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

Baron 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
2025
Q4 		– Sell
-804
Closed -$219K – 263
2025
Q3 		$219K Sell
804
-26
-3% -$7.53K 0.07% 213
2025
Q2 		$234K Sell
830
-244
-23% -$66.8K 0.08% 188
2025
Q1 		$317K Sell
1,074
-195
-15% -$60.1K 0.14% 123
2024
Q4 		$368K Buy
1,269
+25
+2% +$7.85K 0.17% 100
2024
Q3 		$370K Sell
1,244
-43
-3% -$11.8K 0.18% 95
2024
Q2 		$332K Buy
1,287
+347
+37% +$88K 0.17% 94
2024
Q1 		$228K Sell
940
-47
-5% -$11.5K 0.12% 158
2023
Q4 		$270K Buy
987
+5
+0.5% +$1.38K 0.15% 127
2023
Q3 		$278K Buy
982
+13
+1% +$3.81K 0.18% 101
2023
Q2 		$290K Buy
969
+6
+0.6% +$1.71K 0.18% 99
2023
Q1 		$277K Buy
963
+11
+1% +$3.21K 0.2% 92
2022
Q4 		$293K Buy
+952
New +$268K 0.23% 80

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Baron Wealth Management's APD Position: Q4 2025 in Review

Baron Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 804 shares — an estimated $219K sold.

Baron Wealth Management first reported a position in APD in Q4 2022 and held it in 12 quarters. The position peaked at $370K in Q3 2024. 1,666 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • Baron Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
  • Baron Wealth Management sold 804 Air Products & Chemicals shares in Q4 2025, an estimated $219K.
  • Baron Wealth Management first reported a position in Air Products & Chemicals in Q4 2022 and held it in 12 quarters.
  • Baron Wealth Management's Air Products & Chemicals position peaked at $370K in Q3 2024.
  • 1,666 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Baron Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.