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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
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 $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

Medallion Wealth Advisors's APD Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Air Products & Chemicals (APD) stake by 24% in Q1 2026, buying an estimated $35K and bringing the position to 654 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #260.

Medallion Wealth Advisors first reported a position in APD in Q4 2024 and has held it in 6 quarters since. 1,775 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Medallion Wealth Advisors held 654 shares of Air Products & Chemicals worth $190K as of Q1 2026.
  • Medallion Wealth Advisors bought 127 Air Products & Chemicals shares in Q1 2026, an estimated $35K.
  • Air Products & Chemicals made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #260 holding.
  • Medallion Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 6 quarters since.
  • 1,775 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.