PWMG
APD icon

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

Private Wealth Management Group’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 		$6.16K Hold
21
– – ﹤0.01% 770
2026
Q1 		$6.1K Hold
21
– – ﹤0.01% 696
2025
Q4 		$5.19K Sell
21
-15
-42% -$3.8K ﹤0.01% 757
2025
Q3 		$9.82K Hold
36
– – ﹤0.01% 511
2025
Q2 		$10.2K Sell
36
-5
-12% -$1.37K ﹤0.01% 484
2025
Q1 		$12.1K Buy
41
+5
+14% +$1.54K ﹤0.01% 413
2024
Q4 		$10.4K Hold
36
– – ﹤0.01% 456
2024
Q3 		$10.7K Buy
36
+1
+3% +$273 ﹤0.01% 436
2024
Q2 		$9.03K Sell
35
-48
-58% -$12.2K ﹤0.01% 471
2024
Q1 		$20.1K Sell
83
-4
-5% -$980 0.01% 269
2023
Q4 		$23.8K Buy
+87
New +$23.9K 0.01% 243

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Private Wealth Management Group held its Air Products & Chemicals (APD) position steady in Q2 2026 at 21 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Private Wealth Management Group first reported a position in APD in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.8K in Q4 2023. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Private Wealth Management Group held 21 shares of Air Products & Chemicals worth $6.16K as of Q2 2026.
  • Private Wealth Management Group left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #770 holding.
  • Private Wealth Management Group first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Air Products & Chemicals position peaked at $23.8K in Q4 2023.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.