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SFMG Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

SFMG Wealth Advisors’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 		$245K Sell
842
-25
-3% -$6.89K 0.02% 272
2025
Q4 		$214K Sell
867
-21
-2% -$5.32K 0.01% 280
2025
Q3 		$242K Buy
888
+7
+0.8% +$2.03K 0.02% 256
2025
Q2 		$248K Sell
881
-16
-2% -$4.38K 0.02% 233
2025
Q1 		$264K Buy
897
+32
+4% +$9.87K 0.02% 217
2024
Q4 		$251K Sell
865
-4
-0.5% -$1.26K 0.02% 221
2024
Q3 		$259K Buy
869
+7
+0.8% +$1.91K 0.02% 214
2024
Q2 		$223K Buy
+862
New +$219K 0.02% 228
2024
Q1 		– Sell
-764
Closed -$209K – 284
2023
Q4 		$209K Sell
764
-286
-27% -$78.6K 0.02% 236
2023
Q3 		$297K Buy
1,050
+26
+3% +$7.63K 0.03% 181
2023
Q2 		$307K Sell
1,024
-1
-0.1% -$285 0.03% 177
2023
Q1 		$294K Sell
1,025
-38
-4% -$11.1K 0.03% 180
2022
Q4 		$328K Buy
1,063
+94
+10% +$26.5K 0.04% 172
2022
Q3 		$222K Buy
969
+79
+9% +$19.6K 0.03% 206
2022
Q2 		$214K Buy
+890
New +$216K 0.02% 224
2022
Q1 		– Sell
-899
Closed -$274K – 299
2021
Q4 		$274K Buy
899
+2
+0.2% +$587 0.03% 214
2021
Q3 		$230K Sell
897
-88
-9% -$24.3K 0.03% 222
2021
Q2 		$283K Buy
985
+90
+10% +$26.4K 0.03% 205
2021
Q1 		$252K Buy
895
+23
+3% +$6.25K 0.03% 203
2020
Q4 		$238K Buy
+872
New +$246K 0.03% 192

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

SFMG Wealth Advisors's APD Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 2.9% in Q1 2026, selling an estimated $6.89K and leaving 842 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #272.

SFMG Wealth Advisors first reported a position in APD in Q4 2020 and has held it in 20 quarters since. The position peaked at $328K in Q4 2022. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • SFMG Wealth Advisors held 842 shares of Air Products & Chemicals worth $245K as of Q1 2026.
  • SFMG Wealth Advisors sold 25 Air Products & Chemicals shares in Q1 2026, an estimated $6.89K.
  • Air Products & Chemicals made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #272 holding.
  • SFMG Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 20 quarters since.
  • SFMG Wealth Advisors's Air Products & Chemicals position peaked at $328K in Q4 2022.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.