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Geller Advisors’s Air Products & Chemicals APD Stock Holding History

Geller Advisors’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
2024
Q4 		$329K Buy
1,134
+1
+0.1% +$314 0.02% 187
2024
Q3 		$337K Sell
1,133
-15
-1% -$4.1K 0.02% 185
2024
Q2 		$296K Sell
1,148
-1
-0.1% -$254 0.02% 204
2024
Q1 		$280K Buy
1,149
+22
+2% +$5.39K 0.02% 214
2023
Q4 		$311K Sell
1,127
-1
-0.1% -$275 0.03% 197
2023
Q3 		$322K Sell
1,128
-1
-0.1% -$293 0.04% 178
2023
Q2 		$340K Buy
+1,129
New +$322K 0.04% 165
2023
Q1 		– Sell
-1,091
Closed -$338K – 179
2022
Q4 		$338K Buy
1,091
+8
+0.7% +$2.25K 0.06% 82
2022
Q3 		$254K Buy
+1,083
New +$268K 0.06% 99
2022
Q1 		– Sell
-684
Closed -$209K – 173
2021
Q4 		$209K Buy
+684
New +$201K 0.04% 173
2014
Q4 		– Sell
-1,687
Closed -$203K – 39
2014
Q3 		$203K Buy
+1,687
New +$206K 0.11% 41

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geller Advisors's APD Position: Q4 2024 in Review

Geller Advisors increased its Air Products & Chemicals (APD) stake by 0.09% in Q4 2024, buying an estimated $314 and bringing the position to 1,134 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #187.

Geller Advisors first reported a position in APD in Q3 2014 and has held it in 11 quarters since. The position peaked at $340K in Q2 2023. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Geller Advisors held 1,134 shares of Air Products & Chemicals worth $329K as of Q4 2024.
  • Geller Advisors bought 1 Air Products & Chemicals share in Q4 2024, an estimated $314.
  • Air Products & Chemicals made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #187 holding.
  • Geller Advisors first reported a position in Air Products & Chemicals in Q3 2014 and has held it in 11 quarters since.
  • Geller Advisors's Air Products & Chemicals position peaked at $340K in Q2 2023.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.