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

Nicholson Wealth Management Group’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	–	Sell	-7,162	Closed	-$1.77M	–	115
2025 Q4	$1.77M	Buy	7,162 +1,521	+27%	+$386K	1.04%	59
2025 Q3	$1.54M	Buy	5,641 +369	+7%	+$107K	0.9%	62
2025 Q2	$1.49M	Buy	5,272 +38	+0.7%	+$10.4K	0.92%	58
2025 Q1	$1.54M	Buy	5,234 +21	+0.4%	+$6.48K	1.01%	50
2024 Q4	$1.51M	Buy	5,213 +2,595	+99%	+$815K	1.01%	41
2024 Q3	$779K	Buy	+2,618	New	+$716K	0.64%	57

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Nicholson Wealth Management Group's APD Position: Q1 2026 in Review

Nicholson Wealth Management Group sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 7,162 shares — an estimated $1.77M sold.

Nicholson Wealth Management Group first reported a position in APD in Q3 2024 and held it in 6 quarters. The position peaked at $1.77M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Nicholson Wealth Management Group reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
Nicholson Wealth Management Group sold 7,162 Air Products & Chemicals shares in Q1 2026, an estimated $1.77M.
Nicholson Wealth Management Group first reported a position in Air Products & Chemicals in Q3 2024 and held it in 6 quarters.
Nicholson Wealth Management Group's Air Products & Chemicals position peaked at $1.77M in Q4 2025.
1,785 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.