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Baltimore-Washington Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Baltimore-Washington Financial 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
Q1 		$285K Sell
981
-123
-11% -$33.9K 0.01% 158
2025
Q4 		$273K Sell
1,104
-1,061
-49% -$269K 0.01% 161
2025
Q3 		$590K Buy
2,165
+1,072
+98% +$310K 0.03% 110
2025
Q2 		$308K Hold
1,093
– – 0.01% 139
2025
Q1 		$322K Hold
1,093
– – 0.02% 124
2024
Q4 		$317K Hold
1,093
– – 0.02% 120
2024
Q3 		$325K Buy
1,093
+112
+11% +$30.6K 0.02% 117
2024
Q2 		$253K Buy
+981
New +$249K 0.01% 124
2024
Q1 		– Sell
-993
Closed -$272K – 129
2023
Q4 		$272K Buy
993
+12
+1% +$3.3K 0.02% 126
2023
Q3 		$278K Buy
+981
New +$288K 0.02% 122

Other funds holding APD

BlackRock
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return