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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Air Products & Chemicals APD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$25.2K Buy
86
+1
+1% +$291 0.01% 383
2026
Q1 		$24.9K Hold
85
– – 0.01% 356
2025
Q4 		$21K Buy
85
+1
+1% +$253 0.01% 372
2025
Q3 		$23K Buy
+84
New +$24.3K 0.01% 352
2025
Q2 		– Sell
-60
Closed -$17.9K – 500
2025
Q1 		$17.9K Hold
60
– – 0.01% 336
2024
Q4 		$17.5K Hold
60
– – 0.01% 342
2024
Q3 		$17.9K Buy
+60
New +$16.4K 0.01% 275
2024
Q2 		– Sell
-189
Closed -$45.8K – 361
2024
Q1 		$45.8K Buy
+189
New +$46.3K 0.03% 201
2023
Q2 		– Sell
-4
Closed -$1.15K – 272
2023
Q1 		$1.15K Buy
+4
New +$1.17K ﹤0.01% 291

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s APD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Air Products & Chemicals (APD) stake by 1.2% in Q2 2026, buying an estimated $291 and bringing the position to 86 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #383.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in APD in Q1 2023 and has held it in 9 quarters since. The position peaked at $45.8K in Q1 2024. 1,088 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 86 shares of Air Products & Chemicals worth $25.2K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 Air Products & Chemicals share in Q2 2026, an estimated $291.
  • Air Products & Chemicals made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #383 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 9 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Air Products & Chemicals position peaked at $45.8K in Q1 2024.
  • 1,088 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.