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 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 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

Berry Wealth Group's APD Position: Q1 2026 in Review

Berry Wealth Group reduced its Air Products & Chemicals (APD) stake by 17% in Q1 2026, selling an estimated $46K and leaving 790 shares worth $230K. The position accounts for 0.86% of the portfolio, ranked #27.

Berry Wealth Group first reported a position in APD in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.27M in Q4 2023. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Berry Wealth Group held 790 shares of Air Products & Chemicals worth $230K as of Q1 2026.
Berry Wealth Group sold 167 Air Products & Chemicals shares in Q1 2026, an estimated $46K.
Air Products & Chemicals made up 0.86% of Berry Wealth Group's portfolio in Q1 2026, its #27 holding.
Berry Wealth Group first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 10 quarters since.
Berry Wealth Group's Air Products & Chemicals position peaked at $3.27M in Q4 2023.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.