Jeppson Wealth Management
APD icon

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
Q3 		$358K Sell
1,287
-2
-0.2% -$595 0.1% 174
2026
Q2 		$378K Sell
1,289
-148
-10% -$43K 0.11% 169
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Jeppson Wealth Management's APD Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Air Products & Chemicals (APD) stake by 0.16% in Q3 2026, selling an estimated $595 and leaving 1,287 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #174.

Jeppson Wealth Management first reported a position in APD in Q2 2022 and has held it in 18 quarters since. The position peaked at $577K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Jeppson Wealth Management held 1,287 shares of Air Products & Chemicals worth $358K as of Q3 2026.
  • Jeppson Wealth Management sold 2 Air Products & Chemicals shares in Q3 2026, an estimated $595.
  • Air Products & Chemicals made up 0.1% of Jeppson Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Jeppson Wealth Management first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 18 quarters since.
  • Jeppson Wealth Management's Air Products & Chemicals position peaked at $577K in Q4 2022.
  • 1,005 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.