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Independent Solutions Wealth Management’s Air Products & Chemicals APD Stock Holding History

Independent Solutions Wealth Management’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 		$234K Sell
799
-411
-34% -$120K 0.03% 186
2026
Q1 		$351K Sell
1,210
-760
-39% -$210K 0.05% 156
2025
Q4 		$487K Sell
1,970
-1,445
-42% -$366K 0.09% 124
2025
Q3 		$931K Sell
3,415
-40
-1% -$11.6K 0.17% 110
2025
Q2 		$975K Sell
3,455
-51
-1% -$14K 0.19% 108
2025
Q1 		$1.03M Sell
3,506
-93
-3% -$28.7K 0.23% 106
2024
Q4 		$1.04M Hold
3,599
– – 0.23% 106
2024
Q3 		$1.07M Sell
3,599
-206
-5% -$56.3K 0.24% 94
2024
Q2 		$982K Hold
3,805
– – 0.23% 102
2024
Q1 		$922K Sell
3,805
-9
-0.2% -$2.21K 0.22% 101
2023
Q4 		$1.04M Sell
3,814
-2,574
-40% -$708K 0.27% 88
2023
Q3 		$1.81M Sell
6,388
-2,699
-30% -$792K 0.47% 56
2023
Q2 		$2.72M Buy
9,087
+623
+7% +$177K 0.68% 39
2023
Q1 		$2.43M Sell
8,464
-62
-0.7% -$18.1K 0.72% 38
2022
Q4 		$2.63M Buy
8,526
+469
+6% +$132K 0.8% 34
2022
Q3 		$1.88M Buy
8,057
+502
+7% +$124K 0.61% 42
2022
Q2 		$1.82M Buy
7,555
+2,509
+50% +$610K 0.57% 46
2022
Q1 		$1.26M Sell
5,046
-72
-1% -$18.5K 0.3% 81
2021
Q4 		$1.56M Buy
5,118
+124
+2% +$36.4K 0.37% 71
2021
Q3 		$1.28M Buy
4,994
+230
+5% +$63.6K 0.32% 77
2021
Q2 		$1.37M Buy
4,764
+791
+20% +$232K 0.33% 72
2021
Q1 		$1.12M Buy
3,973
+1,407
+55% +$382K 0.31% 73
2020
Q4 		$701K Buy
2,566
+1,437
+127% +$405K 0.22% 88
2020
Q3 		$336K Sell
1,129
-685
-38% -$197K 0.13% 122
2020
Q2 		$438K Buy
+1,814
New +$414K 0.19% 97

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Solutions Wealth Management's APD Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Air Products & Chemicals (APD) stake by 34% in Q2 2026, selling an estimated $120K and leaving 799 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #186.

Independent Solutions Wealth Management first reported a position in APD in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.72M in Q2 2023. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Independent Solutions Wealth Management held 799 shares of Air Products & Chemicals worth $234K as of Q2 2026.
  • Independent Solutions Wealth Management sold 411 Air Products & Chemicals shares in Q2 2026, an estimated $120K.
  • Air Products & Chemicals made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Independent Solutions Wealth Management first reported a position in Air Products & Chemicals in Q2 2020 and has held it in 25 quarters since.
  • Independent Solutions Wealth Management's Air Products & Chemicals position peaked at $2.72M in Q2 2023.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.