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

Marks Group 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
2026
Q1 		$8.03M Sell
27,652
-2,682
-9% -$739K 0.77% 31
2025
Q4 		$7.49M Sell
30,334
-2,017
-6% -$511K 0.72% 42
2025
Q3 		$8.82M Sell
32,351
-750
-2% -$217K 0.82% 40
2025
Q2 		$9.34M Buy
33,101
+1,442
+5% +$395K 0.87% 33
2025
Q1 		$9.34M Buy
31,659
+893
+3% +$275K 0.9% 26
2024
Q4 		$8.92M Sell
30,766
-1,230
-4% -$386K 0.88% 37
2024
Q3 		$9.53M Buy
31,996
+768
+2% +$210K 0.91% 29
2024
Q2 		$8.06M Buy
31,228
+4,471
+17% +$1.13M 0.85% 42
2024
Q1 		$6.48M Buy
26,757
+478
+2% +$117K 0.68% 69
2023
Q4 		$7.2M Sell
26,279
-332
-1% -$91.3K 0.82% 48
2023
Q3 		$7.54M Sell
26,611
-157
-0.6% -$46.1K 0.93% 21
2023
Q2 		$8.02M Buy
26,768
+59
+0.2% +$16.8K 0.95% 16
2023
Q1 		$7.67M Sell
26,709
-864
-3% -$252K 0.98% 16
2022
Q4 		$8.5M Sell
27,573
-2,083
-7% -$587K 1.16% 7
2022
Q3 		$6.9M Buy
29,656
+1,075
+4% +$266K 1.05% 10
2022
Q2 		$6.87M Buy
28,581
+6,590
+30% +$1.6M 0.99% 16
2022
Q1 		$5.5M Buy
21,991
+2,249
+11% +$578K 0.69% 63
2021
Q4 		$6M Buy
19,742
+239
+1% +$70.2K 0.73% 53
2021
Q3 		$5.01M Buy
19,503
+268
+1% +$74.1K 0.68% 67
2021
Q2 		$5.53M Buy
19,235
+612
+3% +$180K 0.76% 57
2021
Q1 		$5.25M Buy
18,623
+1,462
+9% +$397K 0.78% 56
2020
Q4 		$4.69M Buy
17,161
+98
+0.6% +$27.6K 0.73% 60
2020
Q3 		$5.08M Sell
17,063
-1,148
-6% -$330K 0.92% 19
2020
Q2 		$4.41M Buy
+18,211
New +$4.16M 0.9% 35
2020
Q1 		– Sell
-7,796
Closed -$1.83M – 226
2019
Q4 		$1.83M Buy
+7,796
New +$1.76M 0.36% 111

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marks Group Wealth Management's APD Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Air Products & Chemicals (APD) stake by 8.8% in Q1 2026, selling an estimated $739K and leaving 27,652 shares worth $8.03M. The position accounts for 0.77% of the portfolio, ranked #31.

Marks Group Wealth Management first reported a position in APD in Q4 2019 and has held it in 25 quarters since. The position peaked at $9.53M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Marks Group Wealth Management held 27,652 shares of Air Products & Chemicals worth $8.03M as of Q1 2026.
  • Marks Group Wealth Management sold 2,682 Air Products & Chemicals shares in Q1 2026, an estimated $739K.
  • Air Products & Chemicals made up 0.77% of Marks Group Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Marks Group Wealth Management first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 25 quarters since.
  • Marks Group Wealth Management's Air Products & Chemicals position peaked at $9.53M in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.