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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
Q2 		$814K Sell
2,667
-344
-11% -$100K 0.6% 46
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phillips Wealth Planners's APD Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Air Products & Chemicals (APD) stake by 11% in Q2 2026, selling an estimated $100K and leaving 2,667 shares worth $814K. The position accounts for 0.6% of the portfolio, ranked #46.

Phillips Wealth Planners first reported a position in APD in Q1 2023 and has held it in 14 quarters since. The position peaked at $917K in Q1 2026. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Phillips Wealth Planners held 2,667 shares of Air Products & Chemicals worth $814K as of Q2 2026.
  • Phillips Wealth Planners sold 344 Air Products & Chemicals shares in Q2 2026, an estimated $100K.
  • Air Products & Chemicals made up 0.6% of Phillips Wealth Planners's portfolio in Q2 2026, its #46 holding.
  • Phillips Wealth Planners first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Air Products & Chemicals position peaked at $917K in Q1 2026.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.