Finer Wealth Management
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
Q3 		$249K Sell
895
-99
-10% -$29.4K 0.1% 83
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Finer Wealth Management's APD Position: Q3 2026 in Review

Finer Wealth Management reduced its Air Products & Chemicals (APD) stake by 10% in Q3 2026, selling an estimated $29.4K and leaving 895 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #83.

Finer Wealth Management first reported a position in APD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.97M in Q4 2021. 1,055 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Finer Wealth Management held 895 shares of Air Products & Chemicals worth $249K as of Q3 2026.
  • Finer Wealth Management sold 99 Air Products & Chemicals shares in Q3 2026, an estimated $29.4K.
  • Air Products & Chemicals made up 0.1% of Finer Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Finer Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's Air Products & Chemicals position peaked at $1.97M in Q4 2021.
  • 1,055 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.