Principia Wealth Advisory’s Air Products & Chemicals APD Stock Holding History

Principia Wealth Advisory’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 Q2	$4.69K	Buy	16 +4	+33%	+$1.16K	﹤0.01%	379
2026 Q1	$3.49K	Buy	12 +2	+20%	+$551	﹤0.01%	374
2025 Q4	$2.47K	Sell	10 -2	-17%	-$507	﹤0.01%	400
2025 Q3	$3.27K	Buy	12 +2	+20%	+$579	﹤0.01%	350
2025 Q2	$2.82K	Sell	10 -9	-47%	-$2.46K	﹤0.01%	319
2025 Q1	$5.13K	Buy	19 +13	+217%	+$4.01K	﹤0.01%	176
2024 Q4	$1.74K	Buy	+6	New	+$1.88K	﹤0.01%	265

Other funds holding APD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Principia Wealth Advisory's APD Position: Q2 2026 in Review

Principia Wealth Advisory increased its Air Products & Chemicals (APD) stake by 33% in Q2 2026, buying an estimated $1.16K and bringing the position to 16 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Principia Wealth Advisory first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.13K in Q1 2025. 1,768 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Principia Wealth Advisory held 16 shares of Air Products & Chemicals worth $4.69K as of Q2 2026.
Principia Wealth Advisory bought 4 Air Products & Chemicals shares in Q2 2026, an estimated $1.16K.
Air Products & Chemicals made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #379 holding.
Principia Wealth Advisory first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Air Products & Chemicals position peaked at $5.13K in Q1 2025.
1,768 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.