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

MOR 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 		$629K Buy
2,147
+968
+82% +$282K 0.25% 61
2026
Q1 		$342K Buy
+1,179
New +$325K 0.16% 70

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MOR Wealth Management increased its Air Products & Chemicals (APD) stake by 82% in Q2 2026, buying an estimated $282K and bringing the position to 2,147 shares worth $629K. The position accounts for 0.25% of the portfolio, ranked #61.

MOR Wealth Management first reported a position in APD in Q1 2026 and has held it in 2 quarters since. 1,764 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • MOR Wealth Management held 2,147 shares of Air Products & Chemicals worth $629K as of Q2 2026.
  • MOR Wealth Management bought 968 Air Products & Chemicals shares in Q2 2026, an estimated $282K.
  • Air Products & Chemicals made up 0.25% of MOR Wealth Management's portfolio in Q2 2026, its #61 holding.
  • MOR Wealth Management first reported a position in Air Products & Chemicals in Q1 2026 and has held it in 2 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.