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Bison Wealth’s Air Products & Chemicals APD Stock Holding History

Bison 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
2024
Q4 		$245K Buy
+845
New +$265K 0.05% 259
2024
Q1 		– Sell
-2,765
Closed -$757K – 427
2023
Q4 		$757K Buy
2,765
+69
+3% +$19K 0.13% 168
2023
Q3 		$764K Buy
2,696
+36
+1% +$10.6K 0.15% 148
2023
Q2 		$797K Buy
2,660
+930
+54% +$265K 0.15% 149
2023
Q1 		$478K Buy
1,730
+842
+95% +$246K 0.15% 156
2022
Q4 		$279K Buy
+888
New +$250K 0.09% 216

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bison Wealth's APD Position: Q4 2024 in Review

Bison Wealth opened a new position in Air Products & Chemicals (APD) in Q4 2024: 845 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #259 among its holdings. This is a return to the name: Bison Wealth previously reported a position in APD as recently as Q4 2023.

Bison Wealth first reported a position in APD in Q4 2022 and has held it in 6 quarters since. The position peaked at $797K in Q2 2023. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Bison Wealth held 845 shares of Air Products & Chemicals worth $245K as of Q4 2024.
  • Air Products & Chemicals was a new Bison Wealth position in Q4 2024.
  • Air Products & Chemicals made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #259 holding.
  • Bison Wealth first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 6 quarters since.
  • Bison Wealth's Air Products & Chemicals position peaked at $797K in Q2 2023.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.