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Guardian Wealth Advisors (North Carolina)’s Air Products & Chemicals APD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$327K Sell
1,125
-132
-11% -$36.4K 0.02% 273
2025
Q4 		$311K Buy
1,257
+31
+3% +$7.86K 0.02% 292
2025
Q3 		$334K Buy
1,226
+1
+0.1% +$289 0.02% 273
2025
Q2 		$346K Buy
1,225
+16
+1% +$4.38K 0.02% 247
2025
Q1 		$357K Sell
1,209
-3
-0.2% -$925 0.03% 224
2024
Q4 		$352K Buy
1,212
+74
+7% +$23.2K 0.03% 232
2024
Q3 		$339K Hold
1,138
– – 0.04% 203
2024
Q2 		$294K Buy
1,138
+18
+2% +$4.57K 0.03% 204
2024
Q1 		$271K Buy
1,120
+56
+5% +$13.7K 0.03% 220
2023
Q4 		$291K Sell
1,064
-74
-7% -$20.3K 0.04% 194
2023
Q3 		$325K Buy
1,138
+19
+2% +$5.57K 0.06% 177
2023
Q2 		$337K Buy
1,119
+71
+7% +$20.2K 0.06% 161
2023
Q1 		$303K Hold
1,048
– – 0.05% 168
2022
Q4 		$325K Hold
1,048
– – 0.06% 145
2022
Q3 		$246K Hold
1,048
– – 0.05% 160
2022
Q2 		$254K Buy
+1,048
New +$255K 0.05% 160

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

Guardian Wealth Advisors (North Carolina)'s APD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Air Products & Chemicals (APD) stake by 11% in Q1 2026, selling an estimated $36.4K and leaving 1,125 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #273.

Guardian Wealth Advisors (North Carolina) first reported a position in APD in Q2 2022 and has held it in 16 quarters since. The position peaked at $357K in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,125 shares of Air Products & Chemicals worth $327K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 132 Air Products & Chemicals shares in Q1 2026, an estimated $36.4K.
  • Air Products & Chemicals made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #273 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Air Products & Chemicals position peaked at $357K in Q1 2025.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.