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Sowell Financial Services’s Air Products & Chemicals APD Stock Holding History

Sowell Financial Services’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 		$6.43M Sell
21,948
-549
-2% -$160K 0.21% 105
2026
Q1 		$6.54M Buy
22,497
+18,122
+414% +$5M 0.24% 86
2025
Q4 		$1.08M Buy
4,375
+964
+28% +$244K 0.04% 414
2025
Q3 		$930K Buy
3,411
+28
+0.8% +$8.11K 0.04% 446
2025
Q2 		$954K Sell
3,383
-195
-5% -$53.4K 0.04% 425
2025
Q1 		$1.06M Buy
+3,578
New +$1.1M 0.05% 371
2023
Q2 		– Sell
-3,328
Closed -$956K – 568
2023
Q1 		$956K Buy
+3,328
New +$971K 0.07% 303
2021
Q2 		– Sell
-2,301
Closed -$676K – 631
2021
Q1 		$676K Sell
2,301
-490
-18% -$133K 0.02% 537
2020
Q4 		$763K Sell
2,791
-1,079
-28% -$304K 0.03% 393
2020
Q3 		$1.15M Sell
3,870
-701
-15% -$202K 0.06% 265
2020
Q2 		$1.1M Sell
4,571
-634
-12% -$145K 0.06% 252
2020
Q1 		$1.04M Sell
5,205
-1,166
-18% -$266K 0.08% 242
2019
Q4 		$1.5M Buy
6,371
+2,101
+49% +$474K 0.11% 194
2019
Q3 		$947K Buy
+4,270
New +$961K 0.08% 260
2019
Q1 		$207K Sell
1,084
-167
-13% -$28.7K 0.02% 515
2018
Q4 		$200K Buy
1,251
+35
+3% +$5.55K 0.03% 459
2018
Q3 		$203K Buy
+1,216
New +$198K 0.03% 331
2017
Q1 		– Sell
-826
Closed -$117K – 270
2016
Q4 		$117K Buy
+826
New +$116K 0.04% 249

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Sowell Financial Services's APD Position: Q2 2026 in Review

Sowell Financial Services reduced its Air Products & Chemicals (APD) stake by 2.4% in Q2 2026, selling an estimated $160K and leaving 21,948 shares worth $6.43M. The position accounts for 0.21% of the portfolio, ranked #105.

Sowell Financial Services first reported a position in APD in Q4 2016 and has held it in 18 quarters since. The position peaked at $6.54M in Q1 2026. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Sowell Financial Services held 21,948 shares of Air Products & Chemicals worth $6.43M as of Q2 2026.
  • Sowell Financial Services sold 549 Air Products & Chemicals shares in Q2 2026, an estimated $160K.
  • Air Products & Chemicals made up 0.21% of Sowell Financial Services's portfolio in Q2 2026, its #105 holding.
  • Sowell Financial Services first reported a position in Air Products & Chemicals in Q4 2016 and has held it in 18 quarters since.
  • Sowell Financial Services's Air Products & Chemicals position peaked at $6.54M in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.