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Simplicity Wealth’s Air Products & Chemicals APD Stock Holding History

Simplicity Wealth’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 		$1.06M Sell
3,639
-229
-6% -$63.1K 0.06% 288
2025
Q4 		$956K Buy
3,868
+93
+2% +$23.6K 0.06% 288
2025
Q3 		$1.03M Sell
3,775
-4,649
-55% -$1.35M 0.06% 285
2025
Q2 		$2.38M Buy
8,424
+4,733
+128% +$1.3M 0.1% 193
2025
Q1 		$1.09M Buy
+3,691
New +$1.14M 0.08% 243
2024
Q4 		– Sell
-3,692
Closed -$1.1M – 330
2024
Q3 		$1.1M Sell
3,692
-4,399
-54% -$1.2M 0.1% 181
2024
Q2 		$2.09M Sell
8,091
-1,050
-11% -$266K 0.05% 352
2024
Q1 		$2.21M Buy
9,141
+7,183
+367% +$1.76M 0.05% 332
2023
Q4 		$536K Buy
+1,958
New +$538K 0.21% 89

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

Simplicity Wealth's APD Position: Q1 2026 in Review

Simplicity Wealth reduced its Air Products & Chemicals (APD) stake by 5.9% in Q1 2026, selling an estimated $63.1K and leaving 3,639 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #288.

Simplicity Wealth first reported a position in APD in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.38M in Q2 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Simplicity Wealth held 3,639 shares of Air Products & Chemicals worth $1.06M as of Q1 2026.
  • Simplicity Wealth sold 229 Air Products & Chemicals shares in Q1 2026, an estimated $63.1K.
  • Air Products & Chemicals made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #288 holding.
  • Simplicity Wealth first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 9 quarters since.
  • Simplicity Wealth's Air Products & Chemicals position peaked at $2.38M in Q2 2025.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.