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Spectrum Wealth Counsel’s Air Products & Chemicals APD Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$1.77K Hold
6
– – ﹤0.01% 291
2024
Q4 		$1.74K Hold
6
– – ﹤0.01% 296
2024
Q3 		$1.79K Buy
+6
New +$1.64K ﹤0.01% 327

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spectrum Wealth Counsel's APD Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Air Products & Chemicals (APD) position steady in Q1 2025 at 6 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Spectrum Wealth Counsel first reported a position in APD in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.79K in Q3 2024. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Spectrum Wealth Counsel held 6 shares of Air Products & Chemicals worth $1.77K as of Q1 2025.
  • Spectrum Wealth Counsel left its Air Products & Chemicals share count unchanged in Q1 2025.
  • Air Products & Chemicals made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #291 holding.
  • Spectrum Wealth Counsel first reported a position in Air Products & Chemicals in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Air Products & Chemicals position peaked at $1.79K in Q3 2024.
  • 1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.