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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jeppson Wealth Management's APD Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Air Products & Chemicals (APD) stake by 10% in Q2 2026, selling an estimated $43K and leaving 1,289 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #169.

Jeppson Wealth Management first reported a position in APD in Q2 2022 and has held it in 17 quarters since. The position peaked at $577K in Q4 2022. 1,775 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Jeppson Wealth Management held 1,289 shares of Air Products & Chemicals worth $378K as of Q2 2026.
  • Jeppson Wealth Management sold 148 Air Products & Chemicals shares in Q2 2026, an estimated $43K.
  • Air Products & Chemicals made up 0.11% of Jeppson Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Jeppson Wealth Management first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 17 quarters since.
  • Jeppson Wealth Management's Air Products & Chemicals position peaked at $577K in Q4 2022.
  • 1,775 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.