Integrated Wealth Concepts’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.61M | Buy |
+5,537
| New | +$1.53M | 0.01% | 857 |
|
|
2025
Q4 | – | Sell |
-3,458
| Closed | -$943K | – | 1631 |
|
|
2025
Q3 | $943K | Buy |
3,458
+271
| +9% | +$78.5K | 0.01% | 1017 |
|
|
2025
Q2 | $899K | Sell |
3,187
-163
| -5% | -$44.6K | 0.01% | 981 |
|
|
2025
Q1 | $988K | Sell |
3,350
-1,509
| -31% | -$465K | 0.01% | 838 |
|
|
2024
Q4 | $1.41M | Buy |
4,859
+544
| +13% | +$171K | 0.02% | 679 |
|
|
2024
Q3 | $1.28M | Buy |
4,315
+69
| +2% | +$18.9K | 0.02% | 704 |
|
|
2024
Q2 | $1.1M | Buy |
4,246
+565
| +15% | +$143K | 0.02% | 718 |
|
|
2024
Q1 | $892K | Sell |
3,681
-285
| -7% | -$69.8K | 0.01% | 811 |
|
|
2023
Q4 | $1.09M | Buy |
3,966
+242
| +6% | +$66.5K | 0.02% | 700 |
|
|
2023
Q3 | $1.06M | Buy |
3,724
+292
| +9% | +$85.6K | 0.02% | 673 |
|
|
2023
Q2 | $1.03M | Buy |
3,432
+100
| +3% | +$28.5K | 0.02% | 669 |
|
|
2023
Q1 | $957K | Sell |
3,332
-105
| -3% | -$30.6K | 0.02% | 638 |
|
|
2022
Q4 | $1.06M | Buy |
3,437
+101
| +3% | +$28.5K | 0.03% | 459 |
|
|
2022
Q3 | $776K | Buy |
3,336
+147
| +5% | +$36.4K | 0.02% | 478 |
|
|
2022
Q2 | $767K | Sell |
3,189
-213
| -6% | -$51.8K | 0.02% | 484 |
|
|
2022
Q1 | $850K | Sell |
3,402
-2,213
| -39% | -$569K | 0.03% | 433 |
|
|
2021
Q4 | $1.71M | Buy |
5,615
+26
| +0.5% | +$7.63K | 0.05% | 290 |
|
|
2021
Q3 | $1.43M | Sell |
5,589
-116
| -2% | -$32.1K | 0.05% | 307 |
|
|
2021
Q2 | $1.64M | Buy |
5,705
+16
| +0.3% | +$4.7K | 0.06% | 250 |
|
|
2021
Q1 | $1.6M | Buy |
5,689
+1,096
| +24% | +$298K | 0.07% | 220 |
|
|
2020
Q4 | $1.25M | Buy |
4,593
+494
| +12% | +$139K | 0.06% | 212 |
|
|
2020
Q3 | $1.22M | Buy |
4,099
+190
| +5% | +$54.7K | 0.08% | 181 |
|
|
2020
Q2 | $944K | Buy |
3,909
+39
| +1% | +$8.9K | 0.07% | 184 |
|
|
2020
Q1 | $773K | Buy |
3,870
+102
| +3% | +$23.2K | 0.07% | 164 |
|
|
2019
Q4 | $885K | Buy |
3,768
+1,501
| +66% | +$339K | 0.07% | 170 |
|
|
2019
Q3 | $503K | Buy |
2,267
+223
| +11% | +$50.2K | 0.06% | 205 |
|
|
2019
Q2 | $463K | Sell |
2,044
-129
| -6% | -$26.7K | 0.06% | 193 |
|
|
2019
Q1 | $415K | Buy |
2,173
+214
| +11% | +$36.8K | 0.07% | 192 |
|
|
2018
Q4 | $314K | Buy |
1,959
+29
| +2% | +$4.6K | 0.09% | 180 |
|
|
2018
Q3 | $327K | Buy |
1,930
+199
| +11% | +$32.4K | 0.1% | 162 |
|
|
2018
Q2 | $269K | Buy |
1,731
+87
| +5% | +$14.2K | 0.09% | 172 |
|
|
2018
Q1 | $257K | Buy |
+1,644
| New | +$271K | 0.1% | 161 |
|
Other funds holding APD
VCM
VPM
Integrated Wealth Concepts's APD Position: Q1 2026 in Review
Integrated Wealth Concepts opened a new position in Air Products & Chemicals (APD) in Q1 2026: 5,537 shares worth $1.61M. The stake represents 0.01% of the portfolio and ranks #857 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in APD as recently as Q3 2025.
Integrated Wealth Concepts first reported a position in APD in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.71M in Q4 2021. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.
- Integrated Wealth Concepts held 5,537 shares of Air Products & Chemicals worth $1.61M as of Q1 2026.
- Air Products & Chemicals was a new Integrated Wealth Concepts position in Q1 2026.
- Air Products & Chemicals made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #857 holding.
- Integrated Wealth Concepts first reported a position in Air Products & Chemicals in Q1 2018 and has held it in 32 quarters since.
- Integrated Wealth Concepts's Air Products & Chemicals position peaked at $1.71M in Q4 2021.
- 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.