Heritage Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Heritage Wealth 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
2026 Q1	$430K	Buy	1,479 +22	+2%	+$6.07K	0.02%	144
2025 Q4	$360K	Hold	1,457	–	–	0.01%	169
2025 Q3	$397K	Hold	1,457	–	–	0.02%	150
2025 Q2	$411K	Sell	1,457 -60	-4%	-$16.4K	0.02%	150
2025 Q1	$447K	Sell	1,517 -347	-19%	-$107K	0.02%	134
2024 Q4	$541K	Buy	1,864 +2	+0.1%	+$628	0.03%	130
2024 Q3	$555K	Sell	1,862 -466	-20%	-$127K	0.03%	135
2024 Q2	$601K	Sell	2,328 -580	-20%	-$147K	0.03%	124
2024 Q1	$705K	Sell	2,908 -367	-11%	-$89.9K	0.03%	118
2023 Q4	$897K	Buy	3,275 +395	+14%	+$109K	0.04%	92
2023 Q3	$816K	Sell	2,880 -12	-0.4%	-$3.52K	0.04%	91
2023 Q2	$866K	Sell	2,892 -8	-0.3%	-$2.28K	0.05%	92
2023 Q1	$833K	Sell	2,900 -72	-2%	-$21K	0.05%	91
2022 Q4	$916K	Buy	2,972 +130	+5%	+$36.6K	0.05%	87
2022 Q3	$661K	Hold	2,842	–	–	0.05%	97
2022 Q2	$683K	Buy	2,842 +125	+5%	+$30.4K	0.05%	96
2022 Q1	$679K	Sell	2,717 -131	-5%	-$33.7K	0.04%	108
2021 Q4	$867K	Sell	2,848 -2	-0.1%	-$587	0.05%	104
2021 Q3	$730K	Hold	2,850	–	–	0.04%	109
2021 Q2	$820K	Hold	2,850	–	–	0.05%	100
2021 Q1	$802K	Hold	2,850	–	–	0.05%	102
2020 Q4	$779K	Hold	2,850	–	–	0.05%	101
2020 Q3	$849K	Hold	2,850	–	–	0.11%	66
2020 Q2	$688K	Hold	2,850	–	–	0.1%	71
2020 Q1	$569K	Sell	2,850 -7	-0.2%	-$1.59K	0.1%	75
2019 Q4	$671K	Buy	2,857 +7	+0.2%	+$1.58K	0.09%	85
2019 Q3	$632K	Hold	2,850	–	–	0.09%	84
2019 Q2	$645K	Hold	2,850	–	–	0.1%	79
2019 Q1	$544K	Buy	2,850 +400	+16%	+$68.8K	0.09%	75
2018 Q4	$392K	Hold	2,450	–	–	0.08%	90
2018 Q3	$409K	Hold	2,450	–	–	0.08%	86
2018 Q2	$381K	Hold	2,450	–	–	0.14%	85
2018 Q1	$390K	Hold	2,450	–	–	0.16%	81
2017 Q4	$403K	Hold	2,450	–	–	0.17%	83
2017 Q3	$370K	Hold	2,450	–	–	0.19%	78
2017 Q2	$350K	Hold	2,450	–	–	0.18%	73
2017 Q1	$331K	Hold	2,450	–	–	0.18%	74
2016 Q4	$353K	Sell	2,450 -198	-7%	-$27.7K	0.23%	58
2016 Q3	$369K	Hold	2,648	–	–	0.26%	53
2016 Q2	$348K	Hold	2,648	–	–	0.24%	58
2016 Q1	$353K	Hold	2,648	–	–	0.28%	50
2015 Q4	$319K	Hold	2,648	–	–	0.27%	55
2015 Q3	$312K	Hold	2,648	–	–	0.27%	54
2015 Q2	$336K	Hold	2,648	–	–	0.28%	63
2015 Q1	$371K	Hold	2,648	–	–	0.31%	62
2014 Q4	$354K	Hold	2,648	–	–	0.32%	65
2014 Q3	$319K	Hold	2,648	–	–	0.33%	56
2014 Q2	$315K	Hold	2,648	–	–	0.34%	52
2014 Q1	$292K	Hold	2,648	–	–	0.34%	52
2013 Q4	$274K	Buy	+2,648	New	+$267K	0.35%	53

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's APD Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Air Products & Chemicals (APD) stake by 1.5% in Q1 2026, buying an estimated $6.07K and bringing the position to 1,479 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #144.

Heritage Wealth Advisors first reported a position in APD in Q4 2013 and has held it in 50 quarters since. The position peaked at $916K in Q4 2022. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Heritage Wealth Advisors held 1,479 shares of Air Products & Chemicals worth $430K as of Q1 2026.
Heritage Wealth Advisors bought 22 Air Products & Chemicals shares in Q1 2026, an estimated $6.07K.
Air Products & Chemicals made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #144 holding.
Heritage Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2013 and has held it in 50 quarters since.
Heritage Wealth Advisors's Air Products & Chemicals position peaked at $916K in Q4 2022.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.