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Estate Planners Group’s Air Products & Chemicals APD Stock Holding History

Estate Planners 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 		– Sell
-62
Closed -$15.4K – 101
2025
Q4 		$15.4K Buy
+62
New +$15.7K 0.01% 237

Other funds holding APD

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Vanguard Capital Management
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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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's APD Position: Q1 2026 in Review

Estate Planners Group sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 62 shares — an estimated $15.4K sold.

Estate Planners Group first reported a position in APD in Q4 2025 and held it in 1 quarter. The position peaked at $15.4K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Estate Planners Group reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 62 Air Products & Chemicals shares in Q1 2026, an estimated $15.4K.
  • Estate Planners Group first reported a position in Air Products & Chemicals in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Air Products & Chemicals position peaked at $15.4K in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.