Badgley Phelps Wealth Managers
APD icon

Badgley Phelps Wealth Managers’s Air Products & Chemicals APD Stock Holding History

Badgley Phelps Wealth Managers’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
Q3 		$456K Buy
1,640
+114
+7% +$33.9K 0.01% 257
2026
Q2 		$447K Sell
1,526
-137
-8% -$39.8K 0.01% 258
2026
Q1 		$483K Buy
1,663
+260
+19% +$71.7K 0.01% 247
2025
Q4 		$347K Buy
1,403
+89
+7% +$22.6K 0.01% 269
2025
Q3 		$358K Hold
1,314
– – 0.01% 248
2025
Q2 		$371K Sell
1,314
-216
-14% -$59.1K 0.01% 237
2025
Q1 		$451K Buy
1,530
+12
+0.8% +$3.7K 0.01% 220
2024
Q4 		$440K Hold
1,518
– – 0.01% 221
2024
Q3 		$452K Buy
1,518
+338
+29% +$92.4K 0.01% 218
2024
Q2 		$304K Sell
1,180
-13
-1% -$3.3K 0.01% 223
2024
Q1 		$291K Buy
1,193
+13
+1% +$3.18K 0.01% 220
2023
Q4 		$325K Sell
1,180
-100
-8% -$27.5K 0.01% 211
2023
Q3 		$363K Sell
1,280
-4
-0.3% -$1.17K 0.01% 183
2023
Q2 		$385K Hold
1,284
– – 0.01% 192
2023
Q1 		$369K Buy
+1,284
New +$375K 0.01% 168

Other funds holding APD

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Badgley Phelps Wealth Managers's APD Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Air Products & Chemicals (APD) stake by 7.5% in Q3 2026, buying an estimated $33.9K and bringing the position to 1,640 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #257.

Badgley Phelps Wealth Managers first reported a position in APD in Q1 2023 and has held it in 15 quarters since. The position peaked at $483K in Q1 2026. 1,321 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Badgley Phelps Wealth Managers held 1,640 shares of Air Products & Chemicals worth $456K as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 114 Air Products & Chemicals shares in Q3 2026, an estimated $33.9K.
  • Air Products & Chemicals made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #257 holding.
  • Badgley Phelps Wealth Managers first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 15 quarters since.
  • Badgley Phelps Wealth Managers's Air Products & Chemicals position peaked at $483K in Q1 2026.
  • 1,321 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.