Carson Wealth (CWM LLC)
APD icon

Carson Wealth (CWM LLC)’s Air Products & Chemicals APD Stock Holding History

Carson Wealth (CWM 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
Q1 		$2.73M Buy
9,388
+548
+6% +$151K 0.01% 1063
2025
Q4 		$2.18M Buy
8,840
+107
+1% +$27.1K 0.01% 1112
2025
Q3 		$2.38M Buy
8,733
+1,272
+17% +$368K 0.01% 1013
2025
Q2 		$2.1M Buy
7,461
+639
+9% +$175K 0.01% 930
2025
Q1 		$2.01M Buy
6,822
+54
+0.8% +$16.7K 0.01% 832
2024
Q4 		$1.96M Buy
6,768
+195
+3% +$61.2K 0.01% 787
2024
Q3 		$1.96M Sell
6,573
-825
-11% -$226K 0.01% 709
2024
Q2 		$1.91M Buy
7,398
+273
+4% +$69.2K 0.01% 659
2024
Q1 		$1.73M Buy
7,125
+1,136
+19% +$278K 0.01% 667
2023
Q4 		$1.64M Sell
5,989
-425
-7% -$117K 0.01% 624
2023
Q3 		$1.82M Buy
6,414
+397
+7% +$116K 0.01% 567
2023
Q2 		$1.8M Sell
6,017
-23
-0.4% -$6.55K 0.01% 541
2023
Q1 		$1.74M Buy
6,040
+2,567
+74% +$749K 0.01% 505
2022
Q4 		$1.07M Buy
3,473
+238
+7% +$67.1K 0.01% 596
2022
Q3 		$753K Buy
3,235
+373
+13% +$92.3K 0.01% 628
2022
Q2 		$688K Buy
2,862
+1,360
+91% +$331K 0.01% 660
2022
Q1 		$375K Buy
1,502
+487
+48% +$125K ﹤0.01% 810
2021
Q4 		$309K Buy
+1,015
New +$298K ﹤0.01% 858
2021
Q2 		$192K Hold
668
– – ﹤0.01% 918
2021
Q1 		$192K Hold
668
– – ﹤0.01% 918
2020
Q4 		$192K Hold
668
– – ﹤0.01% 918
2020
Q3 		$192K Hold
668
– – ﹤0.01% 918
2020
Q2 		$192K Hold
668
– – ﹤0.01% 918
2020
Q1 		$192K Hold
668
– – ﹤0.01% 918
2019
Q4 		$192K Hold
668
– – ﹤0.01% 918
2019
Q3 		$192K Hold
668
– – ﹤0.01% 918
2019
Q2 		$192K Hold
668
– – ﹤0.01% 918
2019
Q1 		$192K Buy
+668
New +$115K ﹤0.01% 918
2018
Q4 		– Sell
-36
Closed -$6K – 2082
2018
Q3 		$6K Sell
36
-514
-93% -$83.7K ﹤0.01% 1278
2018
Q2 		$86K Hold
550
– – ﹤0.01% 540
2018
Q1 		$87K Hold
550
– – ﹤0.01% 463
2017
Q4 		$90K Sell
550
-28
-5% -$4.46K ﹤0.01% 440
2017
Q3 		$87K Buy
578
+14
+2% +$2.05K ﹤0.01% 430
2017
Q2 		$81K Buy
564
+14
+3% +$1.99K ﹤0.01% 405
2017
Q1 		$74K Sell
550
-21
-4% -$2.96K ﹤0.01% 390
2016
Q4 		$82K Sell
571
-58
-9% -$8.12K 0.01% 378
2016
Q3 		$87K Hold
629
– – 0.01% 352
2016
Q2 		$83K Hold
629
– – 0.01% 324
2016
Q1 		$84K Hold
629
– – 0.01% 297
2015
Q4 		$76K Hold
629
– – 0.01% 281
2015
Q3 		$74K Buy
+629
New +$80K 0.01% 258
2014
Q1 		– Sell
-850
Closed -$88K – 166
2013
Q4 		$88K Buy
850
+2
+0.2% +$202 0.01% 210
2013
Q3 		$84K Buy
+848
New +$80.6K 0.02% 159

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s APD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Air Products & Chemicals (APD) stake by 6.2% in Q1 2026, buying an estimated $151K and bringing the position to 9,388 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #1063.

Carson Wealth (CWM LLC) first reported a position in APD in Q3 2013 and has held it in 43 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,388 shares of Air Products & Chemicals worth $2.73M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 548 Air Products & Chemicals shares in Q1 2026, an estimated $151K.
  • Air Products & Chemicals made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1063 holding.
  • Carson Wealth (CWM LLC) first reported a position in Air Products & Chemicals in Q3 2013 and has held it in 43 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.