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

SOA 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 		$150K Buy
517
+244
+89% +$67.3K 0.03% 231
2025
Q4 		$67.4K Sell
273
-21
-7% -$5.32K 0.01% 322
2025
Q3 		$80.2K Buy
294
+21
+8% +$6.08K 0.01% 310
2025
Q2 		$77K Hold
273
– – 0.01% 302
2025
Q1 		$80.5K Sell
273
-24
-8% -$7.4K 0.02% 281
2024
Q4 		$86.1K Hold
297
– – 0.02% 266
2024
Q3 		$88.4K Buy
297
+1
+0.3% +$273 0.02% 258
2024
Q2 		$76.4K Hold
296
– – 0.02% 268
2024
Q1 		$71.7K Hold
296
– – 0.01% 269
2023
Q4 		$81K Sell
296
-75
-20% -$20.6K 0.02% 254
2023
Q3 		$105K Buy
371
+1
+0.3% +$293 0.03% 220
2023
Q2 		$111K Hold
370
– – 0.03% 226
2023
Q1 		$106K Buy
370
+1
+0.3% +$292 0.03% 221
2022
Q4 		$114K Buy
369
+1
+0.3% +$282 0.03% 209
2022
Q3 		$85K Buy
368
+1
+0.3% +$248 0.03% 215
2022
Q2 		$88K Sell
367
-5
-1% -$1.22K 0.03% 211
2022
Q1 		$93K Buy
372
+1
+0.3% +$257 0.02% 235
2021
Q4 		$112K Hold
371
– – 0.03% 203
2021
Q3 		$95K Buy
371
+1
+0.3% +$277 0.02% 224
2021
Q2 		$106K Sell
370
-1
-0.3% -$294 0.03% 205
2021
Q1 		$104K Hold
371
– – 0.03% 189
2020
Q4 		$94K Buy
+371
New +$104K 0.03% 195

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

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

SOA Wealth Advisors increased its Air Products & Chemicals (APD) stake by 89% in Q1 2026, buying an estimated $67.3K and bringing the position to 517 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #231.

SOA Wealth Advisors first reported a position in APD in Q4 2020 and has held it in 22 quarters since. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • SOA Wealth Advisors held 517 shares of Air Products & Chemicals worth $150K as of Q1 2026.
  • SOA Wealth Advisors bought 244 Air Products & Chemicals shares in Q1 2026, an estimated $67.3K.
  • Air Products & Chemicals made up 0.03% of SOA Wealth Advisors's portfolio in Q1 2026, its #231 holding.
  • SOA Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 22 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.