BWL
APD icon

Bogart Wealth LLC’s Air Products & Chemicals APD Stock Holding History

Bogart Wealth LLC’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 		$78.9K Sell
269
-53
-16% -$15.4K ﹤0.01% 434
2026
Q1 		$93.5K Buy
322
+12
+4% +$3.31K ﹤0.01% 368
2025
Q4 		$76.6K Buy
310
+4
+1% +$1.01K ﹤0.01% 372
2025
Q3 		$83.5K Sell
306
-155
-34% -$44.9K ﹤0.01% 350
2025
Q2 		$130K Buy
461
+221
+92% +$60.5K 0.01% 299
2025
Q1 		$70.8K Buy
240
+53
+28% +$16.3K ﹤0.01% 355
2024
Q4 		$54.2K Hold
187
– – ﹤0.01% 400
2024
Q3 		$55.7K Hold
187
– – ﹤0.01% 393
2024
Q2 		$48.3K Buy
187
+35
+23% +$8.88K ﹤0.01% 415
2024
Q1 		$36.8K Sell
152
-60
-28% -$14.7K ﹤0.01% 426
2023
Q4 		$58K Hold
212
– – ﹤0.01% 353
2023
Q3 		$60.1K Hold
212
– – ﹤0.01% 322
2023
Q2 		$63.5K Sell
212
-75
-26% -$21.4K ﹤0.01% 298
2023
Q1 		$82.4K Sell
287
-86
-23% -$25.1K 0.01% 249
2022
Q4 		$115K Sell
373
-6
-2% -$1.69K 0.01% 217
2022
Q3 		$88K Sell
379
-7
-2% -$1.73K 0.01% 239
2022
Q2 		$93K Buy
386
+100
+35% +$24.3K 0.01% 217
2022
Q1 		$71K Hold
286
– – 0.01% 243
2021
Q4 		$87K Hold
286
– – 0.01% 215
2021
Q3 		$73K Hold
286
– – 0.01% 219
2021
Q2 		$82K Hold
286
– – 0.01% 202
2021
Q1 		$80K Buy
286
+80
+39% +$21.7K 0.01% 193
2020
Q4 		$56K Buy
206
+6
+3% +$1.69K 0.01% 189
2020
Q3 		$59K Buy
+200
New +$57.5K 0.01% 180

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

Bogart Wealth LLC's APD Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Air Products & Chemicals (APD) stake by 16% in Q2 2026, selling an estimated $15.4K and leaving 269 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Bogart Wealth LLC first reported a position in APD in Q3 2020 and has held it in 24 quarters since. The position peaked at $130K in Q2 2025. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Bogart Wealth LLC held 269 shares of Air Products & Chemicals worth $78.9K as of Q2 2026.
  • Bogart Wealth LLC sold 53 Air Products & Chemicals shares in Q2 2026, an estimated $15.4K.
  • Air Products & Chemicals made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #434 holding.
  • Bogart Wealth LLC first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 24 quarters since.
  • Bogart Wealth LLC's Air Products & Chemicals position peaked at $130K in Q2 2025.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.