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

Finer 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 		$289K Sell
996
-14
-1% -$3.86K 0.15% 77
2025
Q4 		$250K Sell
1,010
-25
-2% -$6.34K 0.12% 76
2025
Q3 		$282K Sell
1,035
-405
-28% -$117K 0.14% 73
2025
Q2 		$406K Sell
1,440
-760
-35% -$208K 0.22% 63
2025
Q1 		$649K Sell
2,200
-73
-3% -$22.5K 0.39% 50
2024
Q4 		$659K Sell
2,273
-76
-3% -$23.9K 0.38% 48
2024
Q3 		$699K Sell
2,349
-391
-14% -$107K 0.43% 45
2024
Q2 		$707K Sell
2,740
-778
-22% -$197K 0.46% 42
2024
Q1 		$852K Sell
3,518
-957
-21% -$234K 0.56% 38
2023
Q4 		$1.23M Sell
4,475
-1,029
-19% -$283K 0.91% 32
2023
Q3 		$1.56M Sell
5,504
-523
-9% -$153K 1.25% 28
2023
Q2 		$1.81M Sell
6,027
-99
-2% -$28.2K 1.41% 25
2023
Q1 		$1.76M Sell
6,126
-163
-3% -$47.6K 1.49% 26
2022
Q4 		$1.94M Buy
6,289
+307
+5% +$86.5K 1.81% 20
2022
Q3 		$1.39M Sell
5,982
-83
-1% -$20.5K 1.37% 25
2022
Q2 		$1.46M Sell
6,065
-53
-0.9% -$12.9K 1.33% 25
2022
Q1 		$1.53M Sell
6,118
-366
-6% -$94K 1.25% 26
2021
Q4 		$1.97M Buy
+6,484
New +$1.9M 1.64% 20

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

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

Finer Wealth Management reduced its Air Products & Chemicals (APD) stake by 1.4% in Q1 2026, selling an estimated $3.86K and leaving 996 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #77.

Finer Wealth Management first reported a position in APD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.97M in Q4 2021. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Finer Wealth Management held 996 shares of Air Products & Chemicals worth $289K as of Q1 2026.
  • Finer Wealth Management sold 14 Air Products & Chemicals shares in Q1 2026, an estimated $3.86K.
  • Air Products & Chemicals made up 0.15% of Finer Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Finer Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Air Products & Chemicals position peaked at $1.97M in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.