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

Castle Rock 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
Q3 		$1.55M Sell
5,502
-1,719
-24% -$511K 0.29% 88
2026
Q2 		$2.21M Buy
7,221
+341
+5% +$99.2K 0.43% 71
2026
Q1 		$2.02M Buy
6,880
+205
+3% +$56.5K 0.44% 67
2025
Q4 		$1.84M Buy
+6,675
New +$1.69M 0.4% 75

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Castle Rock Wealth Management's APD Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its Air Products & Chemicals (APD) stake by 24% in Q3 2026, selling an estimated $511K and leaving 5,502 shares worth $1.55M. The position accounts for 0.29% of the portfolio, ranked #88.

Castle Rock Wealth Management first reported a position in APD in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.21M in Q2 2026. 89 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Castle Rock Wealth Management held 5,502 shares of Air Products & Chemicals worth $1.55M as of Q3 2026.
  • Castle Rock Wealth Management sold 1,719 Air Products & Chemicals shares in Q3 2026, an estimated $511K.
  • Air Products & Chemicals made up 0.29% of Castle Rock Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Castle Rock Wealth Management first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 4 quarters since.
  • Castle Rock Wealth Management's Air Products & Chemicals position peaked at $2.21M in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.