TAFW
APD icon

Tred Avon Family Wealth’s Air Products & Chemicals APD Stock Holding History

Tred Avon Family Wealth’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 		$237K Sell
807
-25
-3% -$7.27K 0.07% 253
2026
Q1 		$242K Buy
832
+1
+0.1% +$276 0.08% 247
2025
Q4 		$205K Hold
831
– – 0.07% 251
2025
Q3 		$227K Buy
+831
New +$241K 0.08% 228

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

Tred Avon Family Wealth's APD Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Air Products & Chemicals (APD) stake by 3% in Q2 2026, selling an estimated $7.27K and leaving 807 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #253.

Tred Avon Family Wealth first reported a position in APD in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q1 2026. 1,776 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Tred Avon Family Wealth held 807 shares of Air Products & Chemicals worth $237K as of Q2 2026.
  • Tred Avon Family Wealth sold 25 Air Products & Chemicals shares in Q2 2026, an estimated $7.27K.
  • Air Products & Chemicals made up 0.07% of Tred Avon Family Wealth's portfolio in Q2 2026, its #253 holding.
  • Tred Avon Family Wealth first reported a position in Air Products & Chemicals in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Air Products & Chemicals position peaked at $242K in Q1 2026.
  • 1,776 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.