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Carolinas Wealth Consulting’s Air Products & Chemicals APD Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-239
Closed -$70.6K – 53
2025
Q1 		$70.6K Buy
239
+13
+6% +$4.01K 0.02% 298
2024
Q4 		$65.5K Hold
226
– – 0.01% 317
2024
Q3 		$67K Sell
226
-54
-19% -$14.8K 0.01% 319
2024
Q2 		$72.1K Sell
280
-53
-16% -$13.4K 0.01% 315
2024
Q1 		$80.7K Buy
333
+58
+21% +$14.2K 0.02% 302
2023
Q4 		$75.3K Buy
275
+120
+77% +$33K 0.02% 277
2023
Q3 		$43.7K Sell
155
-16
-9% -$4.69K 0.01% 324
2023
Q2 		$51.3K Hold
171
– – 0.01% 341
2023
Q1 		$49.1K Sell
171
-117
-41% -$34.1K 0.01% 366
2022
Q4 		$88.8K Buy
288
+126
+78% +$35.5K 0.02% 278
2022
Q3 		$38K Buy
162
+4
+3% +$990 0.01% 362
2022
Q2 		$38K Hold
158
– – 0.01% 363
2022
Q1 		$39K Sell
158
-63
-29% -$16.2K 0.01% 379
2021
Q4 		$67K Buy
221
+45
+26% +$13.2K 0.01% 319
2021
Q3 		$45K Sell
176
-135
-43% -$37.3K 0.01% 359
2021
Q2 		$90K Hold
311
– – 0.02% 279
2021
Q1 		$88K Buy
311
+97
+45% +$26.4K 0.02% 271
2020
Q4 		$59K Buy
214
+63
+42% +$17.7K 0.02% 312
2020
Q3 		$45K Buy
151
+137
+979% +$39.4K 0.02% 293
2020
Q2 		$3K Buy
+14
New +$3.2K ﹤0.01% 436

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's APD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 239 shares — an estimated $70.6K sold.

Carolinas Wealth Consulting first reported a position in APD in Q2 2020 and held it in 20 quarters. The position peaked at $90K in Q2 2021. 1,746 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 239 Air Products & Chemicals shares in Q2 2025, an estimated $70.6K.
  • Carolinas Wealth Consulting first reported a position in Air Products & Chemicals in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Air Products & Chemicals position peaked at $90K in Q2 2021.
  • 1,746 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.