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 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	$472M	Hold	2,014	–	–	0.26%	40
2022 Q2	$488K	Buy	+2,014	New	+$490K	0.3%	41

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

CM Wealth Advisors's APD Position: Q1 2026 in Review

CM Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 16% in Q1 2026, selling an estimated $78K and leaving 1,514 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #91.

CM Wealth Advisors first reported a position in APD in Q2 2022 and has held it in 15 quarters since. The position peaked at $472M in Q3 2022. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

CM Wealth Advisors held 1,514 shares of Air Products & Chemicals worth $440K as of Q1 2026.
CM Wealth Advisors sold 283 Air Products & Chemicals shares in Q1 2026, an estimated $78K.
Air Products & Chemicals made up 0.09% of CM Wealth Advisors's portfolio in Q1 2026, its #91 holding.
CM Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 15 quarters since.
CM Wealth Advisors's Air Products & Chemicals position peaked at $472M in Q3 2022.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.