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 Q2	$449K	Buy	1,529 +48	+3%	+$14K	0.01%	746
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Modern Wealth Management's APD Position: Q2 2026 in Review

Modern Wealth Management increased its Air Products & Chemicals (APD) stake by 3.2% in Q2 2026, buying an estimated $14K and bringing the position to 1,529 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #746.

Modern Wealth Management first reported a position in APD in Q2 2024 and has held it in 9 quarters since. The position peaked at $517K in Q4 2024. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Modern Wealth Management held 1,529 shares of Air Products & Chemicals worth $449K as of Q2 2026.
Modern Wealth Management bought 48 Air Products & Chemicals shares in Q2 2026, an estimated $14K.
Air Products & Chemicals made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #746 holding.
Modern Wealth Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Air Products & Chemicals position peaked at $517K in Q4 2024.
1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.