Phillips Wealth Planners’s Air Products & Chemicals APD Stock Holding History

Phillips Wealth Planners’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	$917K	Buy	3,011 +1,576	+110%	+$435K	0.69%	40
2025 Q4	$378K	Buy	1,435 +217	+18%	+$55K	0.3%	108
2025 Q3	$330K	Buy	1,218 +115	+10%	+$33.3K	0.27%	125
2025 Q2	$322K	Sell	1,103 -4	-0.4%	-$1.09K	0.29%	120
2025 Q1	$298K	Buy	1,107 +33	+3%	+$10.2K	0.31%	109
2024 Q4	$315K	Buy	1,074 +3	+0.3%	+$942	0.31%	110
2024 Q3	$350K	Sell	1,071 -6	-0.6%	-$1.64K	0.34%	107
2024 Q2	$275K	Buy	1,077 +21	+2%	+$5.33K	0.29%	132
2024 Q1	$241K	Buy	1,056 +125	+13%	+$30.6K	0.28%	144
2023 Q4	$242K	Sell	931 -49	-5%	-$13.5K	0.29%	131
2023 Q3	$275K	Sell	980 -38	-4%	-$11.1K	0.37%	107
2023 Q2	$305K	Buy	1,018 +53	+5%	+$15.1K	0.4%	93
2023 Q1	$286K	Buy	+965	New	+$282K	0.38%	99

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

Phillips Wealth Planners's APD Position: Q1 2026 in Review

Phillips Wealth Planners increased its Air Products & Chemicals (APD) stake by 110% in Q1 2026, buying an estimated $435K and bringing the position to 3,011 shares worth $917K. The position accounts for 0.69% of the portfolio, ranked #40.

Phillips Wealth Planners first reported a position in APD in Q1 2023 and has held it in 13 quarters since. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Phillips Wealth Planners held 3,011 shares of Air Products & Chemicals worth $917K as of Q1 2026.
Phillips Wealth Planners bought 1,576 Air Products & Chemicals shares in Q1 2026, an estimated $435K.
Air Products & Chemicals made up 0.69% of Phillips Wealth Planners's portfolio in Q1 2026, its #40 holding.
Phillips Wealth Planners first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 13 quarters since.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.