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Institute for Wealth Management’s Air Products & Chemicals APD Stock Holding History

Institute for 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 		$158K Buy
+538
New +$156K 0.01% 571
2025
Q3 		– Sell
-1,431
Closed -$404K – 561
2025
Q2 		$404K Sell
1,431
-28
-2% -$7.66K 0.05% 359
2025
Q1 		$430K Hold
1,459
– – 0.06% 324
2024
Q4 		$423K Hold
1,459
– – 0.05% 321
2024
Q3 		$434K Hold
1,459
– – 0.05% 326
2024
Q2 		$377K Sell
1,459
-39
-3% -$9.89K 0.05% 342
2024
Q1 		$363K Buy
+1,498
New +$367K 0.05% 351
2022
Q1 		– Sell
-688
Closed -$209K – 542
2021
Q4 		$209K Buy
+688
New +$202K 0.03% 463
2021
Q3 		– Sell
-1,610
Closed -$463K – 486
2021
Q2 		$463K Buy
1,610
+32
+2% +$9.39K 0.08% 292
2021
Q1 		$444K Buy
1,578
+137
+10% +$37.2K 0.08% 286
2020
Q4 		$394K Buy
1,441
+136
+10% +$38.3K 0.08% 302
2020
Q3 		$389K Buy
1,305
+10
+0.8% +$2.88K 0.09% 269
2020
Q2 		$313K Buy
1,295
+4
+0.3% +$913 0.08% 316
2020
Q1 		$258K Sell
1,291
-244
-16% -$55.6K 0.08% 309
2019
Q4 		$361K Buy
1,535
+265
+21% +$59.8K 0.08% 308
2019
Q3 		$282K Sell
1,270
-234
-16% -$52.6K 0.07% 333
2019
Q2 		$340K Buy
1,504
+1
+0.1% +$207 0.08% 325
2019
Q1 		$287K Buy
1,503
+80
+6% +$13.8K 0.06% 347
2018
Q4 		$228K Buy
+1,423
New +$226K 0.09% 228
2017
Q3 		– Sell
-1,508
Closed -$215K – 259
2017
Q2 		$215K Buy
+1,508
New +$214K 0.06% 366

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

Institute for Wealth Management's APD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Air Products & Chemicals (APD) in Q2 2026: 538 shares worth $158K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in APD as recently as Q2 2025.

Institute for Wealth Management first reported a position in APD in Q2 2017 and has held it in 20 quarters since. The position peaked at $463K in Q2 2021. 1,775 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Institute for Wealth Management held 538 shares of Air Products & Chemicals worth $158K as of Q2 2026.
  • Air Products & Chemicals was a new Institute for Wealth Management position in Q2 2026.
  • Air Products & Chemicals made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #571 holding.
  • Institute for Wealth Management first reported a position in Air Products & Chemicals in Q2 2017 and has held it in 20 quarters since.
  • Institute for Wealth Management's Air Products & Chemicals position peaked at $463K in Q2 2021.
  • 1,775 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.