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Oregon Pacific Wealth Management’s Air Products & Chemicals APD Stock Holding History

Oregon Pacific 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
Q1 		$243K Sell
837
-74
-8% -$20.4K 0.25% 89
2025
Q4 		$225K Buy
911
+4
+0.4% +$1.01K 0.23% 105
2025
Q3 		$247K Sell
907
-132
-13% -$38.2K 0.21% 113
2025
Q2 		$293K Sell
1,039
-124
-11% -$33.9K 0.28% 94
2025
Q1 		$343K Buy
1,163
+8
+0.7% +$2.47K 0.34% 81
2024
Q4 		$335K Buy
+1,155
New +$363K 0.33% 84

Other funds holding APD

BlackRock
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oregon Pacific Wealth Management's APD Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its Air Products & Chemicals (APD) stake by 8.1% in Q1 2026, selling an estimated $20.4K and leaving 837 shares worth $243K. The position accounts for 0.25% of the portfolio, ranked #89.

Oregon Pacific Wealth Management first reported a position in APD in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q1 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Oregon Pacific Wealth Management held 837 shares of Air Products & Chemicals worth $243K as of Q1 2026.
  • Oregon Pacific Wealth Management sold 74 Air Products & Chemicals shares in Q1 2026, an estimated $20.4K.
  • Air Products & Chemicals made up 0.25% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Oregon Pacific Wealth Management first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 6 quarters since.
  • Oregon Pacific Wealth Management's Air Products & Chemicals position peaked at $343K in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.