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

Sage Private Wealth 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
Q1 		$586K Buy
2,016
+380
+23% +$105K 0.29% 42
2025
Q4 		$404K Buy
1,636
+65
+4% +$16.5K 0.22% 61
2025
Q3 		$429K Buy
1,571
+154
+11% +$44.6K 0.24% 62
2025
Q2 		$400K Buy
1,417
+138
+11% +$37.8K 0.26% 54
2025
Q1 		$377K Sell
1,279
-60
-4% -$18.5K 0.29% 57
2024
Q4 		$389K Sell
1,339
-69
-5% -$21.7K 0.29% 48
2024
Q3 		$419K Sell
1,408
-468
-25% -$128K 0.33% 44
2024
Q2 		$484K Buy
1,876
+479
+34% +$121K 0.41% 34
2024
Q1 		$339K Buy
1,397
+491
+54% +$120K 0.27% 55
2023
Q4 		$248K Sell
906
-116
-11% -$31.9K 0.22% 53
2023
Q3 		$290K Buy
1,022
+16
+2% +$4.69K 0.4% 36
2023
Q2 		$301K Buy
1,006
+1
+0.1% +$285 0.41% 33
2023
Q1 		$289K Buy
1,005
+94
+10% +$27.4K 0.33% 36
2022
Q4 		$281K Sell
911
-24
-3% -$6.76K 0.33% 37
2022
Q3 		$218K Sell
935
-180
-16% -$44.6K 0.29% 45
2022
Q2 		$268K Buy
1,115
+188
+20% +$45.7K 0.39% 37
2022
Q1 		$232K Buy
927
+75
+9% +$19.3K 0.23% 42
2021
Q4 		$259K Buy
852
+27
+3% +$7.93K 0.32% 37
2021
Q3 		$211K Buy
825
+7
+0.9% +$1.94K 0.29% 40
2021
Q2 		$235K Buy
818
+15
+2% +$4.4K 0.32% 35
2021
Q1 		$226K Sell
803
-34
-4% -$9.24K 0.39% 33
2020
Q4 		$229K Buy
+837
New +$236K 0.64% 30

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

Sage Private Wealth Group's APD Position: Q1 2026 in Review

Sage Private Wealth Group increased its Air Products & Chemicals (APD) stake by 23% in Q1 2026, buying an estimated $105K and bringing the position to 2,016 shares worth $586K. The position accounts for 0.29% of the portfolio, ranked #42.

Sage Private Wealth Group first reported a position in APD in Q4 2020 and has held it in 22 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Sage Private Wealth Group held 2,016 shares of Air Products & Chemicals worth $586K as of Q1 2026.
  • Sage Private Wealth Group bought 380 Air Products & Chemicals shares in Q1 2026, an estimated $105K.
  • Air Products & Chemicals made up 0.29% of Sage Private Wealth Group's portfolio in Q1 2026, its #42 holding.
  • Sage Private Wealth Group first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 22 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.