Pine Harbor Wealth Management’s Air Products & Chemicals APD Stock Holding History

Pine Harbor Wealth Management’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	$259K	Sell	893 -113	-11%	-$31.2K	0.08%	91
2025 Q4	$249K	Buy	1,006 +1	+0.1%	+$253	0.08%	96
2025 Q3	$274K	Sell	1,005 -26	-3%	-$7.53K	0.09%	85
2025 Q2	$291K	Buy	1,031 +1	+0.1%	+$274	0.1%	79
2025 Q1	$304K	Sell	1,030 -215	-17%	-$66.3K	0.12%	67
2024 Q4	$361K	Buy	1,245 +3	+0.2%	+$942	0.15%	62
2024 Q3	$370K	Buy	1,242 +4	+0.3%	+$1.09K	0.18%	67
2024 Q2	$319K	Buy	1,238 +106	+9%	+$26.9K	0.19%	68
2024 Q1	$274K	Sell	1,132 -7	-0.6%	-$1.72K	0.17%	73
2023 Q4	$312K	Buy	+1,139	New	+$313K	0.24%	69

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

Pine Harbor Wealth Management's APD Position: Q1 2026 in Review

Pine Harbor Wealth Management reduced its Air Products & Chemicals (APD) stake by 11% in Q1 2026, selling an estimated $31.2K and leaving 893 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #91.

Pine Harbor Wealth Management first reported a position in APD in Q4 2023 and has held it in 10 quarters since. The position peaked at $370K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Pine Harbor Wealth Management held 893 shares of Air Products & Chemicals worth $259K as of Q1 2026.
Pine Harbor Wealth Management sold 113 Air Products & Chemicals shares in Q1 2026, an estimated $31.2K.
Air Products & Chemicals made up 0.08% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #91 holding.
Pine Harbor Wealth Management first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 10 quarters since.
Pine Harbor Wealth Management's Air Products & Chemicals position peaked at $370K in Q3 2024.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.