Precedent Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Precedent Wealth Partners’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	$1.91M	Buy	6,565 +1,306	+25%	+$360K	0.38%	79
2025 Q4	$1.3M	Buy	5,259 +117	+2%	+$29.7K	0.27%	100
2025 Q3	$1.4M	Buy	5,142 +474	+10%	+$137K	0.31%	93
2025 Q2	$1.32M	Buy	4,668 +851	+22%	+$233K	0.32%	91
2025 Q1	$1.13M	Buy	3,817 +785	+26%	+$242K	0.31%	86
2024 Q4	$879K	Buy	3,032 +159	+6%	+$49.9K	0.29%	91
2024 Q3	$855K	Buy	2,873 +522	+22%	+$143K	0.28%	92
2024 Q2	$607K	Buy	2,351 +470	+25%	+$119K	0.24%	93
2024 Q1	$456K	Buy	1,881 +324	+21%	+$79.4K	0.2%	101
2023 Q4	$426K	Buy	+1,557	New	+$428K	0.22%	95

Other funds holding APD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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

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