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Berry Wealth Group’s Air Products & Chemicals APD Stock Holding History

Berry Wealth Group’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 		$228K Sell
776
-14
-2% -$4.07K 0.73% 29
2026
Q1 		$230K Sell
790
-167
-17% -$46K 0.86% 27
2025
Q4 		$237K Sell
957
-154
-14% -$39K 0.83% 25
2025
Q3 		$303K Sell
1,111
-7,787
-88% -$2.25M 0.99% 23
2025
Q2 		$2.51M Buy
8,898
+23
+0.3% +$6.29K 1.76% 16
2025
Q1 		$2.62M Sell
8,875
-478
-5% -$147K 2.05% 16
2024
Q4 		$2.71M Sell
9,353
-181
-2% -$56.8K 1.96% 15
2024
Q3 		$2.84M Sell
9,534
-151
-2% -$41.3K 2.03% 16
2024
Q2 		$2.5M Buy
9,685
+305
+3% +$77.4K 2% 17
2024
Q1 		$2.27M Sell
9,380
-2,575
-22% -$631K 1.89% 19
2023
Q4 		$3.27M Buy
+11,955
New +$3.29M 3.01% 15

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berry Wealth Group's APD Position: Q2 2026 in Review

Berry Wealth Group reduced its Air Products & Chemicals (APD) stake by 1.8% in Q2 2026, selling an estimated $4.07K and leaving 776 shares worth $228K. The position accounts for 0.73% of the portfolio, ranked #29.

Berry Wealth Group first reported a position in APD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.27M in Q4 2023. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Berry Wealth Group held 776 shares of Air Products & Chemicals worth $228K as of Q2 2026.
  • Berry Wealth Group sold 14 Air Products & Chemicals shares in Q2 2026, an estimated $4.07K.
  • Air Products & Chemicals made up 0.73% of Berry Wealth Group's portfolio in Q2 2026, its #29 holding.
  • Berry Wealth Group first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Air Products & Chemicals position peaked at $3.27M in Q4 2023.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.