CWP
APD icon

Concord Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Concord Wealth Partners’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 		$272K Buy
926
+4
+0.4% +$1.16K 0.03% 193
2026
Q1 		$268K Buy
922
+1
+0.1% +$276 0.03% 175
2025
Q4 		$227K Sell
921
-46
-5% -$11.7K 0.03% 182
2025
Q3 		$264K Sell
967
-281
-23% -$81.3K 0.04% 173
2025
Q2 		$352K Buy
1,248
+235
+23% +$64.3K 0.05% 164
2025
Q1 		$299K Sell
1,013
-18
-2% -$5.55K 0.05% 168
2024
Q4 		$299K Sell
1,031
-187
-15% -$58.7K 0.05% 173
2024
Q3 		$363K Buy
1,218
+145
+14% +$39.7K 0.06% 156
2024
Q2 		$277K Sell
1,073
-736
-41% -$187K 0.05% 169
2024
Q1 		$438K Sell
1,809
-1,359
-43% -$333K 0.08% 152
2023
Q4 		$867K Buy
3,168
+139
+5% +$38.2K 0.17% 99
2023
Q3 		$858K Buy
3,029
+1,118
+59% +$328K 0.18% 84
2023
Q2 		$572K Buy
1,911
+18
+1% +$5.13K 0.12% 104
2023
Q1 		$544K Sell
1,893
-301
-14% -$87.8K 0.15% 82
2022
Q4 		$676K Sell
2,194
-372
-14% -$105K 0.2% 67
2022
Q3 		$597K Buy
2,566
+254
+11% +$62.9K 0.19% 76
2022
Q2 		$556K Buy
2,312
+501
+28% +$122K 0.15% 92
2022
Q1 		$453K Buy
1,811
+662
+58% +$170K 0.12% 110
2021
Q4 		$350K Buy
1,149
+847
+280% +$249K 0.09% 125
2021
Q3 		$77K Sell
302
-333
-52% -$92.1K 0.03% 160
2021
Q2 		$183K Sell
635
-46
-7% -$13.5K 0.05% 149
2021
Q1 		$192K Buy
681
+678
+22,600% +$184K 0.06% 136
2020
Q4 		$1K Buy
+3
New +$845 ﹤0.01% 596

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

Concord Wealth Partners's APD Position: Q2 2026 in Review

Concord Wealth Partners increased its Air Products & Chemicals (APD) stake by 0.43% in Q2 2026, buying an estimated $1.16K and bringing the position to 926 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #193.

Concord Wealth Partners first reported a position in APD in Q4 2020 and has held it in 23 quarters since. The position peaked at $867K in Q4 2023. 1,769 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Concord Wealth Partners held 926 shares of Air Products & Chemicals worth $272K as of Q2 2026.
  • Concord Wealth Partners bought 4 Air Products & Chemicals shares in Q2 2026, an estimated $1.16K.
  • Air Products & Chemicals made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Concord Wealth Partners first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Air Products & Chemicals position peaked at $867K in Q4 2023.
  • 1,769 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.