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Evergreen Wealth Solutions’s Air Products & Chemicals APD Stock Holding History

Evergreen Wealth Solutions’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
Q2 		$1M Buy
3,284
+1,354
+70% +$394K 0.05% 207
2026
Q1 		$561K Buy
1,930
+64
+3% +$17.6K 0.04% 229
2025
Q4 		$461K Sell
1,866
-7
-0.4% -$1.77K 0.06% 128
2025
Q3 		$511K Hold
1,873
– – 0.29% 60
2025
Q2 		$528K Hold
1,873
– – 0.32% 58
2025
Q1 		$552K Hold
1,873
– – 0.37% 49
2024
Q4 		$543K Buy
1,873
+9
+0.5% +$2.83K 0.38% 49
2024
Q3 		$555K Hold
1,864
– – 0.38% 50
2024
Q2 		$481K Hold
1,864
– – 0.34% 65
2024
Q1 		$452K Hold
1,864
– – 0.33% 68
2023
Q4 		$510K Hold
1,864
– – 0.44% 58
2023
Q3 		$528K Hold
1,864
– – 0.53% 53
2023
Q2 		$558K Buy
+1,864
New +$531K 0.56% 56

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Wealth Solutions's APD Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Air Products & Chemicals (APD) stake by 70% in Q2 2026, buying an estimated $394K and bringing the position to 3,284 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #207.

Evergreen Wealth Solutions first reported a position in APD in Q2 2023 and has held it in 13 quarters since. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Evergreen Wealth Solutions held 3,284 shares of Air Products & Chemicals worth $1M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,354 Air Products & Chemicals shares in Q2 2026, an estimated $394K.
  • Air Products & Chemicals made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #207 holding.
  • Evergreen Wealth Solutions first reported a position in Air Products & Chemicals in Q2 2023 and has held it in 13 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.