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Aspen Wealth Strategies’s Air Products & Chemicals APD Stock Holding History

Aspen Wealth Strategies’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 		$1.17M Buy
3,991
+312
+8% +$90.7K 0.57% 30
2026
Q1 		$1.07M Buy
3,679
+88
+2% +$24.3K 0.57% 32
2025
Q4 		$887K Buy
3,591
+28
+0.8% +$7.1K 0.49% 31
2025
Q3 		$972K Buy
3,563
+151
+4% +$43.7K 0.54% 28
2025
Q2 		$962K Buy
3,412
+69
+2% +$18.9K 0.58% 25
2025
Q1 		$986K Buy
3,343
+6
+0.2% +$1.85K 0.65% 24
2024
Q4 		$968K Buy
3,337
+21
+0.6% +$6.59K 0.62% 24
2024
Q3 		$987K Sell
3,316
-429
-11% -$117K 0.64% 23
2024
Q2 		$1.01M Sell
3,745
-81
-2% -$20.5K 0.7% 23
2024
Q1 		$927K Buy
3,826
+569
+17% +$139K 0.64% 25
2023
Q4 		$892K Buy
3,257
+15
+0.5% +$4.12K 0.65% 32
2023
Q3 		$919K Buy
3,242
+252
+8% +$73.9K 0.72% 25
2023
Q2 		$896K Buy
2,990
+321
+12% +$91.4K 0.68% 23
2023
Q1 		$767K Sell
2,669
-32
-1% -$9.34K 0.59% 23
2022
Q4 		$833K Buy
+2,701
New +$761K 0.67% 23

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

Aspen Wealth Strategies's APD Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Air Products & Chemicals (APD) stake by 8.5% in Q2 2026, buying an estimated $90.7K and bringing the position to 3,991 shares worth $1.17M. The position accounts for 0.57% of the portfolio, ranked #30.

Aspen Wealth Strategies first reported a position in APD in Q4 2022 and has held it in 15 quarters since. 1,771 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Aspen Wealth Strategies held 3,991 shares of Air Products & Chemicals worth $1.17M as of Q2 2026.
  • Aspen Wealth Strategies bought 312 Air Products & Chemicals shares in Q2 2026, an estimated $90.7K.
  • Air Products & Chemicals made up 0.57% of Aspen Wealth Strategies's portfolio in Q2 2026, its #30 holding.
  • Aspen Wealth Strategies first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 15 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.