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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
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

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 Planning Services's APD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Air Products & Chemicals (APD) stake by 0.53% in Q1 2026, buying an estimated $551 and bringing the position to 377 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #749.

Pinnacle Wealth Planning Services first reported a position in APD in Q2 2019 and has held it in 23 quarters since. The position peaked at $368K in Q2 2021. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 377 shares of Air Products & Chemicals worth $110K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2 Air Products & Chemicals shares in Q1 2026, an estimated $551.
  • Air Products & Chemicals made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #749 holding.
  • Pinnacle Wealth Planning Services first reported a position in Air Products & Chemicals in Q2 2019 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's Air Products & Chemicals position peaked at $368K in Q2 2021.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.