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

Connecticut 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 		$658K Sell
2,266
-36
-2% -$9.93K 0.03% 199
2025
Q4 		$569K Buy
2,302
+5
+0.2% +$1.27K 0.02% 216
2025
Q3 		$626K Hold
2,297
– – 0.03% 207
2025
Q2 		$648K Sell
2,297
-88
-4% -$24.1K 0.03% 196
2025
Q1 		$703K Buy
2,385
+39
+2% +$12K 0.04% 184
2024
Q4 		$680K Sell
2,346
-18
-0.8% -$5.65K 0.03% 161
2024
Q3 		$704K Sell
2,364
-253
-10% -$69.2K 0.03% 192
2024
Q2 		$675K Sell
2,617
-899
-26% -$228K 0.03% 193
2024
Q1 		$852K Sell
3,516
-54
-2% -$13.2K 0.05% 165
2023
Q4 		$977K Buy
3,570
+154
+5% +$42.3K 0.06% 146
2023
Q3 		$968K Buy
3,416
+54
+2% +$15.8K 0.07% 120
2023
Q2 		$1.01M Sell
3,362
-36
-1% -$10.3K 0.07% 101
2023
Q1 		$976K Buy
3,398
+55
+2% +$16.1K 0.07% 96
2022
Q4 		$1.03M Sell
3,343
-12
-0.4% -$3.38K 0.09% 80
2022
Q3 		$781K Buy
3,355
+235
+8% +$58.2K 0.07% 91
2022
Q2 		$750K Buy
3,120
+106
+4% +$25.8K 0.07% 96
2022
Q1 		$753K Buy
3,014
+41
+1% +$10.5K 0.06% 99
2021
Q4 		$905K Sell
2,973
-55
-2% -$16.1K 0.07% 91
2021
Q3 		$776K Sell
3,028
-145
-5% -$40.1K 0.07% 90
2021
Q2 		$913K Buy
3,173
+150
+5% +$44K 0.08% 86
2021
Q1 		$850K Buy
3,023
+318
+12% +$86.4K 0.08% 74
2020
Q4 		$739K Sell
2,705
-135
-5% -$38K 0.08% 93
2020
Q3 		$846K Buy
2,840
+720
+34% +$207K 0.09% 90
2020
Q2 		$512K Sell
2,120
-50
-2% -$11.4K 0.06% 86
2020
Q1 		$433K Buy
2,170
+50
+2% +$11.4K 0.06% 97
2019
Q4 		$498K Sell
2,120
-75
-3% -$16.9K 0.05% 104
2019
Q3 		$487K Buy
2,195
+75
+4% +$16.9K 0.06% 103
2019
Q2 		$480K Hold
2,120
– – 0.06% 101
2019
Q1 		$405K Sell
2,120
-37
-2% -$6.37K 0.14% 48
2018
Q4 		$345K Hold
2,157
– – 0.15% 48
2018
Q3 		$365K Sell
2,157
-182
-8% -$29.6K 0.16% 53
2018
Q2 		$364K Hold
2,339
– – 0.17% 47
2018
Q1 		$366K Buy
2,339
+800
+52% +$132K 0.21% 43
2017
Q4 		$260K Hold
1,539
– – 0.14% 51
2017
Q3 		$235K Hold
1,539
– – 0.14% 56
2017
Q2 		$221K Hold
1,539
– – 0.13% 57
2017
Q1 		$208K Hold
1,539
– – 0.13% 60
2016
Q4 		$225K Sell
1,539
-222
-13% -$31.1K 0.14% 55
2016
Q3 		$224K Buy
+1,761
New +$244K 0.16% 52

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

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

Connecticut Wealth Management reduced its Air Products & Chemicals (APD) stake by 1.6% in Q1 2026, selling an estimated $9.93K and leaving 2,266 shares worth $658K. The position accounts for 0.03% of the portfolio, ranked #199.

Connecticut Wealth Management first reported a position in APD in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.03M in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Connecticut Wealth Management held 2,266 shares of Air Products & Chemicals worth $658K as of Q1 2026.
  • Connecticut Wealth Management sold 36 Air Products & Chemicals shares in Q1 2026, an estimated $9.93K.
  • Air Products & Chemicals made up 0.03% of Connecticut Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Connecticut Wealth Management first reported a position in Air Products & Chemicals in Q3 2016 and has held it in 39 quarters since.
  • Connecticut Wealth Management's Air Products & Chemicals position peaked at $1.03M in Q4 2022.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.