Planning Strategies Inc.’s Air Products & Chemicals APD Stock Holding History

Planning Strategies Inc.’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	$104K	Buy	+355	New	+$103K	0.06%	100

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s APD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Air Products & Chemicals (APD) in Q2 2026: 355 shares worth $104K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings.

658 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Planning Strategies Inc. held 355 shares of Air Products & Chemicals worth $104K as of Q2 2026.
Air Products & Chemicals was a new Planning Strategies Inc. position in Q2 2026.
Air Products & Chemicals made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #100 holding.
658 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.