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

SHP 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
Q1 		$26.7K Buy
92
+56
+156% +$15.4K ﹤0.01% 648
2025
Q4 		$8.89K Buy
+36
New +$9.13K ﹤0.01% 864

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's APD Position: Q1 2026 in Review

SHP Wealth Management increased its Air Products & Chemicals (APD) stake by 156% in Q1 2026, buying an estimated $15.4K and bringing the position to 92 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

SHP Wealth Management first reported a position in APD in Q4 2025 and has held it in 2 quarters since. 1,782 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • SHP Wealth Management held 92 shares of Air Products & Chemicals worth $26.7K as of Q1 2026.
  • SHP Wealth Management bought 56 Air Products & Chemicals shares in Q1 2026, an estimated $15.4K.
  • Air Products & Chemicals made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #648 holding.
  • SHP Wealth Management first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 2 quarters since.
  • 1,782 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.