Strategic Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Strategic Wealth Partners’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	$68K	Sell	234 -104	-31%	-$28.7K	﹤0.01%	459
2025 Q4	$83.5K	Buy	338 +22	+7%	+$5.58K	0.01%	433
2025 Q3	$86.2K	Sell	316 -127	-29%	-$36.8K	0.01%	461
2025 Q2	$125K	Buy	+443	New	+$121K	0.01%	367
2023 Q4	–	Sell	-1,603	Closed	-$454K	–	278
2023 Q3	$454K	Sell	1,603 -69	-4%	-$20.2K	0.06%	208
2023 Q2	$501K	Sell	1,672 -16	-0.9%	-$4.56K	0.06%	204
2023 Q1	$485K	Buy	+1,688	New	+$493K	0.07%	176

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Partners's APD Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Air Products & Chemicals (APD) stake by 31% in Q1 2026, selling an estimated $28.7K and leaving 234 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Strategic Wealth Partners first reported a position in APD in Q1 2023 and has held it in 7 quarters since. The position peaked at $501K in Q2 2023. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Strategic Wealth Partners held 234 shares of Air Products & Chemicals worth $68K as of Q1 2026.
Strategic Wealth Partners sold 104 Air Products & Chemicals shares in Q1 2026, an estimated $28.7K.
Air Products & Chemicals made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #459 holding.
Strategic Wealth Partners first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 7 quarters since.
Strategic Wealth Partners's Air Products & Chemicals position peaked at $501K in Q2 2023.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.