Oak Harbor Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Oak Harbor Wealth Partners’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	$294K	Sell	1,011 -335	-25%	-$92.4K	0.07%	170
2025 Q4	$332K	Sell	1,346 -235	-15%	-$59.6K	0.08%	165
2025 Q3	$431K	Sell	1,581 -1,159	-42%	-$336K	0.11%	146
2025 Q2	$773K	Sell	2,740 -1,454	-35%	-$398K	0.21%	101
2025 Q1	$1.24M	Sell	4,194 -2,334	-36%	-$720K	0.35%	70
2024 Q4	$1.89M	Sell	6,528 -158	-2%	-$49.6K	0.55%	48
2024 Q3	$1.99M	Buy	6,686 +212	+3%	+$58K	0.57%	48
2024 Q2	$1.67M	Buy	6,474 +84	+1%	+$21.3K	0.53%	49
2024 Q1	$1.55M	Buy	6,390 +646	+11%	+$158K	0.48%	54
2023 Q4	$1.57M	Sell	5,744 -243	-4%	-$66.8K	0.53%	50
2023 Q3	$1.7M	Buy	5,987 +307	+5%	+$90K	0.6%	49
2023 Q2	$1.7M	Sell	5,680 -148	-3%	-$42.1K	0.58%	46
2023 Q1	$1.67M	Buy	5,828 +48	+0.8%	+$14K	0.61%	47
2022 Q4	$1.78M	Buy	5,780 +95	+2%	+$26.8K	0.68%	43
2022 Q3	$1.32M	Buy	5,685 +370	+7%	+$91.6K	0.52%	49
2022 Q2	$1.28M	Buy	5,315 +155	+3%	+$37.7K	0.51%	53
2022 Q1	$1.29M	Buy	5,160 +664	+15%	+$171K	0.42%	61
2021 Q4	$1.37M	Buy	+4,496	New	+$1.32M	0.47%	56

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

Oak Harbor Wealth Partners's APD Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Air Products & Chemicals (APD) stake by 25% in Q1 2026, selling an estimated $92.4K and leaving 1,011 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #170.

Oak Harbor Wealth Partners first reported a position in APD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.99M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Oak Harbor Wealth Partners held 1,011 shares of Air Products & Chemicals worth $294K as of Q1 2026.
Oak Harbor Wealth Partners sold 335 Air Products & Chemicals shares in Q1 2026, an estimated $92.4K.
Air Products & Chemicals made up 0.07% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #170 holding.
Oak Harbor Wealth Partners first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Air Products & Chemicals position peaked at $1.99M in Q3 2024.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.