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

Pension & Wealth Management Advisors’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	$25.2K	Buy	86 +1	+1%	+$291	0.01%	383
2026 Q1	$24.9K	Hold	85	–	–	0.01%	356
2025 Q4	$21K	Buy	85 +1	+1%	+$253	0.01%	372
2025 Q3	$23K	Buy	+84	New	+$24.3K	0.01%	352
2025 Q2	–	Sell	-60	Closed	-$17.9K	–	500
2025 Q1	$17.9K	Hold	60	–	–	0.01%	336
2024 Q4	$17.5K	Hold	60	–	–	0.01%	342
2024 Q3	$17.9K	Buy	+60	New	+$16.4K	0.01%	275
2024 Q2	–	Sell	-189	Closed	-$45.8K	–	361
2024 Q1	$45.8K	Buy	+189	New	+$46.3K	0.03%	201
2023 Q2	–	Sell	-4	Closed	-$1.15K	–	272
2023 Q1	$1.15K	Buy	+4	New	+$1.17K	﹤0.01%	291

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pension & Wealth Management Advisors's APD Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Air Products & Chemicals (APD) stake by 1.2% in Q2 2026, buying an estimated $291 and bringing the position to 86 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #383.

Pension & Wealth Management Advisors first reported a position in APD in Q1 2023 and has held it in 9 quarters since. The position peaked at $45.8K in Q1 2024. 1,692 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Pension & Wealth Management Advisors held 86 shares of Air Products & Chemicals worth $25.2K as of Q2 2026.
Pension & Wealth Management Advisors bought 1 Air Products & Chemicals share in Q2 2026, an estimated $291.
Air Products & Chemicals made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #383 holding.
Pension & Wealth Management Advisors first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 9 quarters since.
Pension & Wealth Management Advisors's Air Products & Chemicals position peaked at $45.8K in Q1 2024.
1,692 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.