Heritage Wealth Management (Ohio)’s Air Products & Chemicals APD Stock Holding History

Heritage Wealth Management (Ohio)’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	$709K	Sell	2,418 -50	-2%	-$14.5K	0.18%	129
2026 Q1	$717K	Sell	2,468 -289	-10%	-$79.7K	0.35%	71
2025 Q4	$681K	Sell	2,757 -926	-25%	-$235K	0.19%	119
2025 Q3	$1M	Buy	3,683 +1	+0%	+$289	0.29%	87
2025 Q2	$1.04M	Sell	3,682 -325	-8%	-$88.9K	0.34%	77
2025 Q1	$1.18M	Buy	4,007 +81	+2%	+$25K	0.4%	65
2024 Q4	$1.14M	Sell	3,926 -10	-0.3%	-$3.14K	0.38%	69
2024 Q3	$1.17M	Sell	3,936 -209	-5%	-$57.2K	0.38%	69
2024 Q2	$1.05M	Buy	+4,145	New	+$1.05M	0.35%	75

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s APD Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Air Products & Chemicals (APD) stake by 2% in Q2 2026, selling an estimated $14.5K and leaving 2,418 shares worth $709K. The position accounts for 0.18% of the portfolio, ranked #129.

Heritage Wealth Management (Ohio) first reported a position in APD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2025. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,418 shares of Air Products & Chemicals worth $709K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 50 Air Products & Chemicals shares in Q2 2026, an estimated $14.5K.
Air Products & Chemicals made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #129 holding.
Heritage Wealth Management (Ohio) first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Air Products & Chemicals position peaked at $1.18M in Q1 2025.
1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.