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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aspen Wealth Strategies's APD Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Air Products & Chemicals (APD) stake by 2.5% in Q1 2026, buying an estimated $24.3K and bringing the position to 3,679 shares worth $1.07M. The position accounts for 0.57% of the portfolio, ranked #32.

Aspen Wealth Strategies first reported a position in APD in Q4 2022 and has held it in 14 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Aspen Wealth Strategies held 3,679 shares of Air Products & Chemicals worth $1.07M as of Q1 2026.
Aspen Wealth Strategies bought 88 Air Products & Chemicals shares in Q1 2026, an estimated $24.3K.
Air Products & Chemicals made up 0.57% of Aspen Wealth Strategies's portfolio in Q1 2026, its #32 holding.
Aspen Wealth Strategies first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 14 quarters since.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.