Mark Sheptoff Financial Planning’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.8K | Hold |
75
| – | – | 0.01% | 262 |
|
|
2025
Q4 | $18.5K | Hold |
75
| – | – | 0.01% | 284 |
|
|
2025
Q3 | $20.5K | Hold |
75
| – | – | 0.01% | 272 |
|
|
2025
Q2 | $21.2K | Hold |
75
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $22.1K | Hold |
75
| – | – | 0.01% | 240 |
|
|
2024
Q4 | $21.8K | Hold |
75
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $22.3K | Hold |
75
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $19.4K | Hold |
75
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $18.2K | Hold |
75
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $20.5K | Hold |
75
| – | – | 0.01% | 224 |
|
|
2023
Q3 | $21.3K | Hold |
75
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $22.5K | Hold |
75
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $21.5K | Hold |
75
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $23.1K | Hold |
75
| – | – | 0.01% | 210 |
|
|
2022
Q3 | $17K | Hold |
75
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $18K | Hold |
75
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $19K | Hold |
75
| – | – | 0.01% | 246 |
|
|
2021
Q4 | $23K | Hold |
75
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $19K | Hold |
75
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $22K | Hold |
75
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $21K | Hold |
75
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $20K | Hold |
75
| – | – | 0.01% | 218 |
|
|
2020
Q3 | $22K | Hold |
75
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $18K | Hold |
75
| – | – | 0.01% | 205 |
|
|
2020
Q1 | $15K | Hold |
75
| – | – | 0.01% | 195 |
|
|
2019
Q4 | $18K | Hold |
75
| – | – | 0.01% | 228 |
|
|
2019
Q3 | $17K | Hold |
75
| – | – | 0.01% | 224 |
|
|
2019
Q2 | $17K | Hold |
75
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $14K | Hold |
75
| – | – | 0.01% | 236 |
|
|
2018
Q4 | $12K | Hold |
75
| – | – | 0.01% | 224 |
|
|
2018
Q3 | $13K | Hold |
75
| – | – | 0.01% | 271 |
|
|
2018
Q2 | $12K | Hold |
75
| – | – | 0.01% | 264 |
|
|
2018
Q1 | $12K | Hold |
75
| – | – | 0.01% | 267 |
|
|
2017
Q4 | $12K | Hold |
75
| – | – | 0.01% | 268 |
|
|
2017
Q3 | $11K | Hold |
75
| – | – | 0.01% | 278 |
|
|
2017
Q2 | $11K | Sell |
75
-1
| -1% | -$142 | 0.01% | 268 |
|
|
2017
Q1 | $10K | Buy |
76
+1
| +1% | +$141 | 0.01% | 277 |
|
|
2016
Q4 | $11K | Sell |
75
-6
| -7% | -$840 | 0.01% | 261 |
|
|
2016
Q3 | $11K | Sell |
81
-11
| -12% | -$1.52K | 0.01% | 255 |
|
|
2016
Q2 | $12K | Hold |
92
| – | – | 0.01% | 239 |
|
|
2016
Q1 | $12K | Hold |
92
| – | – | 0.01% | 238 |
|
|
2015
Q4 | $11K | Hold |
92
| – | – | 0.01% | 264 |
|
|
2015
Q3 | $11K | Buy |
92
+81
| +736% | +$10.3K | 0.01% | 242 |
|
|
2015
Q2 | $1K | Buy |
+11
| New | +$1.5K | ﹤0.01% | 346 |
|
Other funds holding APD
VCM
VPM
Mark Sheptoff Financial Planning's APD Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Air Products & Chemicals (APD) position steady in Q1 2026 at 75 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #262.
Mark Sheptoff Financial Planning first reported a position in APD in Q2 2015 and has held it in 44 quarters since. The position peaked at $23.1K in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.
- Mark Sheptoff Financial Planning held 75 shares of Air Products & Chemicals worth $22.8K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Air Products & Chemicals share count unchanged in Q1 2026.
- Air Products & Chemicals made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #262 holding.
- Mark Sheptoff Financial Planning first reported a position in Air Products & Chemicals in Q2 2015 and has held it in 44 quarters since.
- Mark Sheptoff Financial Planning's Air Products & Chemicals position peaked at $23.1K in Q4 2022.
- 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.