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ERTS Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

ERTS Wealth Advisors’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 		– Sell
-939
Closed -$277K – 33
2025
Q1 		$277K Sell
939
-34
-3% -$10.5K 0.05% 68
2024
Q4 		$282K Sell
973
-127
-12% -$39.9K 0.05% 72
2024
Q3 		$328K Sell
1,100
-107
-9% -$29.3K 0.06% 70
2024
Q2 		$311K Sell
1,207
-6
-0.5% -$1.52K 0.06% 70
2024
Q1 		$294K Buy
1,213
+3
+0.2% +$735 0.06% 75
2023
Q4 		$331K Buy
1,210
+58
+5% +$15.9K 0.07% 63
2023
Q3 		$326K Buy
1,152
+18
+2% +$5.28K 0.08% 60
2023
Q2 		$340K Buy
1,134
+7
+0.6% +$1.99K 0.08% 62
2023
Q1 		$324K Sell
1,127
-55
-5% -$16.1K 0.08% 68
2022
Q4 		$364K Sell
1,182
-8
-0.7% -$2.25K 0.09% 68
2022
Q3 		$277K Buy
1,190
+88
+8% +$21.8K 0.08% 71
2022
Q2 		$265K Buy
+1,102
New +$268K 0.08% 74

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 $3.38T AUM 44.17% 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

ERTS Wealth Advisors's APD Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 939 shares — an estimated $277K sold.

ERTS Wealth Advisors first reported a position in APD in Q2 2022 and held it in 12 quarters. The position peaked at $364K in Q4 2022. 1,751 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 939 Air Products & Chemicals shares in Q2 2025, an estimated $277K.
  • ERTS Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2022 and held it in 12 quarters.
  • ERTS Wealth Advisors's Air Products & Chemicals position peaked at $364K in Q4 2022.
  • 1,751 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.