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

Axxcess 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
2026
Q2 		$731K Sell
2,493
-2,186
-47% -$636K 0.01% 611
2026
Q1 		$1.36M Buy
4,679
+2,146
+85% +$592K 0.04% 215
2025
Q4 		$626K Buy
2,533
+1,275
+101% +$323K 0.01% 632
2025
Q3 		$343K Buy
1,258
+195
+18% +$56.5K 0.01% 715
2025
Q2 		$300K Sell
1,063
-39
-4% -$10.7K 0.01% 715
2025
Q1 		$325K Sell
1,102
-133
-11% -$41K 0.01% 663
2024
Q4 		$358K Sell
1,235
-33
-3% -$10.4K 0.01% 625
2024
Q3 		$378K Sell
1,268
-1,496
-54% -$409K 0.01% 628
2024
Q2 		$713K Buy
2,764
+1,336
+94% +$339K 0.02% 448
2024
Q1 		$346K Buy
1,428
+602
+73% +$148K 0.01% 631
2023
Q4 		$226K Sell
826
-999
-55% -$275K 0.01% 741
2023
Q3 		$517K Buy
1,825
+872
+92% +$256K 0.02% 460
2023
Q2 		$285K Buy
953
+64
+7% +$18.2K 0.02% 462
2023
Q1 		$255K Buy
889
+28
+3% +$8.17K 0.02% 526
2022
Q4 		$265K Buy
+861
New +$243K 0.02% 477
2022
Q1 		– Sell
-2,271
Closed -$691K – 634
2021
Q4 		$691K Buy
+2,271
New +$667K 0.05% 289

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

Axxcess Wealth Management's APD Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Air Products & Chemicals (APD) stake by 47% in Q2 2026, selling an estimated $636K and leaving 2,493 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #611.

Axxcess Wealth Management first reported a position in APD in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.36M in Q1 2026. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Axxcess Wealth Management held 2,493 shares of Air Products & Chemicals worth $731K as of Q2 2026.
  • Axxcess Wealth Management sold 2,186 Air Products & Chemicals shares in Q2 2026, an estimated $636K.
  • Air Products & Chemicals made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #611 holding.
  • Axxcess Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 16 quarters since.
  • Axxcess Wealth Management's Air Products & Chemicals position peaked at $1.36M in Q1 2026.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.