Amplius Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Amplius Wealth Advisors’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	$220K	Buy	751 +11	+1%	+$3.2K	0.02%	196
2026 Q1	$215K	Buy	+740	New	+$204K	0.02%	166
2025 Q4	–	Sell	-743	Closed	-$203K	–	179
2025 Q3	$203K	Sell	743 -341	-31%	-$98.7K	0.02%	168
2025 Q2	$306K	Buy	1,084 +3	+0.3%	+$821	0.03%	154
2025 Q1	$319K	Buy	1,081 +2	+0.2%	+$617	0.03%	133
2024 Q4	$313K	Hold	1,079	–	–	0.03%	134
2024 Q3	$321K	Hold	1,079	–	–	0.04%	121
2024 Q2	$278K	Sell	1,079 -7	-0.6%	-$1.78K	0.03%	136
2024 Q1	$263K	Hold	1,086	–	–	0.03%	143
2023 Q4	$297K	Sell	1,086 -4	-0.4%	-$1.1K	0.04%	123
2023 Q3	$309K	Hold	1,090	–	–	0.04%	118
2023 Q2	$326K	Sell	1,090 -9	-0.8%	-$2.56K	0.04%	120
2023 Q1	$316K	Buy	1,099 +6	+0.5%	+$1.75K	0.05%	119
2022 Q4	$337K	Hold	1,093	–	–	0.05%	112
2022 Q3	$254K	Buy	1,093 +1	+0.1%	+$248	0.05%	129
2022 Q2	$262K	Buy	1,092 +2	+0.2%	+$486	0.04%	136
2022 Q1	$272K	Sell	1,090 -35	-3%	-$8.99K	0.04%	144
2021 Q4	$342K	Buy	+1,125	New	+$330K	0.05%	139

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amplius Wealth Advisors's APD Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Air Products & Chemicals (APD) stake by 1.5% in Q2 2026, buying an estimated $3.2K and bringing the position to 751 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #196.

Amplius Wealth Advisors first reported a position in APD in Q4 2021 and has held it in 18 quarters since. The position peaked at $342K in Q4 2021. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Amplius Wealth Advisors held 751 shares of Air Products & Chemicals worth $220K as of Q2 2026.
Amplius Wealth Advisors bought 11 Air Products & Chemicals shares in Q2 2026, an estimated $3.2K.
Air Products & Chemicals made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #196 holding.
Amplius Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 18 quarters since.
Amplius Wealth Advisors's Air Products & Chemicals position peaked at $342K in Q4 2021.
1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.