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

Phoenix Wealth 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 		$2M Sell
6,827
-126
-2% -$36.6K 0.67% 33
2026
Q1 		$2.02M Buy
6,953
+5,779
+492% +$1.59M 0.8% 35
2025
Q4 		$290K Sell
1,174
-7,508
-86% -$1.9M 0.11% 108
2025
Q3 		$2.37M Sell
8,682
-201
-2% -$58.2K 0.91% 33
2025
Q2 		$2.51M Sell
8,883
-338
-4% -$92.5K 1.05% 29
2025
Q1 		$2.72M Sell
9,221
-144
-2% -$44.4K 1.19% 27
2024
Q4 		$2.72M Sell
9,365
-296
-3% -$93K 1.18% 24
2024
Q3 		$2.88M Sell
9,661
-243
-2% -$66.5K 1.34% 23
2024
Q2 		$2.56M Sell
9,904
-150
-1% -$38K 1.28% 25
2024
Q1 		$2.44M Buy
10,054
+5,652
+128% +$1.38M 1.48% 27
2023
Q4 		$1.2M Sell
4,402
-4,057
-48% -$1.12M 0.84% 35
2023
Q3 		$2.4M Sell
8,459
-232
-3% -$68K 1.41% 20
2023
Q2 		$2.6M Sell
8,691
-126
-1% -$35.9K 1.52% 17
2023
Q1 		$2.53M Buy
8,817
+5,467
+163% +$1.6M 1.57% 18
2022
Q4 		$1.03M Buy
3,350
+319
+11% +$89.9K 0.62% 36
2022
Q3 		$705K Buy
3,031
+593
+24% +$147K 0.71% 39
2022
Q2 		$586K Buy
2,438
+457
+23% +$111K 0.58% 40
2022
Q1 		$495K Buy
1,981
+567
+40% +$146K 0.51% 47
2021
Q4 		$430K Buy
1,414
+1,086
+331% +$319K 0.32% 71
2021
Q3 		$84K Buy
328
+143
+77% +$39.6K 0.06% 156
2021
Q2 		$53K Sell
185
-785
-81% -$230K 0.04% 184
2021
Q1 		$276K Hold
970
– – 0.21% 89
2020
Q4 		$265K Buy
+970
New +$273K 0.2% 84

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

Phoenix Wealth Advisors's APD Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 1.8% in Q2 2026, selling an estimated $36.6K and leaving 6,827 shares worth $2M. The position accounts for 0.67% of the portfolio, ranked #33.

Phoenix Wealth Advisors first reported a position in APD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.88M in Q3 2024. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Phoenix Wealth Advisors held 6,827 shares of Air Products & Chemicals worth $2M as of Q2 2026.
  • Phoenix Wealth Advisors sold 126 Air Products & Chemicals shares in Q2 2026, an estimated $36.6K.
  • Air Products & Chemicals made up 0.67% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Phoenix Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Air Products & Chemicals position peaked at $2.88M in Q3 2024.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.