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Sound View Wealth Advisors Group’s Air Products & Chemicals APD Stock Holding History

Sound View Wealth Advisors Group’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 		$782K Sell
2,692
-464
-15% -$128K 0.05% 219
2025
Q4 		$780K Buy
3,156
+75
+2% +$19K 0.05% 221
2025
Q3 		$840K Sell
3,081
-466
-13% -$135K 0.06% 212
2025
Q2 		$1M Sell
3,547
-99
-3% -$27.1K 0.07% 186
2025
Q1 		$1.08M Buy
3,646
+126
+4% +$38.9K 0.09% 166
2024
Q4 		$1.02M Sell
3,520
-39
-1% -$12.2K 0.08% 173
2024
Q3 		$1.06M Buy
3,559
+302
+9% +$82.6K 0.09% 173
2024
Q2 		$841K Buy
3,257
+203
+7% +$51.5K 0.09% 174
2024
Q1 		$740K Sell
3,054
-74
-2% -$18.1K 0.08% 194
2023
Q4 		$856K Sell
3,128
-261
-8% -$71.8K 0.09% 177
2023
Q3 		$960K Buy
3,389
+94
+3% +$27.6K 0.12% 148
2023
Q2 		$987K Sell
3,295
-10
-0.3% -$2.85K 0.13% 149
2023
Q1 		$949K Buy
3,305
+177
+6% +$51.7K 0.13% 153
2022
Q4 		$856K Buy
3,128
+660
+27% +$186K 0.09% 177
2022
Q3 		$574K Buy
2,468
+5
+0.2% +$1.24K 0.13% 149
2022
Q2 		$592K Sell
2,463
-58
-2% -$14.1K 0.12% 151
2022
Q1 		$630K Sell
2,521
-689
-21% -$177K 0.12% 152
2021
Q4 		$977K Sell
3,210
-679
-17% -$199K 0.18% 121
2021
Q3 		$996K Buy
3,889
+163
+4% +$45.1K 0.21% 113
2021
Q2 		$1.07M Sell
3,726
-572
-13% -$168K 0.23% 108
2021
Q1 		$1.21M Buy
4,298
+437
+11% +$119K 0.28% 90
2020
Q4 		$1.05M Buy
3,861
+340
+10% +$95.8K 0.26% 94
2020
Q3 		$1.05M Sell
3,521
-290
-8% -$83.4K 0.28% 92
2020
Q2 		$920K Buy
3,811
+309
+9% +$70.5K 0.26% 97
2020
Q1 		$699K Buy
3,502
+416
+13% +$94.8K 0.24% 101
2019
Q4 		$725K Sell
3,086
-93
-3% -$21K 0.2% 112
2019
Q3 		$705K Buy
3,179
+33
+1% +$7.42K 0.21% 113
2019
Q2 		$712K Buy
+3,146
New +$651K 0.21% 116

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

Sound View Wealth Advisors Group's APD Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Air Products & Chemicals (APD) stake by 15% in Q1 2026, selling an estimated $128K and leaving 2,692 shares worth $782K. The position accounts for 0.05% of the portfolio, ranked #219.

Sound View Wealth Advisors Group first reported a position in APD in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.21M in Q1 2021. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,692 shares of Air Products & Chemicals worth $782K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 464 Air Products & Chemicals shares in Q1 2026, an estimated $128K.
  • Air Products & Chemicals made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #219 holding.
  • Sound View Wealth Advisors Group first reported a position in Air Products & Chemicals in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Air Products & Chemicals position peaked at $1.21M in Q1 2021.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.