 		$1.08M Buy
3,770
+1,230
+48% +$359K 0.72% 15
2022
Q4 		$783K Buy
+2,540
New +$716K 0.57% 45
2022
Q1 		– Sell
-2,086
Closed -$635K – 71
2021
Q4 		$635K Sell
2,086
-49
-2% -$14.4K 0.32% 58
2021
Q3 		$547K Buy
2,135
+15
+0.7% +$4.15K 0.27% 68
2021
Q2 		$610K Sell
2,120
-142
-6% -$41.7K 0.3% 65
2021
Q1 		$636K Sell
2,262
-164
-7% -$44.6K 0.33% 29
2020
Q4 		$663K Buy
2,426
+355
+17% +$100K 0.36% 27
2020
Q3 		$617K Sell
2,071
-34
-2% -$9.78K 0.39% 28
2020
Q2 		$508K Sell
2,105
-1
-0% -$228 0.33% 32
2020
Q1 		$420K Sell
2,106
-4,251
-67% -$969K 0.29% 42
2019
Q4 		$1.49M Buy
+6,357
New +$1.43M 0.95% 32

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

Sound Financial Strategies Group's APD Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Air Products & Chemicals (APD) stake by 70% in Q1 2026, selling an estimated $437K and leaving 691 shares worth $201K. The position accounts for 0.14% of the portfolio, ranked #111.

Sound Financial Strategies Group first reported a position in APD in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.49M in Q4 2019. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Sound Financial Strategies Group held 691 shares of Air Products & Chemicals worth $201K as of Q1 2026.
  • Sound Financial Strategies Group sold 1,584 Air Products & Chemicals shares in Q1 2026, an estimated $437K.
  • Air Products & Chemicals made up 0.14% of Sound Financial Strategies Group's portfolio in Q1 2026, its #111 holding.
  • Sound Financial Strategies Group first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 23 quarters since.
  • Sound Financial Strategies Group's Air Products & Chemicals position peaked at $1.49M in Q4 2019.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.