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Beverly Hills Private Wealth’s Air Products & Chemicals APD Stock Holding History

Beverly Hills Private Wealth’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 		$324K Sell
1,106
-5,839
-84% -$1.7M 0.06% 191
2026
Q1 		$2.02M Buy
6,945
+5,594
+414% +$1.54M 0.34% 83
2025
Q4 		$334K Sell
1,351
-6,537
-83% -$1.66M 0.06% 233
2025
Q3 		$2.15M Sell
7,888
-495
-6% -$143K 0.38% 76
2025
Q2 		$2.36M Sell
8,383
-475
-5% -$130K 0.44% 59
2025
Q1 		$2.61M Sell
8,858
-325
-4% -$100K 0.52% 50
2024
Q4 		$2.66M Sell
9,183
-242
-3% -$76K 0.54% 48
2024
Q3 		$2.81M Sell
9,425
-2,336
-20% -$639K 0.57% 43
2024
Q2 		$3.04M Buy
11,761
+329
+3% +$83.5K 0.66% 33
2024
Q1 		$2.77M Buy
11,432
+1,276
+13% +$313K 0.64% 39
2023
Q4 		$2.78M Sell
10,156
-497
-5% -$137K 0.73% 27
2023
Q3 		$3.02M Sell
10,653
-11,020
-51% -$3.23M 0.9% 24
2023
Q2 		$6.16M Buy
21,673
+10,891
+101% +$3.1M 1.01% 21
2023
Q1 		$3.1M Buy
10,782
+1,457
+16% +$425K 0.96% 24
2022
Q4 		$2.87M Buy
+9,325
New +$2.63M 1.26% 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

Beverly Hills Private Wealth's APD Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Air Products & Chemicals (APD) stake by 84% in Q2 2026, selling an estimated $1.7M and leaving 1,106 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #191.

Beverly Hills Private Wealth first reported a position in APD in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.16M in Q2 2023. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Beverly Hills Private Wealth held 1,106 shares of Air Products & Chemicals worth $324K as of Q2 2026.
  • Beverly Hills Private Wealth sold 5,839 Air Products & Chemicals shares in Q2 2026, an estimated $1.7M.
  • Air Products & Chemicals made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #191 holding.
  • Beverly Hills Private Wealth first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Air Products & Chemicals position peaked at $6.16M in Q2 2023.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.