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

Blue Rock 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
2026 Q1	$581K	Hold	2,000	–	–	0.37%	46
2025 Q4	$494K	Hold	2,000	–	–	0.31%	49
2025 Q3	$545K	Hold	2,000	–	–	0.34%	48
2025 Q2	$564K	Hold	2,000	–	–	0.39%	44
2025 Q1	$590K	Hold	2,000	–	–	0.5%	39
2024 Q4	$580K	Buy	+2,000	New	+$628K	0.61%	33

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

Blue Rock Wealth Management's APD Position: Q1 2026 in Review

Blue Rock Wealth Management held its Air Products & Chemicals (APD) position steady in Q1 2026 at 2,000 shares worth $581K. The position accounts for 0.37% of the portfolio, ranked #46.

Blue Rock Wealth Management first reported a position in APD in Q4 2024 and has held it in 6 quarters since. The position peaked at $590K in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Blue Rock Wealth Management held 2,000 shares of Air Products & Chemicals worth $581K as of Q1 2026.
Blue Rock Wealth Management left its Air Products & Chemicals share count unchanged in Q1 2026.
Air Products & Chemicals made up 0.37% of Blue Rock Wealth Management's portfolio in Q1 2026, its #46 holding.
Blue Rock Wealth Management first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 6 quarters since.
Blue Rock Wealth Management's Air Products & Chemicals position peaked at $590K in Q1 2025.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.