LWA
APD icon

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

Lineweaver 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
Q2 		$2.61M Buy
8,908
+387
+5% +$113K 0.31% 74
2026
Q1 		$2.48M Buy
8,521
+2,650
+45% +$731K 0.33% 65
2025
Q4 		$1.45M Sell
5,871
-1,215
-17% -$308K 0.2% 93
2025
Q3 		$1.93M Buy
7,086
+378
+6% +$109K 0.28% 68
2025
Q2 		$1.89M Buy
6,708
+921
+16% +$252K 0.3% 67
2025
Q1 		$1.71M Buy
5,787
+629
+12% +$194K 0.29% 70
2024
Q4 		$1.5M Buy
5,158
+360
+8% +$113K 0.28% 73
2024
Q3 		$1.43M Buy
4,798
+98
+2% +$26.8K 0.27% 67
2024
Q2 		$1.21M Sell
4,700
-368
-7% -$93.3K 0.25% 73
2024
Q1 		$1.23M Buy
5,068
+1,167
+30% +$286K 0.29% 70
2023
Q4 		$1.07M Buy
3,901
+1,843
+90% +$507K 0.28% 72
2023
Q3 		$583K Buy
+2,058
New +$604K 0.17% 88

Other funds holding APD

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return