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Peak Planning Group’s Air Products & Chemicals APD Stock Holding History

Peak Planning Group’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
2025
Q1 		– Sell
-695
Closed -$201K – 124
2024
Q4 		$201K Sell
695
-142
-17% -$44.6K 0.08% 114
2024
Q3 		$249K Sell
837
-34
-4% -$9.3K 0.11% 98
2024
Q2 		$225K Sell
871
-77
-8% -$19.5K 0.11% 98
2024
Q1 		$230K Sell
948
-172
-15% -$42.1K 0.14% 69
2023
Q4 		$307K Sell
1,120
-89
-7% -$24.5K 0.22% 57
2023
Q3 		$343K Buy
1,209
+6
+0.5% +$1.76K 0.27% 59
2023
Q2 		$360K Sell
1,203
-137
-10% -$39K 0.27% 57
2023
Q1 		$385K Sell
1,340
-749
-36% -$219K 0.31% 55
2022
Q4 		$644K Buy
2,089
+713
+52% +$201K 0.57% 43
2022
Q3 		$320K Buy
1,376
+7
+0.5% +$1.73K 0.3% 60
2022
Q2 		$329K Buy
+1,369
New +$333K 0.28% 56
2021
Q4 		$400K Sell
1,315
-15
-1% -$4.4K 0.3% 58
2021
Q3 		$341K Buy
+1,330
New +$368K 0.29% 61
2021
Q1 		$320K Buy
1,136
+239
+27% +$65K 0.31% 56
2020
Q4 		$245K Buy
897
+113
+14% +$31.8K 0.28% 54
2020
Q3 		$233K Buy
+784
New +$226K 0.33% 47

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return