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

Partnership 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 Q3	$556K	Hold	2,000	–	–	0.4%	39
2026 Q2	$586K	Hold	2,000	–	–	0.4%	39
2026 Q1	$581K	Hold	2,000	–	–	0.44%	40
2025 Q4	$494K	Hold	2,000	–	–	0.36%	47
2025 Q3	$545K	Hold	2,000	–	–	0.42%	42
2025 Q2	$564K	Hold	2,000	–	–	0.46%	43
2025 Q1	$590K	Hold	2,000	–	–	0.5%	42
2024 Q4	$580K	Hold	2,000	–	–	0.48%	42
2024 Q3	$595K	Hold	2,000	–	–	0.42%	40
2024 Q2	$516K	Hold	2,000	–	–	0.38%	54
2024 Q1	$485K	Hold	2,000	–	–	0.34%	62
2023 Q4	$511K	Buy	+2,000	New	+$550K	0.39%	56

Other funds holding APD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Partnership Wealth Management's APD Position: Q3 2026 in Review

Partnership Wealth Management held its Air Products & Chemicals (APD) position steady in Q3 2026 at 2,000 shares worth $556K. The position accounts for 0.4% of the portfolio, ranked #39.

Partnership Wealth Management first reported a position in APD in Q4 2023 and has held it in 12 quarters since. The position peaked at $595K in Q3 2024. 986 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Partnership Wealth Management held 2,000 shares of Air Products & Chemicals worth $556K as of Q3 2026.
Partnership Wealth Management left its Air Products & Chemicals share count unchanged in Q3 2026.
Air Products & Chemicals made up 0.4% of Partnership Wealth Management's portfolio in Q3 2026, its #39 holding.
Partnership Wealth Management first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's Air Products & Chemicals position peaked at $595K in Q3 2024.
986 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.