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Cerro Pacific Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Cerro Pacific Wealth Advisors’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
Q2 		$375K Sell
1,280
-257
-17% -$74.7K 0.08% 130
2026
Q1 		$447K Sell
1,537
-161
-9% -$44.4K 0.12% 109
2025
Q4 		$419K Sell
1,698
-110
-6% -$27.9K 0.11% 111
2025
Q3 		$493K Sell
1,808
-334
-16% -$96.7K 0.14% 105
2025
Q2 		$604K Sell
2,142
-149
-7% -$40.8K 0.17% 101
2025
Q1 		$665K Buy
2,291
+12
+0.5% +$3.7K 0.22% 86
2024
Q4 		$678K Sell
2,279
-4
-0.2% -$1.26K 0.22% 87
2024
Q3 		$589K Hold
2,283
– – 0.22% 90
2024
Q2 		$589K Buy
+2,283
New +$579K 0.23% 91
2023
Q1 		$570K Sell
1,985
-190
-9% -$55.5K 0.32% 80
2022
Q4 		$670K Buy
2,175
+2
+0.1% +$564 0.36% 73
2022
Q3 		$506K Buy
2,173
+115
+6% +$28.5K 0.31% 82
2022
Q2 		$495K Sell
2,058
-284
-12% -$69.1K 0.31% 89
2022
Q1 		$585K Buy
2,342
+13
+0.6% +$3.34K 0.36% 88
2021
Q4 		$709K Sell
2,329
-205
-8% -$60.2K 0.45% 71
2021
Q3 		$649K Sell
2,534
-923
-27% -$255K 0.47% 69
2021
Q2 		$995K Buy
+3,457
New +$1.01M 0.74% 39
2020
Q4 		$1.23M Buy
+4,502
New +$1.27M 0.73% 38

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerro Pacific Wealth Advisors's APD Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 17% in Q2 2026, selling an estimated $74.7K and leaving 1,280 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #130.

Cerro Pacific Wealth Advisors first reported a position in APD in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.23M in Q4 2020. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 1,280 shares of Air Products & Chemicals worth $375K as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 257 Air Products & Chemicals shares in Q2 2026, an estimated $74.7K.
  • Air Products & Chemicals made up 0.08% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Air Products & Chemicals position peaked at $1.23M in Q4 2020.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.