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 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meriwether Wealth & Planning's APD Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Air Products & Chemicals (APD) stake by 10% in Q2 2026, buying an estimated $22.7K and bringing the position to 842 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #106.

Meriwether Wealth & Planning first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $398K in Q1 2025. 307 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Meriwether Wealth & Planning held 842 shares of Air Products & Chemicals worth $247K as of Q2 2026.
Meriwether Wealth & Planning bought 78 Air Products & Chemicals shares in Q2 2026, an estimated $22.7K.
Air Products & Chemicals made up 0.12% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #106 holding.
Meriwether Wealth & Planning first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Air Products & Chemicals position peaked at $398K in Q1 2025.
307 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.