CarsonAllaria Wealth Management’s Air Products & Chemicals APD Stock Holding History

CarsonAllaria Wealth Management’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	$205K	Buy	+706	New	+$195K	0.1%	66
2025 Q3	–	Sell	-702	Closed	-$198K	–	90
2025 Q2	$198K	Hold	702	–	–	0.11%	64
2025 Q1	$207K	Buy	702 +3	+0.4%	+$925	0.12%	64
2024 Q4	$203K	Sell	699 -78	-10%	-$24.5K	0.12%	63
2024 Q3	$232K	Buy	777 +136	+21%	+$37.2K	0.13%	61
2024 Q2	$165K	Sell	641 -31	-5%	-$7.86K	0.1%	72
2024 Q1	$163K	Sell	672 -98	-13%	-$24K	0.1%	74
2023 Q4	$211K	Sell	770 -31	-4%	-$8.52K	0.15%	63
2023 Q3	$227K	Buy	801 +24	+3%	+$7.04K	0.18%	56
2023 Q2	$233K	Sell	777 -15	-2%	-$4.27K	0.18%	59
2023 Q1	$228K	Buy	792 +3	+0.4%	+$876	0.19%	60
2022 Q4	$243K	Buy	789 +86	+12%	+$24.2K	0.21%	57
2022 Q3	$164K	Buy	703 +14	+2%	+$3.47K	0.15%	71
2022 Q2	$166K	Buy	689 +683	+11,383%	+$166K	0.16%	73
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	297
2021 Q4	$2K	Buy	+6	New	+$1.76K	﹤0.01%	311

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CarsonAllaria Wealth Management's APD Position: Q1 2026 in Review

CarsonAllaria Wealth Management opened a new position in Air Products & Chemicals (APD) in Q1 2026: 706 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #66 among its holdings. This is a return to the name: CarsonAllaria Wealth Management previously reported a position in APD as recently as Q2 2025.

CarsonAllaria Wealth Management first reported a position in APD in Q4 2021 and has held it in 16 quarters since. The position peaked at $243K in Q4 2022. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

CarsonAllaria Wealth Management held 706 shares of Air Products & Chemicals worth $205K as of Q1 2026.
Air Products & Chemicals was a new CarsonAllaria Wealth Management position in Q1 2026.
Air Products & Chemicals made up 0.1% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #66 holding.
CarsonAllaria Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 16 quarters since.
CarsonAllaria Wealth Management's Air Products & Chemicals position peaked at $243K in Q4 2022.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.