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

CM 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 		$510K Buy
1,741
+227
+15% +$66K 0.09% 94
2026
Q1 		$440K Sell
1,514
-283
-16% -$78K 0.09% 91
2025
Q4 		$444K Sell
1,797
-181
-9% -$45.9K 0.1% 83
2025
Q3 		$539K Buy
1,978
+6
+0.3% +$1.74K 0.14% 55
2025
Q2 		$556K Hold
1,972
– – 0.16% 48
2025
Q1 		$582K Sell
1,972
-200
-9% -$61.7K 0.19% 51
2024
Q4 		$630K Hold
2,172
– – 0.21% 46
2024
Q3 		$647K Hold
2,172
– – 0.21% 47
2024
Q2 		$560K Sell
2,172
-331
-13% -$84K 0.27% 38
2024
Q1 		$627K Buy
2,503
+489
+24% +$120K 0.18% 62
2023
Q4 		$555K Hold
2,014
– – 0.24% 40
2023
Q3 		$541K Sell
2,014
-331
-14% -$97.1K 0.21% 42
2023
Q2 		$716K Buy
+2,345
New +$668K 0.23% 46
2023
Q1 		– Sell
-2,014
Closed -$624K – 416
2022
Q4 		$624K Hold
2,014
– – 0.32% 33
2022
Q3 		$472K Hold
2,014
– – 0.26% 40
2022
Q2 		$488K Buy
+2,014
New +$490K 0.3% 41

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

CM Wealth Advisors's APD Position: Q2 2026 in Review

CM Wealth Advisors increased its Air Products & Chemicals (APD) stake by 15% in Q2 2026, buying an estimated $66K and bringing the position to 1,741 shares worth $510K. The position accounts for 0.09% of the portfolio, ranked #94.

CM Wealth Advisors first reported a position in APD in Q2 2022 and has held it in 16 quarters since. The position peaked at $716K in Q2 2023. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • CM Wealth Advisors held 1,741 shares of Air Products & Chemicals worth $510K as of Q2 2026.
  • CM Wealth Advisors bought 227 Air Products & Chemicals shares in Q2 2026, an estimated $66K.
  • Air Products & Chemicals made up 0.09% of CM Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • CM Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 16 quarters since.
  • CM Wealth Advisors's Air Products & Chemicals position peaked at $716K in Q2 2023.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.