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

Marion 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
Q2 		– Sell
-5,288
Closed -$1.56M – 132
2025
Q1 		$1.56M Sell
5,288
-88
-2% -$27.1K 0.42% 59
2024
Q4 		$1.56M Buy
5,376
+37
+0.7% +$11.6K 0.41% 54
2024
Q3 		$1.59M Buy
5,339
+304
+6% +$83.1K 0.42% 54
2024
Q2 		$1.3M Buy
5,035
+373
+8% +$94.6K 0.38% 60
2024
Q1 		$1.13M Buy
4,662
+196
+4% +$48K 0.34% 66
2023
Q4 		$1.22M Buy
4,466
+1,525
+52% +$419K 0.39% 63
2023
Q3 		$834K Buy
2,941
+43
+1% +$12.6K 0.29% 67
2023
Q2 		$868K Buy
2,898
+88
+3% +$25.1K 0.31% 63
2023
Q1 		$807K Buy
2,810
+11
+0.4% +$3.21K 0.3% 65
2022
Q4 		$863K Buy
2,799
+380
+16% +$107K 0.36% 59
2022
Q3 		$563K Buy
2,419
+83
+4% +$20.5K 0.29% 68
2022
Q2 		$562K Buy
2,336
+368
+19% +$89.5K 0.29% 70
2022
Q1 		$492K Buy
1,968
+117
+6% +$30.1K 0.24% 77
2021
Q4 		$563K Buy
+1,851
New +$543K 0.27% 76

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marion Wealth Management's APD Position: Q2 2025 in Review

Marion Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 5,288 shares — an estimated $1.56M sold.

Marion Wealth Management first reported a position in APD in Q4 2021 and held it in 14 quarters. The position peaked at $1.59M in Q3 2024. 1,749 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Marion Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
  • Marion Wealth Management sold 5,288 Air Products & Chemicals shares in Q2 2025, an estimated $1.56M.
  • Marion Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and held it in 14 quarters.
  • Marion Wealth Management's Air Products & Chemicals position peaked at $1.59M in Q3 2024.
  • 1,749 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Marion Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.