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Lantern Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Lantern Wealth Advisors’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 		$363K Buy
1,250
+250
+25% +$68.9K 0.19% 123
2025
Q4 		$247K Hold
1,000
– – 0.13% 138
2025
Q3 		$273K Hold
1,000
– – 0.14% 125
2025
Q2 		$282K Buy
+1,000
New +$274K 0.17% 119
2024
Q4 		$370K Buy
1,276
+76
+6% +$23.9K 0.24% 86
2024
Q3 		$357K Hold
1,200
– – 0.25% 85
2024
Q2 		$310K Sell
1,200
-300
-20% -$76.1K 0.22% 88
2024
Q1 		$363K Hold
1,500
– – 0.26% 89
2023
Q4 		$411K Buy
+1,500
New +$412K 0.32% 79

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

Lantern Wealth Advisors's APD Position: Q1 2026 in Review

Lantern Wealth Advisors increased its Air Products & Chemicals (APD) stake by 25% in Q1 2026, buying an estimated $68.9K and bringing the position to 1,250 shares worth $363K. The position accounts for 0.19% of the portfolio, ranked #123.

Lantern Wealth Advisors first reported a position in APD in Q4 2023 and has held it in 9 quarters since. The position peaked at $411K in Q4 2023. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Lantern Wealth Advisors held 1,250 shares of Air Products & Chemicals worth $363K as of Q1 2026.
  • Lantern Wealth Advisors bought 250 Air Products & Chemicals shares in Q1 2026, an estimated $68.9K.
  • Air Products & Chemicals made up 0.19% of Lantern Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • Lantern Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 9 quarters since.
  • Lantern Wealth Advisors's Air Products & Chemicals position peaked at $411K in Q4 2023.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.