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Paragon Private Wealth Management’s Air Products & Chemicals APD Stock Holding History

Paragon Private 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 		$406K Buy
1,397
+110
+9% +$30.3K 0.13% 158
2025
Q4 		$318K Sell
1,287
-336
-21% -$85.2K 0.1% 179
2025
Q3 		$443K Buy
1,623
+160
+11% +$46.3K 0.15% 152
2025
Q2 		$413K Sell
1,463
-675
-32% -$185K 0.16% 142
2025
Q1 		$631K Sell
2,138
-468
-18% -$144K 0.29% 97
2024
Q4 		$756K Sell
2,606
-8
-0.3% -$2.51K 0.35% 80
2024
Q3 		$778K Sell
2,614
-916
-26% -$250K 0.39% 74
2024
Q2 		$911K Sell
3,530
-164
-4% -$41.6K 0.51% 58
2024
Q1 		$895K Buy
3,694
+14
+0.4% +$3.43K 0.53% 61
2023
Q4 		$1.01M Buy
3,680
+285
+8% +$78.4K 0.7% 48
2023
Q3 		$962K Buy
3,395
+163
+5% +$47.8K 0.79% 45
2023
Q2 		$968K Buy
3,232
+169
+6% +$48.1K 0.77% 47
2023
Q1 		$880K Buy
3,063
+598
+24% +$175K 0.74% 45
2022
Q4 		$760K Buy
2,465
+452
+22% +$127K 0.69% 46
2022
Q3 		$506K Buy
2,013
+1,094
+119% +$271K 0.49% 67
2022
Q2 		$221K Buy
+919
New +$223K 0.24% 98

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

Paragon Private Wealth Management's APD Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Air Products & Chemicals (APD) stake by 8.5% in Q1 2026, buying an estimated $30.3K and bringing the position to 1,397 shares worth $406K. The position accounts for 0.13% of the portfolio, ranked #158.

Paragon Private Wealth Management first reported a position in APD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.01M in Q4 2023. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Paragon Private Wealth Management held 1,397 shares of Air Products & Chemicals worth $406K as of Q1 2026.
  • Paragon Private Wealth Management bought 110 Air Products & Chemicals shares in Q1 2026, an estimated $30.3K.
  • Air Products & Chemicals made up 0.13% of Paragon Private Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Paragon Private Wealth Management first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 16 quarters since.
  • Paragon Private Wealth Management's Air Products & Chemicals position peaked at $1.01M in Q4 2023.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.