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Marshall & Sterling Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Marshall & Sterling Wealth Advisors’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 		– Sell
-4
Closed -$1.09K – 358
2025
Q3 		$1.09K Hold
4
– – ﹤0.01% 586
2025
Q2 		$1.13K Hold
4
– – ﹤0.01% 576
2025
Q1 		$1.18K Buy
+4
New +$1.23K ﹤0.01% 574

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

Marshall & Sterling Wealth Advisors's APD Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 4 shares — an estimated $1.09K sold.

Marshall & Sterling Wealth Advisors first reported a position in APD in Q1 2025 and held it in 3 quarters. The position peaked at $1.18K in Q1 2025. 1,669 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Air Products & Chemicals shares in Q4 2025, an estimated $1.09K.
  • Marshall & Sterling Wealth Advisors first reported a position in Air Products & Chemicals in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Air Products & Chemicals position peaked at $1.18K in Q1 2025.
  • 1,669 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.