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

Bay Harbor 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 Q1	$8.13K	Buy	28 +12	+75%	+$3.31K	﹤0.01%	259
2025 Q4	$3.95K	Buy	16 +5	+45%	+$1.27K	﹤0.01%	332
2025 Q3	$3K	Buy	11 +4	+57%	+$1.16K	﹤0.01%	294
2025 Q2	$1.97K	Buy	7 +3	+75%	+$821	﹤0.01%	313
2025 Q1	$1.18K	Buy	+4	New	+$1.23K	﹤0.01%	265
2021 Q1	–	Sell	-24	Closed	-$7K	–	224
2020 Q4	$7K	Hold	24	–	–	﹤0.01%	251
2020 Q3	$7K	Sell	24 -1	-4%	-$288	﹤0.01%	241
2020 Q2	$6K	Hold	25	–	–	﹤0.01%	231
2020 Q1	$5K	Hold	25	–	–	﹤0.01%	225
2019 Q4	$6K	Hold	25	–	–	﹤0.01%	248
2019 Q3	$5K	Hold	25	–	–	﹤0.01%	265
2019 Q2	$6K	Hold	25	–	–	﹤0.01%	255
2019 Q1	$5K	Hold	25	–	–	﹤0.01%	296
2018 Q4	$4K	Buy	+25	New	+$3.96K	﹤0.01%	292

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bay Harbor Wealth Management's APD Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Air Products & Chemicals (APD) stake by 75% in Q1 2026, buying an estimated $3.31K and bringing the position to 28 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Bay Harbor Wealth Management first reported a position in APD in Q4 2018 and has held it in 14 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Bay Harbor Wealth Management held 28 shares of Air Products & Chemicals worth $8.13K as of Q1 2026.
Bay Harbor Wealth Management bought 12 Air Products & Chemicals shares in Q1 2026, an estimated $3.31K.
Air Products & Chemicals made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #259 holding.
Bay Harbor Wealth Management first reported a position in Air Products & Chemicals in Q4 2018 and has held it in 14 quarters since.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.