Pinnacle Wealth Planning Services
APD icon

Pinnacle Wealth Planning Services’s Air Products & Chemicals APD Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$89K Sell
320
-37
-10% -$11K 0.01% 922
2026
Q2 		$105K Sell
357
-20
-5% -$5.82K 0.01% 841
2026
Q1 		$110K Buy
377
+2
+0.5% +$551 0.01% 749
2025
Q4 		$92.6K Buy
+375
New +$95.1K 0.01% 823
2024
Q4 		– Sell
-924
Closed -$275K – 402
2024
Q3 		$275K Hold
924
– – 0.04% 334
2024
Q2 		$238K Sell
924
-10
-1% -$2.54K 0.03% 360
2024
Q1 		$226K Sell
934
-50
-5% -$12.3K 0.03% 381
2023
Q4 		$269K Sell
984
-17
-2% -$4.67K 0.04% 298
2023
Q3 		$284K Sell
1,001
-11
-1% -$3.23K 0.05% 268
2023
Q2 		$303K Sell
1,012
-36
-3% -$10.3K 0.05% 257
2023
Q1 		$301K Sell
1,048
-16
-2% -$4.67K 0.05% 268
2022
Q4 		$328K Sell
1,064
-306
-22% -$86.2K 0.06% 244
2022
Q3 		$319K Buy
1,370
+23
+2% +$5.69K 0.06% 219
2022
Q2 		$324K Buy
+1,347
New +$328K 0.06% 229
2022
Q1 		– Sell
-749
Closed -$228K – 435
2021
Q4 		$228K Sell
749
-598
-44% -$176K 0.04% 327
2021
Q3 		$345K Buy
1,347
+68
+5% +$18.8K 0.08% 218
2021
Q2 		$368K Sell
1,279
-3
-0.2% -$881 0.09% 193
2021
Q1 		$360K Buy
1,282
+91
+8% +$24.7K 0.09% 184
2020
Q4 		$325K Buy
1,191
+99
+9% +$27.9K 0.08% 180
2020
Q3 		$325K Sell
1,092
-291
-21% -$83.7K 0.11% 150
2020
Q2 		$333K Buy
1,383
+107
+8% +$24.4K 0.11% 147
2020
Q1 		$253K Buy
1,276
+85
+7% +$19.4K 0.12% 154
2019
Q4 		$279K Sell
1,191
-9
-0.8% -$2.03K 0.13% 161
2019
Q3 		$266K Buy
1,200
+167
+16% +$37.6K 0.14% 135
2019
Q2 		$234K Buy
+1,033
New +$214K 0.14% 143

Other funds holding APD

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Pinnacle Wealth Planning Services's APD Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Air Products & Chemicals (APD) stake by 10% in Q3 2026, selling an estimated $11K and leaving 320 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #922.

Pinnacle Wealth Planning Services first reported a position in APD in Q2 2019 and has held it in 25 quarters since. The position peaked at $368K in Q2 2021. 655 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Pinnacle Wealth Planning Services held 320 shares of Air Products & Chemicals worth $89K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 37 Air Products & Chemicals shares in Q3 2026, an estimated $11K.
  • Air Products & Chemicals made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #922 holding.
  • Pinnacle Wealth Planning Services first reported a position in Air Products & Chemicals in Q2 2019 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Air Products & Chemicals position peaked at $368K in Q2 2021.
  • 655 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.