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 Q2	$457K	Buy	1,558 +872	+127%	+$254K	0.04%	187
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 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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's APD Position: Q2 2026 in Review

Private Wealth Asset Management increased its Air Products & Chemicals (APD) stake by 127% in Q2 2026, buying an estimated $254K and bringing the position to 1,558 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #187.

Private Wealth Asset Management first reported a position in APD in Q1 2025 and has held it in 6 quarters since. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Private Wealth Asset Management held 1,558 shares of Air Products & Chemicals worth $457K as of Q2 2026.
Private Wealth Asset Management bought 872 Air Products & Chemicals shares in Q2 2026, an estimated $254K.
Air Products & Chemicals made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #187 holding.
Private Wealth Asset Management first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 6 quarters since.
1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.