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Marcum Wealth’s Air Products & Chemicals APD Stock Holding History

Marcum Wealth’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
Q1 		$464K Buy
1,572
+42
+3% +$13K 0.04% 202
2024
Q4 		$444K Buy
1,530
+38
+3% +$11.9K 0.04% 213
2024
Q3 		$444K Buy
1,492
+20
+1% +$5.47K 0.04% 219
2024
Q2 		$380K Buy
1,472
+191
+15% +$48.4K 0.04% 236
2024
Q1 		$310K Buy
1,281
+156
+14% +$38.2K 0.03% 260
2023
Q4 		$308K Buy
1,125
+53
+5% +$14.6K 0.03% 250
2023
Q3 		$304K Buy
1,072
+16
+2% +$4.69K 0.04% 240
2023
Q2 		$316K Sell
1,056
-62
-6% -$17.7K 0.04% 235
2023
Q1 		$321K Buy
1,118
+143
+15% +$41.7K 0.04% 233
2022
Q4 		$301K Buy
975
+63
+7% +$17.8K 0.04% 240
2022
Q3 		$212K Buy
912
+28
+3% +$6.93K 0.03% 294
2022
Q2 		$213K Buy
+884
New +$215K 0.03% 293

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marcum Wealth's APD Position: Q1 2025 in Review

Marcum Wealth increased its Air Products & Chemicals (APD) stake by 2.7% in Q1 2025, buying an estimated $13K and bringing the position to 1,572 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #202.

Marcum Wealth first reported a position in APD in Q2 2022 and has held it in 12 quarters since. 1,790 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Marcum Wealth held 1,572 shares of Air Products & Chemicals worth $464K as of Q1 2025.
  • Marcum Wealth bought 42 Air Products & Chemicals shares in Q1 2025, an estimated $13K.
  • Air Products & Chemicals made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #202 holding.
  • Marcum Wealth first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 12 quarters since.
  • 1,790 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.