Brandywine Oak Private Wealth
APD icon

Brandywine Oak Private Wealth’s Air Products & Chemicals APD Stock Holding History

Brandywine Oak Private 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
2026
Q3 		$406K Buy
1,459
+3
+0.2% +$892 0.03% 169
2026
Q2 		$427K Buy
1,456
+2
+0.1% +$582 0.03% 169
2026
Q1 		$422K Sell
1,454
-502
-26% -$138K 0.04% 163
2025
Q4 		$483K Sell
1,956
-90
-4% -$22.8K 0.04% 154
2025
Q3 		$558K Buy
2,046
+3
+0.1% +$868 0.05% 146
2025
Q2 		$576K Sell
2,043
-182
-8% -$49.8K 0.05% 138
2025
Q1 		$656K Sell
2,225
-33
-1% -$10.2K 0.06% 129
2024
Q4 		$655K Buy
2,258
+3
+0.1% +$942 0.06% 128
2024
Q3 		$671K Sell
2,255
-73
-3% -$20K 0.07% 129
2024
Q2 		$601K Buy
2,328
+1,216
+109% +$308K 0.06% 131
2024
Q1 		$269K Buy
1,112
+4
+0.4% +$980 0.03% 205
2023
Q4 		$303K Buy
1,108
+264
+31% +$72.6K 0.03% 189
2023
Q3 		$239K Sell
844
-70
-8% -$20.5K 0.03% 208
2023
Q2 		$274K Sell
914
-60
-6% -$17.1K 0.03% 212
2023
Q1 		$280K Sell
974
-31
-3% -$9.05K 0.03% 205
2022
Q4 		$310K Sell
1,005
-44
-4% -$12.4K 0.04% 195
2022
Q3 		$244K Sell
1,049
-227
-18% -$56.2K 0.03% 239
2022
Q2 		$306K Buy
1,276
+3
+0.2% +$730 0.04% 236
2022
Q1 		$318K Sell
1,273
-1,064
-46% -$273K 0.04% 248
2021
Q4 		$711K Sell
2,337
-228
-9% -$66.9K 0.08% 166
2021
Q3 		$656K Buy
2,565
+235
+10% +$65K 0.08% 170
2021
Q2 		$670K Buy
2,330
+1,316
+130% +$386K 0.08% 165
2021
Q1 		$285K Hold
1,014
– – 0.04% 215
2020
Q4 		$277K Sell
1,014
-783
-44% -$221K 0.04% 207
2020
Q3 		$535K Buy
1,797
+711
+65% +$205K 0.09% 135
2020
Q2 		$262K Sell
1,086
-363
-25% -$82.9K 0.05% 188
2020
Q1 		$289K Buy
1,449
+276
+24% +$62.9K 0.06% 162
2019
Q4 		$275K Buy
1,173
+21
+2% +$4.74K 0.05% 190
2019
Q3 		$255K Buy
1,152
+208
+22% +$46.8K 0.05% 194
2019
Q2 		$213K Buy
+944
New +$195K 0.04% 208
2019
Q1 		– Sell
-1,544
Closed -$251K – 241
2018
Q4 		$251K Buy
+1,544
New +$245K 0.06% 170

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Brandywine Oak Private Wealth's APD Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its Air Products & Chemicals (APD) stake by 0.21% in Q3 2026, buying an estimated $892 and bringing the position to 1,459 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #169.

Brandywine Oak Private Wealth first reported a position in APD in Q4 2018 and has held it in 31 quarters since. The position peaked at $711K in Q4 2021. 1,055 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Brandywine Oak Private Wealth held 1,459 shares of Air Products & Chemicals worth $406K as of Q3 2026.
  • Brandywine Oak Private Wealth bought 3 Air Products & Chemicals shares in Q3 2026, an estimated $892.
  • Air Products & Chemicals made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #169 holding.
  • Brandywine Oak Private Wealth first reported a position in Air Products & Chemicals in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Air Products & Chemicals position peaked at $711K in Q4 2021.
  • 1,055 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.