BWM
APD icon

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

BKM 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
2025
Q1 		– Sell
-843
Closed -$245K – 159
2024
Q4 		$245K Sell
843
-22
-3% -$6.91K 0.1% 146
2024
Q3 		$258K Sell
865
-2,066
-70% -$565K 0.1% 145
2024
Q2 		$756K Sell
2,931
-2,027
-41% -$514K 0.36% 80
2024
Q1 		$1.2M Buy
4,958
+747
+18% +$183K 0.52% 66
2023
Q4 		$1.15M Buy
+4,211
New +$1.16M 0.49% 57

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

BKM Wealth Management's APD Position: Q1 2025 in Review

BKM Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 843 shares — an estimated $245K sold.

BKM Wealth Management first reported a position in APD in Q4 2023 and held it in 5 quarters. The position peaked at $1.2M in Q1 2024. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • BKM Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
  • BKM Wealth Management sold 843 Air Products & Chemicals shares in Q1 2025, an estimated $245K.
  • BKM Wealth Management first reported a position in Air Products & Chemicals in Q4 2023 and held it in 5 quarters.
  • BKM Wealth Management's Air Products & Chemicals position peaked at $1.2M in Q1 2024.
  • 1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on BKM Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.