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

Taylor Financial 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 Q3	$345K	Sell	1,240 -175	-12%	-$52.1K	0.19%	76
2026 Q2	$415K	Hold	1,415	–	–	0.23%	76
2026 Q1	$411K	Sell	1,415 -20	-1%	-$5.51K	0.25%	74
2025 Q4	$354K	Hold	1,435	–	–	0.21%	80
2025 Q3	$391K	Hold	1,435	–	–	0.23%	76
2025 Q2	$405K	Hold	1,435	–	–	0.25%	70
2025 Q1	$423K	Hold	1,435	–	–	0.29%	68
2024 Q4	$416K	Sell	1,435 -30	-2%	-$9.42K	0.29%	66
2024 Q3	$436K	Sell	1,465 -7	-0.5%	-$1.91K	0.3%	67
2024 Q2	$380K	Hold	1,472	–	–	0.29%	68
2024 Q1	$357K	Sell	1,472 -83	-5%	-$20.3K	0.27%	70
2023 Q4	$426K	Buy	+1,555	New	+$428K	0.35%	60

Other funds holding APD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Taylor Financial Group's APD Position: Q3 2026 in Review

Taylor Financial Group reduced its Air Products & Chemicals (APD) stake by 12% in Q3 2026, selling an estimated $52.1K and leaving 1,240 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #76.

Taylor Financial Group first reported a position in APD in Q4 2023 and has held it in 12 quarters since. The position peaked at $436K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Taylor Financial Group held 1,240 shares of Air Products & Chemicals worth $345K as of Q3 2026.
Taylor Financial Group sold 175 Air Products & Chemicals shares in Q3 2026, an estimated $52.1K.
Air Products & Chemicals made up 0.19% of Taylor Financial Group's portfolio in Q3 2026, its #76 holding.
Taylor Financial Group first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 12 quarters since.
Taylor Financial Group's Air Products & Chemicals position peaked at $436K in Q3 2024.
1,171 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.