FWM
APD icon

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
Q2 		$292K Sell
994
-2
-0.2% -$582 0.13% 75
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 $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

Finer Wealth Management's APD Position: Q2 2026 in Review

Finer Wealth Management reduced its Air Products & Chemicals (APD) stake by 0.2% in Q2 2026, selling an estimated $582 and leaving 994 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #75.

Finer Wealth Management first reported a position in APD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.97M in Q4 2021. 1,773 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Finer Wealth Management held 994 shares of Air Products & Chemicals worth $292K as of Q2 2026.
  • Finer Wealth Management sold 2 Air Products & Chemicals shares in Q2 2026, an estimated $582.
  • Air Products & Chemicals made up 0.13% of Finer Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Finer Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's Air Products & Chemicals position peaked at $1.97M in Q4 2021.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.