Meriwether Wealth & Planning’s Air Products & Chemicals APD Stock Holding History

Meriwether Wealth & Planning’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 Q3	$260K	Buy	935 +93	+11%	+$27.7K	0.12%	96
2026 Q2	$247K	Buy	842 +78	+10%	+$22.7K	0.12%	106
2026 Q1	$222K	Sell	764 -141	-16%	-$38.9K	0.12%	113
2025 Q4	$224K	Sell	905 -168	-16%	-$42.6K	0.13%	111
2025 Q3	$293K	Sell	1,073 -176	-14%	-$51K	0.17%	88
2025 Q2	$352K	Sell	1,249 -102	-8%	-$27.9K	0.22%	77
2025 Q1	$398K	Buy	1,351 +56	+4%	+$17.3K	0.26%	72
2024 Q4	$376K	Buy	+1,295	New	+$407K	0.27%	69

Other funds holding APD

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Meriwether Wealth & Planning's APD Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Air Products & Chemicals (APD) stake by 11% in Q3 2026, buying an estimated $27.7K and bringing the position to 935 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #96.

Meriwether Wealth & Planning first reported a position in APD in Q4 2024 and has held it in 8 quarters since. The position peaked at $398K in Q1 2025. 430 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Meriwether Wealth & Planning held 935 shares of Air Products & Chemicals worth $260K as of Q3 2026.
Meriwether Wealth & Planning bought 93 Air Products & Chemicals shares in Q3 2026, an estimated $27.7K.
Air Products & Chemicals made up 0.12% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #96 holding.
Meriwether Wealth & Planning first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Air Products & Chemicals position peaked at $398K in Q1 2025.
430 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.