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

Rockline Wealth 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	$206K	Hold	701	–	–	0.04%	105
2026 Q1	$204K	Buy	+701	New	+$193K	0.04%	105
2025 Q4	–	Sell	-887	Closed	-$242K	–	106
2025 Q3	$242K	Hold	887	–	–	0.05%	89
2025 Q2	$250K	Hold	887	–	–	0.06%	87
2025 Q1	$262K	Hold	887	–	–	0.07%	86
2024 Q4	$257K	Hold	887	–	–	0.07%	90
2024 Q3	$264K	Hold	887	–	–	0.07%	88
2024 Q2	$229K	Sell	887 -7	-0.8%	-$1.78K	0.07%	93
2024 Q1	$217K	Hold	894	–	–	0.08%	90
2023 Q4	$245K	Buy	+894	New	+$246K	0.1%	81

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

Rockline Wealth Management's APD Position: Q2 2026 in Review

Rockline Wealth Management held its Air Products & Chemicals (APD) position steady in Q2 2026 at 701 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #105.

Rockline Wealth Management first reported a position in APD in Q4 2023 and has held it in 10 quarters since. The position peaked at $264K in Q3 2024. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Rockline Wealth Management held 701 shares of Air Products & Chemicals worth $206K as of Q2 2026.
Rockline Wealth Management left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.04% of Rockline Wealth Management's portfolio in Q2 2026, its #105 holding.
Rockline Wealth Management first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 10 quarters since.
Rockline Wealth Management's Air Products & Chemicals position peaked at $264K in Q3 2024.
1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.