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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$95.5K Sell
329
-20
-6% -$5.51K 0.15% 92
2025
Q4
$86.2K Buy
349
+20
+6% +$5.07K 0.12% 101
2025
Q3
$89.7K Sell
329
-46
-12% -$13.3K 0.15% 88
2025
Q2
$106K Hold
375
0.16% 74
2025
Q1
$111K Buy
375
+2
+0.5% +$617 0.22% 75
2024
Q4
$108K Buy
+373
New +$117K 0.21% 66
2024
Q3
Sell
-76
Closed -$19.6K 235
2024
Q2
$19.6K Buy
+76
New +$19.3K 0.03% 143

Other funds holding APD

Mowery & Schoenfeld Wealth Management's APD Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Air Products & Chemicals (APD) stake by 5.7% in Q1 2026, selling an estimated $5.51K and leaving 329 shares worth $95.5K. The position accounts for 0.15% of the portfolio, ranked #92.

Mowery & Schoenfeld Wealth Management first reported a position in APD in Q2 2024 and has held it in 7 quarters since. The position peaked at $111K in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 329 shares of Air Products & Chemicals worth $95.5K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 20 Air Products & Chemicals shares in Q1 2026, an estimated $5.51K.
  • Air Products & Chemicals made up 0.15% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Air Products & Chemicals position peaked at $111K in Q1 2025.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.