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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
Q2 		$237K Sell
808
-29
-3% -$8.43K 0.22% 98
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 $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

Oregon Pacific Wealth Management's APD Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its Air Products & Chemicals (APD) stake by 3.5% in Q2 2026, selling an estimated $8.43K and leaving 808 shares worth $237K. The position accounts for 0.22% of the portfolio, ranked #98.

Oregon Pacific Wealth Management first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q1 2025. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Oregon Pacific Wealth Management held 808 shares of Air Products & Chemicals worth $237K as of Q2 2026.
  • Oregon Pacific Wealth Management sold 29 Air Products & Chemicals shares in Q2 2026, an estimated $8.43K.
  • Air Products & Chemicals made up 0.22% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Oregon Pacific Wealth Management first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
  • Oregon Pacific Wealth Management's Air Products & Chemicals position peaked at $343K in Q1 2025.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.