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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's APD Position: Q1 2026 in Review

Phoenix Wealth Advisors increased its Air Products & Chemicals (APD) stake by 492% in Q1 2026, buying an estimated $1.59M and bringing the position to 6,953 shares worth $2.02M. The position accounts for 0.8% of the portfolio, ranked #35.

Phoenix Wealth Advisors first reported a position in APD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.88M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Phoenix Wealth Advisors held 6,953 shares of Air Products & Chemicals worth $2.02M as of Q1 2026.
  • Phoenix Wealth Advisors bought 5,779 Air Products & Chemicals shares in Q1 2026, an estimated $1.59M.
  • Air Products & Chemicals made up 0.8% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • Phoenix Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Air Products & Chemicals position peaked at $2.88M in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.