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Private Wealth Asset Management’s Air Products & Chemicals APD Stock Holding History

Private Wealth Asset Management’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 		$199K Sell
686
-109
-14% -$30.1K 0.02% 259
2025
Q4 		$196K Buy
795
+16
+2% +$4.06K 0.02% 261
2025
Q3 		$212K Buy
779
+180
+30% +$52.1K 0.03% 235
2025
Q2 		$169K Sell
599
-509
-46% -$139K 0.02% 254
2025
Q1 		$327K Buy
+1,108
New +$342K 0.05% 184

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

Private Wealth Asset Management's APD Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Air Products & Chemicals (APD) stake by 14% in Q1 2026, selling an estimated $30.1K and leaving 686 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #259.

Private Wealth Asset Management first reported a position in APD in Q1 2025 and has held it in 5 quarters since. The position peaked at $327K in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Private Wealth Asset Management held 686 shares of Air Products & Chemicals worth $199K as of Q1 2026.
  • Private Wealth Asset Management sold 109 Air Products & Chemicals shares in Q1 2026, an estimated $30.1K.
  • Air Products & Chemicals made up 0.02% of Private Wealth Asset Management's portfolio in Q1 2026, its #259 holding.
  • Private Wealth Asset Management first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Air Products & Chemicals position peaked at $327K in Q1 2025.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.