Prepared Retirement Institute’s Air Products & Chemicals APD Stock Holding History

Prepared Retirement Institute’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
2025 Q3	–	Sell	-1,599	Closed	-$451K	–	86
2025 Q2	$451K	Buy	1,599 +115	+8%	+$31.5K	0.27%	46
2025 Q1	$438K	Buy	1,484 +8	+0.5%	+$2.47K	0.28%	43
2024 Q4	$428K	Buy	1,476 +8	+0.5%	+$2.51K	0.24%	41
2024 Q3	$437K	Buy	1,468 +10	+0.7%	+$2.73K	0.26%	40
2024 Q2	$376K	Buy	1,458 +10	+0.7%	+$2.54K	0.25%	44
2024 Q1	$351K	Buy	1,448 +11	+0.8%	+$2.69K	0.26%	42
2023 Q4	$393K	Buy	+1,437	New	+$395K	0.29%	50

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prepared Retirement Institute's APD Position: Q3 2025 in Review

Prepared Retirement Institute sold out of Air Products & Chemicals (APD) in Q3 2025, closing a stake of 1,599 shares — an estimated $451K sold.

Prepared Retirement Institute first reported a position in APD in Q4 2023 and held it in 7 quarters. The position peaked at $451K in Q2 2025. 1,707 funds tracked by Wall St. Rank hold APD as of Q3 2025.

Prepared Retirement Institute reported no remaining Air Products & Chemicals position as of Q3 2025 after selling out during the quarter.
Prepared Retirement Institute sold 1,599 Air Products & Chemicals shares in Q3 2025, an estimated $451K.
Prepared Retirement Institute first reported a position in Air Products & Chemicals in Q4 2023 and held it in 7 quarters.
Prepared Retirement Institute's Air Products & Chemicals position peaked at $451K in Q2 2025.
1,707 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.

Based on Prepared Retirement Institute's 13F filing for Q3 2025, filed 21 Oct 2025.