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

Principle 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 		$711K Sell
2,448
-14
-0.6% -$3.86K 0.04% 201
2025
Q4 		$608K Sell
2,462
-22
-0.9% -$5.58K 0.03% 219
2025
Q3 		$677K Sell
2,484
-100
-4% -$28.9K 0.04% 199
2025
Q2 		$729K Buy
2,584
+1
+0% +$274 0.05% 187
2025
Q1 		$762K Hold
2,583
– – 0.05% 180
2024
Q4 		$749K Sell
2,583
-11
-0.4% -$3.45K 0.05% 181
2024
Q3 		$772K Hold
2,594
– – 0.05% 178
2024
Q2 		$669K Buy
2,594
+10
+0.4% +$2.54K 0.05% 186
2024
Q1 		$626K Hold
2,584
– – 0.05% 199
2023
Q4 		$707K Hold
2,584
– – 0.06% 181
2023
Q3 		$732K Buy
2,584
+101
+4% +$29.6K 0.07% 168
2023
Q2 		$744K Sell
2,483
-17
-0.7% -$4.84K 0.07% 161
2023
Q1 		$718K Hold
2,500
– – 0.08% 160
2022
Q4 		$771K Sell
2,500
-214
-8% -$60.3K 0.09% 153
2022
Q3 		$632 Sell
2,714
-6
-0.2% -$1.49K 0.06% 161
2022
Q2 		$654K Sell
2,720
-157
-5% -$38.2K 0.08% 170
2022
Q1 		$719K Buy
2,877
+2
+0.1% +$514 0.08% 167
2021
Q4 		$875K Buy
2,875
+28
+1% +$8.22K 0.09% 148
2021
Q3 		$729K Hold
2,847
– – 0.08% 156
2021
Q2 		$819K Buy
2,847
+1
+0% +$294 0.09% 147
2021
Q1 		$801K Buy
2,846
+1
+0% +$272 0.09% 143
2020
Q4 		$777K Buy
+2,845
New +$801K 0.1% 137
2020
Q3 		– Sell
-282
Closed -$68K – 161
2020
Q2 		$68K Buy
+282
New +$64.4K 0.02% 250

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

Principle Wealth Partners's APD Position: Q1 2026 in Review

Principle Wealth Partners reduced its Air Products & Chemicals (APD) stake by 0.57% in Q1 2026, selling an estimated $3.86K and leaving 2,448 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #201.

Principle Wealth Partners first reported a position in APD in Q2 2020 and has held it in 23 quarters since. The position peaked at $875K in Q4 2021. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Principle Wealth Partners held 2,448 shares of Air Products & Chemicals worth $711K as of Q1 2026.
  • Principle Wealth Partners sold 14 Air Products & Chemicals shares in Q1 2026, an estimated $3.86K.
  • Air Products & Chemicals made up 0.04% of Principle Wealth Partners's portfolio in Q1 2026, its #201 holding.
  • Principle Wealth Partners first reported a position in Air Products & Chemicals in Q2 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Air Products & Chemicals position peaked at $875K in Q4 2021.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.