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

Defined 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 		$575K Buy
1,981
+11
+0.6% +$3.03K 0.34% 70
2025
Q4 		$487K Sell
1,970
-22
-1% -$5.58K 0.28% 73
2025
Q3 		$543K Buy
1,992
+4
+0.2% +$1.16K 0.32% 72
2025
Q2 		$561K Buy
1,988
+8
+0.4% +$2.19K 0.35% 60
2025
Q1 		$584K Buy
1,980
+1
+0.1% +$308 0.39% 56
2024
Q4 		$574K Buy
1,979
+5
+0.3% +$1.57K 0.38% 58
2024
Q3 		$588K Buy
1,974
+11
+0.6% +$3.01K 0.38% 61
2024
Q2 		$507K Buy
1,963
+5
+0.3% +$1.27K 0.35% 62
2024
Q1 		$474K Buy
1,958
+267
+16% +$65.4K 0.34% 72
2023
Q4 		$463K Sell
1,691
-264
-14% -$72.6K 0.35% 71
2023
Q3 		$554K Buy
1,955
+264
+16% +$77.4K 0.47% 57
2023
Q2 		$507K Buy
1,691
+1
+0.1% +$285 0.43% 58
2023
Q1 		$485K Hold
1,690
– – 0.45% 59
2022
Q4 		$521K Hold
1,690
– – 0.49% 52
2022
Q3 		$393K Hold
1,690
– – 0.43% 62
2022
Q2 		$406K Hold
1,690
– – 0.42% 62
2022
Q1 		$422K Hold
1,690
– – 0.37% 62
2021
Q4 		$514K Hold
1,690
– – 0.42% 54
2021
Q3 		$433K Hold
1,690
– – 0.38% 57
2021
Q2 		$486K Hold
1,690
– – 0.43% 51
2021
Q1 		$475K Hold
1,690
– – 0.45% 48
2020
Q4 		$462K Buy
+1,690
New +$476K 0.46% 50

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

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

Defined Wealth Management increased its Air Products & Chemicals (APD) stake by 0.56% in Q1 2026, buying an estimated $3.03K and bringing the position to 1,981 shares worth $575K. The position accounts for 0.34% of the portfolio, ranked #70.

Defined Wealth Management first reported a position in APD in Q4 2020 and has held it in 22 quarters since. The position peaked at $588K in Q3 2024. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Defined Wealth Management held 1,981 shares of Air Products & Chemicals worth $575K as of Q1 2026.
  • Defined Wealth Management bought 11 Air Products & Chemicals shares in Q1 2026, an estimated $3.03K.
  • Air Products & Chemicals made up 0.34% of Defined Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Defined Wealth Management first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 22 quarters since.
  • Defined Wealth Management's Air Products & Chemicals position peaked at $588K in Q3 2024.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.