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B. Riley Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

B. Riley Wealth Advisors’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 		$328K Sell
1,210
-651
-35% -$189K 0.02% 598
2026
Q1 		$543K Sell
1,861
-23
-1% -$6.34K 0.03% 424
2025
Q4 		$465K Buy
1,884
+388
+26% +$98.4K 0.02% 553
2025
Q3 		$408K Sell
1,496
-652
-30% -$189K 0.02% 604
2025
Q2 		$606K Buy
+2,148
New +$588K 0.03% 468
2024
Q4 		$1.53M Buy
5,272
+107
+2% +$33.6K 0.05% 332
2024
Q3 		$1.52M Sell
5,165
-312
-6% -$85.3K 0.04% 390
2024
Q2 		$1.41M Sell
5,477
-254
-4% -$64.4K 0.04% 434
2024
Q1 		$1.63M Buy
5,731
+449
+9% +$110K 0.04% 406
2023
Q4 		$1.46M Sell
5,282
-449
-8% -$123K 0.04% 436
2023
Q3 		$1.63M Sell
5,731
-19,505
-77% -$5.72M 0.04% 406
2023
Q2 		$7.57M Buy
25,236
+19,327
+327% +$5.5M 0.17% 125
2023
Q1 		$1.71M Sell
5,909
-1,602
-21% -$468K 0.05% 390
2022
Q4 		$2.33M Buy
7,511
+386
+5% +$109K 0.07% 304
2022
Q3 		$1.66M Buy
7,125
+1,412
+25% +$350K 0.05% 352
2022
Q2 		$1.37M Buy
5,713
+73
+1% +$17.8K 0.06% 327
2022
Q1 		$1.41M Sell
5,640
-1,837
-25% -$472K 0.05% 380
2021
Q4 		$2.27M Buy
7,477
+105
+1% +$30.8K 0.07% 326
2021
Q3 		$1.89M Buy
7,372
+1,317
+22% +$364K 0.06% 354
2021
Q2 		$1.74M Buy
6,055
+2,354
+64% +$691K 0.06% 372
2021
Q1 		$1.04M Sell
3,701
-1,053
-22% -$286K 0.04% 468
2020
Q4 		$1.3M Sell
4,754
-653
-12% -$184K 0.07% 267
2020
Q3 		$1.61M Sell
5,407
-1,007
-16% -$290K 0.09% 235
2020
Q2 		$1.55M Buy
6,414
+305
+5% +$69.6K 0.1% 202
2020
Q1 		$1.22M Buy
6,109
+1,228
+25% +$280K 0.1% 200
2019
Q4 		$1.15M Buy
4,881
+1,386
+40% +$313K 0.1% 223
2019
Q3 		$777K Buy
3,495
+917
+36% +$206K 0.08% 271
2019
Q2 		$584K Buy
2,578
+720
+39% +$149K 0.06% 319
2019
Q1 		$356K Buy
1,858
+14
+0.8% +$2.41K 0.04% 436
2018
Q4 		$297K Sell
1,844
-77
-4% -$12.2K 0.04% 435
2018
Q3 		$322K Sell
1,921
-1
-0.1% -$163 0.04% 467
2018
Q2 		$301K Buy
1,922
+81
+4% +$13.2K 0.04% 463
2018
Q1 		$294K Sell
1,841
-127
-6% -$20.9K 0.04% 465
2017
Q4 		$324K Buy
1,968
+419
+27% +$66.7K 0.04% 417
2017
Q3 		$235K Sell
1,549
-15
-1% -$2.2K 0.04% 450
2017
Q2 		$224K Sell
1,564
-5
-0.3% -$711 0.04% 447
2017
Q1 		$213K Sell
1,569
-1,097
-41% -$155K 0.04% 448
2016
Q4 		$384K Buy
2,666
+393
+17% +$55K 0.08% 289
2016
Q3 		$317K Buy
2,273
+61
+3% +$8.46K 0.06% 388
2016
Q2 		$291K Buy
2,212
+328
+17% +$43.7K 0.06% 401
2016
Q1 		$251K Buy
+1,884
New +$228K 0.06% 398
2015
Q1 		– Sell
-108
Closed -$14 – 646
2014
Q4 		$14 Buy
+108
New +$13.7K ﹤0.01% 2697
2014
Q3 		– Sell
-83
Closed -$9.85K – 723
2014
Q2 		$9.85K Buy
+83
New +$9.26K ﹤0.01% 1794

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

B. Riley Wealth Advisors's APD Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 35% in Q2 2026, selling an estimated $189K and leaving 1,210 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #598.

B. Riley Wealth Advisors first reported a position in APD in Q2 2014 and has held it in 43 quarters since. The position peaked at $7.57M in Q2 2023. 390 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • B. Riley Wealth Advisors held 1,210 shares of Air Products & Chemicals worth $328K as of Q2 2026.
  • B. Riley Wealth Advisors sold 651 Air Products & Chemicals shares in Q2 2026, an estimated $189K.
  • Air Products & Chemicals made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #598 holding.
  • B. Riley Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2014 and has held it in 43 quarters since.
  • B. Riley Wealth Advisors's Air Products & Chemicals position peaked at $7.57M in Q2 2023.
  • 390 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.