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

Litman Gregory 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
2025
Q4 		$54.3K Buy
+220
New +$55.8K ﹤0.01% 228
2020
Q4 		– Sell
-36
Closed -$11K – 194
2020
Q3 		$11K Buy
+36
New +$10.4K ﹤0.01% 141

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Litman Gregory Wealth Management's APD Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Air Products & Chemicals (APD) in Q4 2025: 220 shares worth $54.3K. The stake represents ﹤0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in APD as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in APD in Q3 2020 and has held it in 2 quarters since. 1,669 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • Litman Gregory Wealth Management held 220 shares of Air Products & Chemicals worth $54.3K as of Q4 2025.
  • Air Products & Chemicals was a new Litman Gregory Wealth Management position in Q4 2025.
  • Air Products & Chemicals made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #228 holding.
  • Litman Gregory Wealth Management first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 2 quarters since.
  • 1,669 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.