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

Medallion 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
2026
Q2 		$192K Hold
654
– – 0.06% 249
2026
Q1 		$190K Buy
654
+127
+24% +$35K 0.06% 260
2025
Q4 		$130K Hold
527
– – 0.04% 312
2025
Q3 		$144K Hold
527
– – 0.05% 286
2025
Q2 		$150K Buy
527
+400
+315% +$109K 0.06% 274
2025
Q1 		$37.5K Sell
127
-1
-0.8% -$308 0.02% 467
2024
Q4 		$37.7K Buy
+128
New +$40.2K 0.02% 456

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Medallion Wealth Advisors's APD Position: Q2 2026 in Review

Medallion Wealth Advisors held its Air Products & Chemicals (APD) position steady in Q2 2026 at 654 shares worth $192K. The position accounts for 0.06% of the portfolio, ranked #249.

Medallion Wealth Advisors first reported a position in APD in Q4 2024 and has held it in 7 quarters since. 1,776 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Medallion Wealth Advisors held 654 shares of Air Products & Chemicals worth $192K as of Q2 2026.
  • Medallion Wealth Advisors left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #249 holding.
  • Medallion Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
  • 1,776 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.