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Symphony Financial’s Air Products & Chemicals APD Stock Holding History

Symphony 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
2025
Q3 		– Sell
-987
Closed -$206K – 271
2025
Q2 		$206K Buy
+987
New +$270K 0.03% 247
2025
Q1 		– Sell
-3,218
Closed -$1.03M – 100
2024
Q4 		$1.03M Buy
3,218
+106
+3% +$33.3K 0.16% 100
2024
Q3 		$935K Buy
3,112
+230
+8% +$62.9K 0.15% 102
2024
Q2 		$758K Buy
2,882
+614
+27% +$156K 0.14% 111
2024
Q1 		$549K Buy
2,268
+373
+20% +$91.4K 0.13% 115
2023
Q4 		$494K Buy
+1,895
New +$521K 0.11% 134

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Symphony Financial's APD Position: Q3 2025 in Review

Symphony Financial sold out of Air Products & Chemicals (APD) in Q3 2025, closing a stake of 987 shares — an estimated $206K sold.

Symphony Financial first reported a position in APD in Q4 2023 and held it in 6 quarters. The position peaked at $1.03M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold APD as of Q3 2025.

  • Symphony Financial reported no remaining Air Products & Chemicals position as of Q3 2025 after selling out during the quarter.
  • Symphony Financial sold 987 Air Products & Chemicals shares in Q3 2025, an estimated $206K.
  • Symphony Financial first reported a position in Air Products & Chemicals in Q4 2023 and held it in 6 quarters.
  • Symphony Financial's Air Products & Chemicals position peaked at $1.03M in Q4 2024.
  • 1,707 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.

Based on Symphony Financial's 13F filing for Q3 2025, filed 31 Oct 2025.