BZWA
APD icon

Blue Zone Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Blue Zone Wealth Advisors’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 		$5.32M Sell
18,150
-259
-1% -$75.3K 0.93% 36
2026
Q1 		$5.35M Sell
18,409
-135
-0.7% -$37.2K 1.09% 37
2025
Q4 		$4.58M Buy
18,544
+279
+2% +$70.7K 0.88% 47
2025
Q3 		$4.98M Buy
18,265
+550
+3% +$159K 0.99% 46
2025
Q2 		$5M Buy
17,715
+549
+3% +$150K 1.25% 41
2025
Q1 		$5.06M Buy
17,166
+1,968
+13% +$607K 1.41% 33
2024
Q4 		$4.41M Buy
15,198
+562
+4% +$176K 1.27% 36
2024
Q3 		$4.36M Buy
14,636
+253
+2% +$69.2K 1.36% 36
2024
Q2 		$3.71M Buy
14,383
+90
+0.6% +$22.8K 1.28% 38
2024
Q1 		$3.46M Buy
14,293
+127
+0.9% +$31.1K 1.19% 40
2023
Q4 		$3.88M Buy
14,166
+2,865
+25% +$788K 1.55% 31
2023
Q3 		$3.2M Buy
11,301
+312
+3% +$91.5K 1.41% 35
2023
Q2 		$3.29M Buy
10,989
+4,299
+64% +$1.22M 1.52% 27
2023
Q1 		$1.92M Sell
6,690
-5,784
-46% -$1.69M 1.03% 38
2022
Q4 		$3.85M Buy
12,474
+106
+0.9% +$29.9K 2.05% 13
2022
Q3 		$2.88M Buy
12,368
+104
+0.8% +$25.7K 1.49% 24
2022
Q2 		$2.95M Buy
12,264
+259
+2% +$63K 1.34% 31
2022
Q1 		$3M Buy
12,005
+1,086
+10% +$279K 1.12% 35
2021
Q4 		$3.32M Buy
10,919
+357
+3% +$105K 1.1% 34
2021
Q3 		$2.71M Buy
10,562
+1,914
+22% +$529K 0.94% 44
2021
Q2 		$2.49M Buy
8,648
+325
+4% +$95.4K 0.93% 46
2021
Q1 		$2.34M Buy
8,323
+1,092
+15% +$297K 1% 39
2020
Q4 		$1.98M Buy
+7,231
New +$2.04M 0.95% 38

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

Blue Zone Wealth Advisors's APD Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 1.4% in Q2 2026, selling an estimated $75.3K and leaving 18,150 shares worth $5.32M. The position accounts for 0.93% of the portfolio, ranked #36.

Blue Zone Wealth Advisors first reported a position in APD in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.35M in Q1 2026. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Blue Zone Wealth Advisors held 18,150 shares of Air Products & Chemicals worth $5.32M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 259 Air Products & Chemicals shares in Q2 2026, an estimated $75.3K.
  • Air Products & Chemicals made up 0.93% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Blue Zone Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 23 quarters since.
  • Blue Zone Wealth Advisors's Air Products & Chemicals position peaked at $5.35M in Q1 2026.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.