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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
Q2 		$262K Buy
894
+1
+0.1% +$291 0.07% 95
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
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

Pine Harbor Wealth Management's APD Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Air Products & Chemicals (APD) stake by 0.11% in Q2 2026, buying an estimated $291 and bringing the position to 894 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #95.

Pine Harbor Wealth Management first reported a position in APD in Q4 2023 and has held it in 11 quarters since. The position peaked at $370K in Q3 2024. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Pine Harbor Wealth Management held 894 shares of Air Products & Chemicals worth $262K as of Q2 2026.
  • Pine Harbor Wealth Management bought 1 Air Products & Chemicals share in Q2 2026, an estimated $291.
  • Air Products & Chemicals made up 0.07% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Pine Harbor Wealth Management first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
  • Pine Harbor Wealth Management's Air Products & Chemicals position peaked at $370K in Q3 2024.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.