PPG
APD icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peak Planning Group's APD Position: Q1 2025 in Review

Peak Planning Group sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 695 shares — an estimated $201K sold.

Peak Planning Group first reported a position in APD in Q3 2020 and held it in 16 quarters. The position peaked at $644K in Q4 2022. 1,793 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Peak Planning Group reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
  • Peak Planning Group sold 695 Air Products & Chemicals shares in Q1 2025, an estimated $201K.
  • Peak Planning Group first reported a position in Air Products & Chemicals in Q3 2020 and held it in 16 quarters.
  • Peak Planning Group's Air Products & Chemicals position peaked at $644K in Q4 2022.
  • 1,793 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Peak Planning Group's 13F filing for Q1 2025, filed 24 Jun 2026.