Peterson Wealth Services’s Air Products & Chemicals APD Stock Holding History

Peterson Wealth Services’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	$2.56M	Buy	8,804 +483	+6%	+$133K	0.63%	42
2025 Q4	$2.06M	Buy	8,321 +6,964	+513%	+$1.77M	0.53%	45
2025 Q3	$2.31M	Sell	1,357 -7,068	-84%	-$2.05M	0.57%	40
2025 Q2	$2.38M	Buy	8,425 +236	+3%	+$64.6K	0.65%	40
2025 Q1	$2.42M	Buy	8,189 +582	+8%	+$179K	0.75%	42
2024 Q4	$2.21M	Buy	7,607 +362	+5%	+$114K	0.66%	40
2024 Q3	$2.16M	Buy	7,245 +450	+7%	+$123K	0.69%	40
2024 Q2	$1.75M	Buy	6,795 +520	+8%	+$132K	0.61%	47
2024 Q1	$1.52M	Buy	6,275 +1,641	+35%	+$402K	0.55%	52
2023 Q4	$1.27M	Buy	4,634 +442	+11%	+$122K	0.54%	50
2023 Q3	$1.19M	Buy	4,192 +143	+4%	+$41.9K	0.89%	37
2023 Q2	$1.21M	Buy	4,049 +84	+2%	+$23.9K	0.58%	48
2023 Q1	$1.14M	Buy	3,965 +602	+18%	+$176K	0.59%	53
2022 Q4	$1.04M	Buy	3,363 +330	+11%	+$93K	0.59%	43
2022 Q3	$706K	Buy	3,033 +853	+39%	+$211K	0.5%	53
2022 Q2	$524K	Buy	2,180 +370	+20%	+$90K	0.38%	55
2022 Q1	$452K	Buy	1,810 +466	+35%	+$120K	0.28%	66
2021 Q4	$409K	Buy	+1,344	New	+$395K	0.27%	54

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peterson Wealth Services's APD Position: Q1 2026 in Review

Peterson Wealth Services increased its Air Products & Chemicals (APD) stake by 5.8% in Q1 2026, buying an estimated $133K and bringing the position to 8,804 shares worth $2.56M. The position accounts for 0.63% of the portfolio, ranked #42.

Peterson Wealth Services first reported a position in APD in Q4 2021 and has held it in 18 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Peterson Wealth Services held 8,804 shares of Air Products & Chemicals worth $2.56M as of Q1 2026.
Peterson Wealth Services bought 483 Air Products & Chemicals shares in Q1 2026, an estimated $133K.
Air Products & Chemicals made up 0.63% of Peterson Wealth Services's portfolio in Q1 2026, its #42 holding.
Peterson Wealth Services first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 18 quarters since.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.