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

Congress 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
2025
Q2 		$7.92M Buy
28,092
+8,977
+47% +$2.46M 0.08% 292
2025
Q1 		$5.64M Buy
19,115
+3,091
+19% +$953K 0.07% 312
2024
Q4 		$4.65M Sell
16,024
-297
-2% -$93.3K 0.06% 295
2024
Q3 		$4.86M Buy
16,321
+13,495
+478% +$3.69M 0.06% 299
2024
Q2 		$729K Sell
2,826
-4,111
-59% -$1.04M 0.01% 475
2024
Q1 		$1.68M Sell
6,937
-889
-11% -$218K 0.03% 330
2023
Q4 		$2.14M Buy
7,826
+3,876
+98% +$1.07M 0.04% 303
2023
Q3 		$1.12M Sell
3,950
-168
-4% -$49.3K 0.02% 358
2023
Q2 		$1.23M Buy
4,118
+41
+1% +$11.7K 0.03% 321
2023
Q1 		$1.17M Sell
4,077
-117
-3% -$34.1K 0.03% 323
2022
Q4 		$1.29M Buy
4,194
+942
+29% +$265K 0.03% 312
2022
Q3 		$758K Sell
3,252
-73
-2% -$18.1K 0.02% 359
2022
Q2 		$800K Sell
3,325
-168
-5% -$40.9K 0.02% 359
2022
Q1 		$872K Sell
3,493
-469
-12% -$121K 0.02% 373
2021
Q4 		$1.2M Buy
+3,962
New +$1.16M 0.02% 352

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's APD Position: Q2 2025 in Review

Congress Wealth Management increased its Air Products & Chemicals (APD) stake by 47% in Q2 2025, buying an estimated $2.46M and bringing the position to 28,092 shares worth $7.92M. The position accounts for 0.08% of the portfolio, ranked #292.

Congress Wealth Management first reported a position in APD in Q4 2021 and has held it in 15 quarters since. 1,749 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Congress Wealth Management held 28,092 shares of Air Products & Chemicals worth $7.92M as of Q2 2025.
  • Congress Wealth Management bought 8,977 Air Products & Chemicals shares in Q2 2025, an estimated $2.46M.
  • Air Products & Chemicals made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #292 holding.
  • Congress Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 15 quarters since.
  • 1,749 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.