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Pinnacle Wealth Management Advisory Group’s Air Products & Chemicals APD Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$403K Sell
1,387
-292
-17% -$80.5K 0.03% 329
2025
Q4 		$415K Buy
1,679
+40
+2% +$10.1K 0.03% 313
2025
Q3 		$447K Buy
1,639
+247
+18% +$71.5K 0.03% 247
2025
Q2 		$393K Buy
1,392
+104
+8% +$28.5K 0.03% 255
2025
Q1 		$380K Sell
1,288
-61
-5% -$18.8K 0.04% 248
2024
Q4 		$391K Buy
1,349
+4
+0.3% +$1.26K 0.04% 241
2024
Q3 		$400K Sell
1,345
-144
-10% -$39.4K 0.04% 230
2024
Q2 		$384K Buy
+1,489
New +$378K 0.04% 231
2024
Q1 		– Sell
-1,263
Closed -$346K – 352
2023
Q4 		$346K Sell
1,263
-27
-2% -$7.42K 0.04% 224
2023
Q3 		$366K Buy
1,290
+13
+1% +$3.81K 0.05% 207
2023
Q2 		$383K Sell
1,277
-70
-5% -$19.9K 0.05% 213
2023
Q1 		$387K Buy
1,347
+83
+7% +$24.2K 0.05% 203
2022
Q4 		$390K Buy
1,264
+337
+36% +$95K 0.06% 197
2022
Q3 		$216K Buy
+927
New +$229K 0.04% 250

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

Pinnacle Wealth Management Advisory Group's APD Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Air Products & Chemicals (APD) stake by 17% in Q1 2026, selling an estimated $80.5K and leaving 1,387 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #329.

Pinnacle Wealth Management Advisory Group first reported a position in APD in Q3 2022 and has held it in 14 quarters since. The position peaked at $447K in Q3 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 1,387 shares of Air Products & Chemicals worth $403K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 292 Air Products & Chemicals shares in Q1 2026, an estimated $80.5K.
  • Air Products & Chemicals made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #329 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Air Products & Chemicals in Q3 2022 and has held it in 14 quarters since.
  • Pinnacle Wealth Management Advisory Group's Air Products & Chemicals position peaked at $447K in Q3 2025.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.