Cornerstone Planning Group’s Air Products & Chemicals APD Stock Holding History

Cornerstone Planning Group’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	$27.7K	Buy	92 +70	+318%	+$19.3K	﹤0.01%	568
2025 Q4	$5.63K	Sell	22 -641	-97%	-$162K	﹤0.01%	959
2025 Q3	$83.8K	Buy	663 +623	+1,558%	+$180K	0.01%	238
2025 Q2	$11.8K	Sell	40 -13	-25%	-$3.56K	﹤0.01%	520
2025 Q1	$14K	Buy	53 +7	+15%	+$2.16K	﹤0.01%	482
2024 Q4	$15K	Buy	46 +6	+15%	+$1.88K	﹤0.01%	353
2024 Q3	$12.5K	Sell	40 -4	-9%	-$1.09K	﹤0.01%	375
2024 Q2	$12.1K	Buy	44 +10	+29%	+$2.54K	﹤0.01%	396
2024 Q1	$8.19K	Buy	34 +1	+3%	+$245	﹤0.01%	443
2023 Q4	$9.09K	Hold	33	–	–	﹤0.01%	446
2023 Q3	$9.38K	Sell	33 -13	-28%	-$3.81K	﹤0.01%	436
2023 Q2	$13.8K	Buy	+46	New	+$13.1K	0.01%	535
2022 Q4	$13.7K	Buy	+45	New	+$12.7K	0.01%	546

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

Cornerstone Planning Group's APD Position: Q1 2026 in Review

Cornerstone Planning Group increased its Air Products & Chemicals (APD) stake by 318% in Q1 2026, buying an estimated $19.3K and bringing the position to 92 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Cornerstone Planning Group first reported a position in APD in Q4 2022 and has held it in 13 quarters since. The position peaked at $83.8K in Q3 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Cornerstone Planning Group held 92 shares of Air Products & Chemicals worth $27.7K as of Q1 2026.
Cornerstone Planning Group bought 70 Air Products & Chemicals shares in Q1 2026, an estimated $19.3K.
Air Products & Chemicals made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #568 holding.
Cornerstone Planning Group first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Air Products & Chemicals position peaked at $83.8K in Q3 2025.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.