Smith Salley Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.95M | Buy |
6,707
+481
| +8% | +$133K | 0.1% | 125 |
|
|
2025
Q4 | $1.54M | Sell |
6,226
-251
| -4% | -$63.6K | 0.08% | 134 |
|
|
2025
Q3 | $1.77M | Buy |
6,477
+139
| +2% | +$40.2K | 0.09% | 128 |
|
|
2025
Q2 | $1.79M | Buy |
6,338
+177
| +3% | +$48.4K | 0.1% | 120 |
|
|
2025
Q1 | $1.82M | Sell |
6,161
-15
| -0.2% | -$4.63K | 0.12% | 112 |
|
|
2024
Q4 | $1.79M | Sell |
6,176
-76
| -1% | -$23.9K | 0.12% | 112 |
|
|
2024
Q3 | $1.86M | Buy |
6,252
+109
| +2% | +$29.8K | 0.12% | 109 |
|
|
2024
Q2 | $1.59M | Buy |
6,143
+3
| +0% | +$761 | 0.11% | 106 |
|
|
2024
Q1 | $1.49M | Sell |
6,140
-6,325
| -51% | -$1.55M | 0.12% | 109 |
|
|
2023
Q4 | $3.41M | Sell |
12,465
-530
| -4% | -$146K | 0.22% | 76 |
|
|
2023
Q3 | $3.68M | Sell |
12,995
-66
| -0.5% | -$19.4K | 0.27% | 69 |
|
|
2023
Q2 | $3.91M | Sell |
13,061
-66
| -0.5% | -$18.8K | 0.29% | 70 |
|
|
2023
Q1 | $3.77M | Buy |
13,127
+423
| +3% | +$123K | 0.3% | 70 |
|
|
2022
Q4 | $3.92M | Sell |
12,704
-3
| -0% | -$845 | 0.34% | 70 |
|
|
2022
Q3 | $2.96M | Sell |
12,707
-144
| -1% | -$35.6K | 0.28% | 76 |
|
|
2022
Q2 | $3.09M | Buy |
12,851
+272
| +2% | +$66.1K | 0.27% | 77 |
|
|
2022
Q1 | $3.14M | Buy |
12,579
+382
| +3% | +$98.2K | 0.24% | 85 |
|
|
2021
Q4 | $3.71M | Buy |
12,197
+111
| +0.9% | +$32.6K | 0.26% | 80 |
|
|
2021
Q3 | $3.1M | Buy |
12,086
+333
| +3% | +$92.1K | 0.24% | 85 |
|
|
2021
Q2 | $3.38M | Buy |
11,753
+4,143
| +54% | +$1.22M | 0.27% | 78 |
|
|
2021
Q1 | $2.14M | Buy |
7,610
+531
| +8% | +$144K | 0.19% | 88 |
|
|
2020
Q4 | $1.93M | Sell |
7,079
-195
| -3% | -$54.9K | 0.2% | 86 |
|
|
2020
Q3 | $2.17M | Buy |
+7,274
| New | +$2.09M | 0.26% | 77 |
|
|
2016
Q2 | – | Sell |
-9,996
| Closed | -$1.33M | – | 160 |
|
|
2016
Q1 | $1.33M | Buy |
9,996
+298
| +3% | +$36K | 0.33% | 82 |
|
|
2015
Q4 | $1.17M | Buy |
9,698
+365
| +4% | +$45.9K | 0.29% | 91 |
|
|
2015
Q3 | $1.1M | Buy |
9,333
+427
| +5% | +$54.3K | 0.3% | 88 |
|
|
2015
Q2 | $1.13M | Buy |
8,906
+1,268
| +17% | +$173K | 0.29% | 93 |
|
|
2015
Q1 | $1.07M | Buy |
7,638
+1,171
| +18% | +$162K | 0.27% | 96 |
|
|
2014
Q4 | $863K | Buy |
6,467
+1,154
| +22% | +$146K | 0.22% | 105 |
|
|
2014
Q3 | $639K | Buy |
5,313
+2,735
| +106% | +$334K | 0.17% | 121 |
|
|
2014
Q2 | $307K | Buy |
2,578
+334
| +15% | +$37.3K | 0.08% | 151 |
|
|
2014
Q1 | $247K | Buy |
+2,244
| New | +$238K | 0.15% | 96 |
|
Other funds holding APD
VCM
VPM
Smith Salley Wealth Management's APD Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Air Products & Chemicals (APD) stake by 7.7% in Q1 2026, buying an estimated $133K and bringing the position to 6,707 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #125.
Smith Salley Wealth Management first reported a position in APD in Q1 2014 and has held it in 32 quarters since. The position peaked at $3.92M in Q4 2022. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.
- Smith Salley Wealth Management held 6,707 shares of Air Products & Chemicals worth $1.95M as of Q1 2026.
- Smith Salley Wealth Management bought 481 Air Products & Chemicals shares in Q1 2026, an estimated $133K.
- Air Products & Chemicals made up 0.1% of Smith Salley Wealth Management's portfolio in Q1 2026, its #125 holding.
- Smith Salley Wealth Management first reported a position in Air Products & Chemicals in Q1 2014 and has held it in 32 quarters since.
- Smith Salley Wealth Management's Air Products & Chemicals position peaked at $3.92M in Q4 2022.
- 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.