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Buckingham Strategic Wealth’s Air Products & Chemicals APD Stock Holding History

Buckingham Strategic 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
2024
Q2 		$675K Sell
2,617
-117
-4% -$29.7K 0.01% 407
2024
Q1 		$662K Sell
2,734
-42
-2% -$10.3K 0.01% 407
2023
Q4 		$760K Buy
2,776
+236
+9% +$64.9K 0.01% 364
2023
Q3 		$720K Sell
2,540
-124
-5% -$36.4K 0.01% 346
2023
Q2 		$798K Buy
2,664
+116
+5% +$33K 0.01% 327
2023
Q1 		$785K Hold
2,548
– – 0.01% 303
2022
Q4 		$785K Buy
2,548
+39
+2% +$11K 0.01% 304
2022
Q3 		$584K Sell
2,509
-465
-16% -$115K 0.01% 334
2022
Q2 		$715K Buy
2,974
+179
+6% +$43.5K 0.01% 305
2022
Q1 		$698K Buy
2,795
+28
+1% +$7.2K 0.01% 306
2021
Q4 		$842K Buy
2,767
+149
+6% +$43.7K 0.02% 279
2021
Q3 		$670K Buy
2,618
+11
+0.4% +$3.04K 0.01% 305
2021
Q2 		$750K Sell
2,607
-122
-4% -$35.8K 0.02% 284
2021
Q1 		$768K Sell
2,729
-525
-16% -$143K 0.04% 262
2020
Q4 		$889K Buy
3,254
+2,087
+179% +$588K 0.05% 235
2020
Q3 		$348K Sell
1,167
-472
-29% -$136K 0.03% 334
2020
Q2 		$396K Sell
1,639
-839
-34% -$192K 0.04% 263
2020
Q1 		$495K Buy
2,478
+676
+38% +$154K 0.05% 250
2019
Q4 		$423K Buy
1,802
+300
+20% +$67.7K 0.04% 280
2019
Q3 		$333K Sell
1,502
-146
-9% -$32.8K 0.04% 302
2019
Q2 		$373K Sell
1,648
-4
-0.2% -$828 0.04% 289
2019
Q1 		$315K Sell
1,652
-34
-2% -$5.85K 0.04% 306
2018
Q4 		$270K Sell
1,686
-141
-8% -$22.3K 0.04% 284
2018
Q3 		$305K Sell
1,827
-350
-16% -$57K 0.05% 265
2018
Q2 		$339K Sell
2,177
-197
-8% -$32.2K 0.05% 247
2018
Q1 		$378K Buy
+2,374
New +$391K 0.07% 199
2016
Q3 		– Sell
-1,739
Closed -$229K – 229
2016
Q2 		$229K Buy
+1,739
New +$232K 0.08% 198

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's APD Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Air Products & Chemicals (APD) stake by 4.3% in Q2 2024, selling an estimated $29.7K and leaving 2,617 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #407.

Buckingham Strategic Wealth first reported a position in APD in Q2 2016 and has held it in 27 quarters since. The position peaked at $889K in Q4 2020. 1,677 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • Buckingham Strategic Wealth held 2,617 shares of Air Products & Chemicals worth $675K as of Q2 2024.
  • Buckingham Strategic Wealth sold 117 Air Products & Chemicals shares in Q2 2024, an estimated $29.7K.
  • Air Products & Chemicals made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #407 holding.
  • Buckingham Strategic Wealth first reported a position in Air Products & Chemicals in Q2 2016 and has held it in 27 quarters since.
  • Buckingham Strategic Wealth's Air Products & Chemicals position peaked at $889K in Q4 2020.
  • 1,677 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.