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Maxwell Wealth Strategies’s Air Products & Chemicals APD Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$2.32M Sell
7,984
-47
-0.6% -$14.8K 0.95% 30
2024
Q3 		$2.46M Buy
8,031
+146
+2% +$39.9K 1.05% 33
2024
Q2 		$2.03M Sell
7,885
-57
-0.7% -$14.5K 1% 35
2024
Q1 		$2.07M Buy
7,942
+72
+0.9% +$17.6K 1.05% 34
2023
Q4 		$2.15M Buy
+7,870
New +$2.16M 1.41% 28

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Maxwell Wealth Strategies's APD Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Air Products & Chemicals (APD) stake by 0.59% in Q4 2024, selling an estimated $14.8K and leaving 7,984 shares worth $2.32M. The position accounts for 0.95% of the portfolio, ranked #30.

Maxwell Wealth Strategies first reported a position in APD in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.46M in Q3 2024. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Maxwell Wealth Strategies held 7,984 shares of Air Products & Chemicals worth $2.32M as of Q4 2024.
  • Maxwell Wealth Strategies sold 47 Air Products & Chemicals shares in Q4 2024, an estimated $14.8K.
  • Air Products & Chemicals made up 0.95% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #30 holding.
  • Maxwell Wealth Strategies first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Air Products & Chemicals position peaked at $2.46M in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.