Peterson Wealth Services
APD icon

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
Q3 		$2.73M Buy
9,824
+467
+5% +$139K 0.58% 41
2026
Q2 		$2.74M Buy
9,357
+553
+6% +$161K 0.6% 44
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

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Peterson Wealth Services's APD Position: Q3 2026 in Review

Peterson Wealth Services increased its Air Products & Chemicals (APD) stake by 5% in Q3 2026, buying an estimated $139K and bringing the position to 9,824 shares worth $2.73M. The position accounts for 0.58% of the portfolio, ranked #41.

Peterson Wealth Services first reported a position in APD in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.74M in Q2 2026. 707 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Peterson Wealth Services held 9,824 shares of Air Products & Chemicals worth $2.73M as of Q3 2026.
  • Peterson Wealth Services bought 467 Air Products & Chemicals shares in Q3 2026, an estimated $139K.
  • Air Products & Chemicals made up 0.58% of Peterson Wealth Services's portfolio in Q3 2026, its #41 holding.
  • Peterson Wealth Services first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's Air Products & Chemicals position peaked at $2.74M in Q2 2026.
  • 707 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.