Baker Tilly Wealth Management
APD icon

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

Baker Tilly 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
Q3 		$996K Sell
3,579
-100
-3% -$29.7K 0.2% 93
2026
Q2 		$1.08M Sell
3,679
-710
-16% -$206K 0.23% 81
2026
Q1 		$1.28M Sell
4,389
-588
-12% -$162K 0.31% 63
2025
Q4 		$1.23M Buy
4,977
+2,305
+86% +$584K 0.3% 60
2025
Q3 		$729K Buy
2,672
+14
+0.5% +$4.05K 0.16% 117
2025
Q2 		$750K Buy
2,658
+29
+1% +$7.94K 0.27% 83
2025
Q1 		$775K Buy
2,629
+312
+13% +$96.2K 0.3% 85
2024
Q4 		$672K Buy
2,317
+156
+7% +$49K 0.26% 89
2024
Q3 		$643K Buy
2,161
+313
+17% +$85.6K 0.28% 89
2024
Q2 		$477K Sell
1,848
-1,813
-50% -$460K 0.2% 126
2024
Q1 		$887K Buy
3,661
+680
+23% +$167K 0.16% 137
2023
Q4 		$816K Sell
2,981
-182
-6% -$50K 0.13% 170
2023
Q3 		$896K Sell
3,163
-838
-21% -$246K 0.15% 146
2023
Q2 		$1.2M Sell
4,001
-218
-5% -$62.1K 0.13% 178
2023
Q1 		$1.21M Sell
4,219
-290
-6% -$84.6K 0.14% 172
2022
Q4 		$1.39M Sell
4,509
-285
-6% -$80.3K 0.17% 135
2022
Q3 		$1.12M Buy
4,794
+291
+6% +$72K 0.15% 145
2022
Q2 		$1.08M Sell
4,503
-19
-0.4% -$4.62K 0.14% 152
2022
Q1 		$1.13M Buy
4,522
+1,044
+30% +$268K 0.13% 172
2021
Q4 		$1.06M Sell
3,478
-1,037
-23% -$304K 0.11% 184
2021
Q3 		$1.16M Buy
4,515
+1,828
+68% +$506K 0.15% 136
2021
Q2 		$773K Buy
2,687
+601
+29% +$176K 0.12% 185
2021
Q1 		$587K Buy
2,086
+602
+41% +$164K 0.12% 207
2020
Q4 		$405K Buy
+1,484
New +$418K 0.13% 179

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Baker Tilly Wealth Management's APD Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Air Products & Chemicals (APD) stake by 2.7% in Q3 2026, selling an estimated $29.7K and leaving 3,579 shares worth $996K. The position accounts for 0.2% of the portfolio, ranked #93.

Baker Tilly Wealth Management first reported a position in APD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.39M in Q4 2022. 1,110 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Baker Tilly Wealth Management held 3,579 shares of Air Products & Chemicals worth $996K as of Q3 2026.
  • Baker Tilly Wealth Management sold 100 Air Products & Chemicals shares in Q3 2026, an estimated $29.7K.
  • Air Products & Chemicals made up 0.2% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Baker Tilly Wealth Management first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Air Products & Chemicals position peaked at $1.39M in Q4 2022.
  • 1,110 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.