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

Modern 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	$429K	Sell	1,481 -186	-11%	-$51.3K	0.01%	616
2025 Q4	$412K	Buy	1,667 +67	+4%	+$17K	0.01%	585
2025 Q3	$436K	Buy	1,600 +38	+2%	+$11K	0.01%	543
2025 Q2	$441K	Sell	1,562 -121	-7%	-$33.1K	0.01%	510
2025 Q1	$496K	Sell	1,683 -99	-6%	-$30.5K	0.02%	425
2024 Q4	$517K	Buy	1,782 +144	+9%	+$45.2K	0.02%	357
2024 Q3	$488K	Buy	1,638 +6	+0.4%	+$1.64K	0.03%	257
2024 Q2	$421K	Buy	+1,632	New	+$414K	0.03%	250

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Modern Wealth Management reduced its Air Products & Chemicals (APD) stake by 11% in Q1 2026, selling an estimated $51.3K and leaving 1,481 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #616.

Modern Wealth Management first reported a position in APD in Q2 2024 and has held it in 8 quarters since. The position peaked at $517K in Q4 2024. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Modern Wealth Management held 1,481 shares of Air Products & Chemicals worth $429K as of Q1 2026.
Modern Wealth Management sold 186 Air Products & Chemicals shares in Q1 2026, an estimated $51.3K.
Air Products & Chemicals made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #616 holding.
Modern Wealth Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's Air Products & Chemicals position peaked at $517K in Q4 2024.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.