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

Mission 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
2026
Q1 		$605K Sell
2,081
-55
-3% -$15.2K 0.01% 434
2025
Q4 		$528K Sell
2,136
-145
-6% -$36.8K 0.01% 483
2025
Q3 		$622K Sell
2,281
-59
-3% -$17.1K 0.01% 432
2025
Q2 		$660K Sell
2,340
-22
-0.9% -$6.02K 0.01% 415
2025
Q1 		$696K Buy
2,362
+554
+31% +$171K 0.02% 379
2024
Q4 		$524K Buy
1,808
+249
+16% +$78.2K 0.01% 416
2024
Q3 		$464K Sell
1,559
-47
-3% -$12.9K 0.01% 446
2024
Q2 		$415K Buy
1,606
+244
+18% +$61.9K 0.01% 455
2024
Q1 		$330K Buy
1,362
+328
+32% +$80.4K 0.01% 530
2023
Q4 		$283K Sell
1,034
-141
-12% -$38.8K 0.01% 479
2023
Q3 		$333K Sell
1,175
-70
-6% -$20.5K 0.01% 429
2023
Q2 		$373K Buy
1,245
+219
+21% +$62.4K 0.01% 407
2023
Q1 		$295K Buy
1,026
+51
+5% +$14.9K 0.01% 448
2022
Q4 		$301K Buy
+975
New +$275K 0.01% 421

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

Mission Wealth Management's APD Position: Q1 2026 in Review

Mission Wealth Management reduced its Air Products & Chemicals (APD) stake by 2.6% in Q1 2026, selling an estimated $15.2K and leaving 2,081 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #434.

Mission Wealth Management first reported a position in APD in Q4 2022 and has held it in 14 quarters since. The position peaked at $696K in Q1 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Mission Wealth Management held 2,081 shares of Air Products & Chemicals worth $605K as of Q1 2026.
  • Mission Wealth Management sold 55 Air Products & Chemicals shares in Q1 2026, an estimated $15.2K.
  • Air Products & Chemicals made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #434 holding.
  • Mission Wealth Management first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 14 quarters since.
  • Mission Wealth Management's Air Products & Chemicals position peaked at $696K in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.