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Summit Wealth Group (Colorado)’s Air Products & Chemicals APD Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-1,621
Closed -$203K – 280
2025
Q3 		$203K Buy
+1,621
New +$469K 0.03% 260

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Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Summit Wealth Group (Colorado)'s APD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 1,621 shares — an estimated $203K sold.

Summit Wealth Group (Colorado) first reported a position in APD in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,621 Air Products & Chemicals shares in Q4 2025, an estimated $203K.
  • Summit Wealth Group (Colorado) first reported a position in Air Products & Chemicals in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Air Products & Chemicals position peaked at $203K in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.