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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's APD Position: Q3 2025 in Review

Institute for Wealth Management sold out of Air Products & Chemicals (APD) in Q3 2025, closing a stake of 1,431 shares — an estimated $404K sold.

Institute for Wealth Management first reported a position in APD in Q2 2017 and held it in 19 quarters. The position peaked at $463K in Q2 2021. 1,701 funds tracked by Wall St. Rank hold APD as of Q3 2025.

  • Institute for Wealth Management reported no remaining Air Products & Chemicals position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 1,431 Air Products & Chemicals shares in Q3 2025, an estimated $404K.
  • Institute for Wealth Management first reported a position in Air Products & Chemicals in Q2 2017 and held it in 19 quarters.
  • Institute for Wealth Management's Air Products & Chemicals position peaked at $463K in Q2 2021.
  • 1,701 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.