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

Bernicke 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 Q2	$441K	Sell	1,503 -297	-17%	-$86.4K	0.05%	77
2026 Q1	$523K	Sell	1,800 -181	-9%	-$49.9K	0.07%	73
2025 Q4	$489K	Buy	+1,981	New	+$502K	0.06%	73
2020 Q2	$883K	Sell	3,659 -1,730	-32%	-$395K	0.65%	22
2020 Q1	$1.08M	Buy	5,389 +143	+3%	+$32.6K	0.65%	22
2019 Q4	$1.23M	Buy	5,246 +196	+4%	+$44.2K	0.69%	24
2019 Q3	$1.12M	Buy	5,050 +498	+11%	+$112K	0.65%	24
2019 Q2	$1.03M	Sell	4,552 -652	-13%	-$135K	0.62%	14
2019 Q1	$994K	Buy	5,204 +212	+4%	+$36.5K	0.62%	22
2018 Q4	$799K	Buy	4,992 +300	+6%	+$47.6K	0.55%	27
2018 Q3	$784K	Buy	4,692 +440	+10%	+$71.6K	0.52%	34
2018 Q2	$662K	Buy	+4,252	New	+$695K	0.46%	38

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bernicke Wealth Management's APD Position: Q2 2026 in Review

Bernicke Wealth Management reduced its Air Products & Chemicals (APD) stake by 17% in Q2 2026, selling an estimated $86.4K and leaving 1,503 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #77.

Bernicke Wealth Management first reported a position in APD in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.23M in Q4 2019. 1,491 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Bernicke Wealth Management held 1,503 shares of Air Products & Chemicals worth $441K as of Q2 2026.
Bernicke Wealth Management sold 297 Air Products & Chemicals shares in Q2 2026, an estimated $86.4K.
Air Products & Chemicals made up 0.05% of Bernicke Wealth Management's portfolio in Q2 2026, its #77 holding.
Bernicke Wealth Management first reported a position in Air Products & Chemicals in Q2 2018 and has held it in 12 quarters since.
Bernicke Wealth Management's Air Products & Chemicals position peaked at $1.23M in Q4 2019.
1,491 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.