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Jentner Corp’s Air Products & Chemicals APD Stock Holding History

Jentner Corp’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
Q2 		$256K Hold
908
– – 0.07% 51
2025
Q1 		$268K Sell
908
-99
-10% -$30.5K 0.08% 49
2024
Q4 		$292K Hold
1,007
– – 0.09% 46
2024
Q3 		$300K Hold
1,007
– – 0.09% 45
2024
Q2 		$260K Buy
+1,007
New +$255K 0.09% 48

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jentner Corp's APD Position: Q2 2025 in Review

Jentner Corp held its Air Products & Chemicals (APD) position steady in Q2 2025 at 908 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #51.

Jentner Corp first reported a position in APD in Q2 2024 and has held it in 5 quarters since. The position peaked at $300K in Q3 2024. 1,746 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Jentner Corp held 908 shares of Air Products & Chemicals worth $256K as of Q2 2025.
  • Jentner Corp left its Air Products & Chemicals share count unchanged in Q2 2025.
  • Air Products & Chemicals made up 0.07% of Jentner Corp's portfolio in Q2 2025, its #51 holding.
  • Jentner Corp first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 5 quarters since.
  • Jentner Corp's Air Products & Chemicals position peaked at $300K in Q3 2024.
  • 1,746 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.