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

Meridian 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
2024
Q2 		– Sell
-1,092
Closed -$265K – 306
2024
Q1 		$265K Sell
1,092
-43
-4% -$10.5K 0.04% 176
2023
Q4 		$311K Sell
1,135
-1,095
-49% -$301K 0.02% 493
2023
Q3 		$632K Buy
2,230
+1,101
+98% +$323K 0.04% 321
2023
Q2 		$338K Buy
1,129
+1
+0.1% +$285 0.03% 406
2023
Q1 		$324K Sell
1,128
-94
-8% -$27.4K 0.03% 408
2022
Q4 		$377K Buy
1,222
+81
+7% +$22.8K 0.04% 362
2022
Q3 		$266K Sell
1,141
-130
-10% -$32.2K 0.03% 389
2022
Q2 		$306K Buy
1,271
+246
+24% +$59.8K 0.03% 434
2022
Q1 		$256K Buy
1,025
+55
+6% +$14.1K 0.03% 338
2021
Q4 		$295K Buy
970
+36
+4% +$10.6K 0.03% 321
2021
Q3 		$239K Buy
934
+152
+19% +$42K 0.03% 348
2021
Q2 		$225K Buy
782
+9
+1% +$2.64K 0.03% 355
2021
Q1 		$217K Buy
773
+4
+0.5% +$1.09K 0.03% 333
2020
Q4 		$210K Sell
769
-823
-52% -$232K 0.03% 313
2020
Q3 		$474K Buy
1,592
+461
+41% +$133K 0.12% 146
2020
Q2 		$273K Buy
1,131
+9
+0.8% +$2.06K 0.09% 172
2020
Q1 		$223K Buy
+1,122
New +$256K 0.1% 176
2019
Q3 		– Sell
-191
Closed -$43.2K – 215
2019
Q2 		$43.2K Buy
+191
New +$39.5K 0.02% 391
2019
Q1 		– Sell
-1,600
Closed -$256K – 196
2018
Q4 		$256K Buy
+1,600
New +$254K 0.15% 130

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 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meridian Wealth Management's APD Position: Q2 2024 in Review

Meridian Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 1,092 shares — an estimated $265K sold.

Meridian Wealth Management first reported a position in APD in Q4 2018 and held it in 19 quarters. The position peaked at $632K in Q3 2023. 1,678 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • Meridian Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 1,092 Air Products & Chemicals shares in Q2 2024, an estimated $265K.
  • Meridian Wealth Management first reported a position in Air Products & Chemicals in Q4 2018 and held it in 19 quarters.
  • Meridian Wealth Management's Air Products & Chemicals position peaked at $632K in Q3 2023.
  • 1,678 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Meridian Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.