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

Circle 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 		$1.05M Buy
3,616
+395
+12% +$109K 0.02% 131
2025
Q4 		$796K Buy
3,221
+15
+0.5% +$3.8K 0.01% 157
2025
Q3 		$874K Buy
3,206
+395
+14% +$114K 0.02% 135
2025
Q2 		$793K Sell
2,811
-167
-6% -$45.7K 0.02% 138
2025
Q1 		$878K Hold
2,978
– – 0.02% 121
2024
Q4 		$864K Buy
2,978
+14
+0.5% +$4.4K 0.02% 128
2024
Q3 		$883K Sell
2,964
-255
-8% -$69.7K 0.02% 127
2024
Q2 		$831K Sell
3,219
-200
-6% -$50.7K 0.02% 113
2024
Q1 		$828K Buy
3,419
+292
+9% +$71.5K 0.02% 111
2023
Q4 		$856K Buy
3,127
+1,054
+51% +$290K 0.02% 98
2023
Q3 		$587K Buy
2,073
+119
+6% +$34.9K 0.01% 123
2023
Q2 		$585K Sell
1,954
-4
-0.2% -$1.14K 0.08% 92
2023
Q1 		$562K Sell
1,958
-450
-19% -$131K 0.08% 88
2022
Q4 		$742K Buy
2,408
+14
+0.6% +$3.94K 0.11% 65
2022
Q3 		$557K Sell
2,394
-14
-0.6% -$3.47K 0.09% 83
2022
Q2 		$579K Hold
2,408
– – 0.09% 87
2022
Q1 		$602K Sell
2,408
-10
-0.4% -$2.57K 0.08% 112
2021
Q4 		$736K Buy
2,418
+49
+2% +$14.4K 0.1% 93
2021
Q3 		$607K Buy
2,369
+1
+0% +$277 0.09% 101
2021
Q2 		$681K Buy
2,368
+329
+16% +$96.6K 0.1% 105
2021
Q1 		$574K Sell
2,039
-114
-5% -$31K 0.09% 97
2020
Q4 		$588K Buy
2,153
+419
+24% +$118K 0.08% 133
2020
Q3 		$516K Buy
1,734
+345
+25% +$99.2K 0.09% 110
2020
Q2 		$335K Buy
+1,389
New +$317K 0.06% 144

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

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

Circle Wealth Management increased its Air Products & Chemicals (APD) stake by 12% in Q1 2026, buying an estimated $109K and bringing the position to 3,616 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #131.

Circle Wealth Management first reported a position in APD in Q2 2020 and has held it in 24 quarters since. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Circle Wealth Management held 3,616 shares of Air Products & Chemicals worth $1.05M as of Q1 2026.
  • Circle Wealth Management bought 395 Air Products & Chemicals shares in Q1 2026, an estimated $109K.
  • Air Products & Chemicals made up 0.02% of Circle Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Circle Wealth Management first reported a position in Air Products & Chemicals in Q2 2020 and has held it in 24 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.