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

Jeppson 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
Q1 		$417K Sell
1,437
-5
-0.3% -$1.38K 0.13% 146
2025
Q4 		$356K Sell
1,442
-11
-0.8% -$2.79K 0.11% 155
2025
Q3 		$396K Hold
1,453
– – 0.13% 147
2025
Q2 		$410K Sell
1,453
-23
-2% -$6.29K 0.14% 133
2025
Q1 		$435K Sell
1,476
-220
-13% -$67.8K 0.16% 128
2024
Q4 		$492K Sell
1,696
-14
-0.8% -$4.4K 0.18% 121
2024
Q3 		$509K Sell
1,710
-25
-1% -$6.84K 0.18% 121
2024
Q2 		$448K Sell
1,735
-223
-11% -$56.6K 0.17% 121
2024
Q1 		$474K Buy
1,958
+219
+13% +$53.7K 0.18% 120
2023
Q4 		$476K Sell
1,739
-12
-0.7% -$3.3K 0.2% 112
2023
Q3 		$496K Sell
1,751
-58
-3% -$17K 0.23% 108
2023
Q2 		$542K Sell
1,809
-91
-5% -$25.9K 0.24% 105
2023
Q1 		$546K Buy
1,900
+29
+2% +$8.46K 0.24% 104
2022
Q4 		$577K Buy
1,871
+142
+8% +$40K 0.24% 95
2022
Q3 		$402K Buy
1,729
+193
+13% +$47.8K 0.18% 115
2022
Q2 		$369K Buy
+1,536
New +$374K 0.16% 119

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's APD Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Air Products & Chemicals (APD) stake by 0.35% in Q1 2026, selling an estimated $1.38K and leaving 1,437 shares worth $417K. The position accounts for 0.13% of the portfolio, ranked #146.

Jeppson Wealth Management first reported a position in APD in Q2 2022 and has held it in 16 quarters since. The position peaked at $577K in Q4 2022. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Jeppson Wealth Management held 1,437 shares of Air Products & Chemicals worth $417K as of Q1 2026.
  • Jeppson Wealth Management sold 5 Air Products & Chemicals shares in Q1 2026, an estimated $1.38K.
  • Air Products & Chemicals made up 0.13% of Jeppson Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Jeppson Wealth Management first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 16 quarters since.
  • Jeppson Wealth Management's Air Products & Chemicals position peaked at $577K in Q4 2022.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.