AWM
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Aprio Wealth Management’s Air Products & Chemicals APD Stock Holding History

Aprio Wealth Management’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
Q2 		– Sell
-736
Closed -$217K – 412
2025
Q1 		$217K Buy
736
+5
+0.7% +$1.54K 0.03% 344
2024
Q4 		$212K Sell
731
-9
-1% -$2.83K 0.03% 290
2024
Q3 		$220K Buy
+740
New +$202K 0.04% 254
2024
Q1 		– Sell
-762
Closed -$209K – 242
2023
Q4 		$209K Buy
762
+55
+8% +$15.1K 0.05% 180
2023
Q3 		$200K Sell
707
-1
-0.1% -$293 0.06% 164
2023
Q2 		$212K Buy
+708
New +$202K 0.06% 142

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aprio Wealth Management's APD Position: Q2 2025 in Review

Aprio Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 736 shares — an estimated $217K sold.

Aprio Wealth Management first reported a position in APD in Q2 2023 and held it in 6 quarters. The position peaked at $220K in Q3 2024. 1,746 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Aprio Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
  • Aprio Wealth Management sold 736 Air Products & Chemicals shares in Q2 2025, an estimated $217K.
  • Aprio Wealth Management first reported a position in Air Products & Chemicals in Q2 2023 and held it in 6 quarters.
  • Aprio Wealth Management's Air Products & Chemicals position peaked at $220K in Q3 2024.
  • 1,746 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Aprio Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.