Sagespring Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Sagespring Wealth Partners’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	$2.03M	Buy	6,995 +752	+12%	+$207K	0.04%	198
2025 Q4	$1.54M	Sell	6,243 -1,621	-21%	-$411K	0.03%	231
2025 Q3	$2.14M	Buy	7,864 +332	+4%	+$96.1K	0.04%	174
2025 Q2	$2.12M	Buy	7,532 +117	+2%	+$32K	0.05%	168
2025 Q1	$2.19M	Buy	7,415 +430	+6%	+$133K	0.06%	149
2024 Q4	$2.03M	Buy	+6,985	New	+$2.19M	0.05%	145

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sagespring Wealth Partners's APD Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Air Products & Chemicals (APD) stake by 12% in Q1 2026, buying an estimated $207K and bringing the position to 6,995 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #198.

Sagespring Wealth Partners first reported a position in APD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.19M in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Sagespring Wealth Partners held 6,995 shares of Air Products & Chemicals worth $2.03M as of Q1 2026.
Sagespring Wealth Partners bought 752 Air Products & Chemicals shares in Q1 2026, an estimated $207K.
Air Products & Chemicals made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #198 holding.
Sagespring Wealth Partners first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Air Products & Chemicals position peaked at $2.19M in Q1 2025.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.