Avion Wealth’s Air Products & Chemicals APD Stock Holding History

Avion Wealth’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	$13K	Buy	45 +14	+45%	+$3.86K	﹤0.01%	412
2025 Q4	$7K	Sell	31 -6	-16%	-$1.52K	﹤0.01%	569
2025 Q3	$10K	Sell	37 -3	-8%	-$868	﹤0.01%	470
2025 Q2	$11K	Buy	40 +15	+60%	+$4.1K	﹤0.01%	433
2025 Q1	$7K	Hold	25	–	–	﹤0.01%	458
2024 Q4	$7K	Buy	25 +1	+4%	+$314	﹤0.01%	457
2024 Q3	$7K	Buy	24 +6	+33%	+$1.64K	﹤0.01%	429
2024 Q2	$4K	Buy	18 +4	+29%	+$1.01K	﹤0.01%	489
2024 Q1	$4K	Buy	14 +8	+133%	+$1.96K	﹤0.01%	487
2023 Q4	$2K	Sell	6 -7	-54%	-$1.93K	﹤0.01%	527
2023 Q3	$3K	Buy	13 +6	+86%	+$1.76K	﹤0.01%	409
2023 Q2	$2K	Buy	7 +3	+75%	+$854	﹤0.01%	455
2023 Q1	$1K	Hold	4	–	–	﹤0.01%	415
2022 Q4	$0	Hold	4	–	–	﹤0.01%	462
2022 Q3	$1K	Buy	+4	New	+$990	﹤0.01%	417
2021 Q1	–	Sell	-115	Closed	-$31K	–	348
2020 Q4	$31K	Buy	+115	New	+$32.4K	0.01%	155

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

Avion Wealth's APD Position: Q1 2026 in Review

Avion Wealth increased its Air Products & Chemicals (APD) stake by 45% in Q1 2026, buying an estimated $3.86K and bringing the position to 45 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Avion Wealth first reported a position in APD in Q4 2020 and has held it in 16 quarters since. The position peaked at $31K in Q4 2020. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Avion Wealth held 45 shares of Air Products & Chemicals worth $13K as of Q1 2026.
Avion Wealth bought 14 Air Products & Chemicals shares in Q1 2026, an estimated $3.86K.
Air Products & Chemicals made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #412 holding.
Avion Wealth first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 16 quarters since.
Avion Wealth's Air Products & Chemicals position peaked at $31K in Q4 2020.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.