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

Summit 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 Q2	$419K	Sell	1,430 -25	-2%	-$7.27K	0.06%	192
2026 Q1	$423K	Buy	1,455 +75	+5%	+$20.7K	0.07%	180
2025 Q4	$341K	Hold	1,380	–	–	0.06%	156
2025 Q3	$376K	Hold	1,380	–	–	0.07%	158
2025 Q2	$389K	Hold	1,380	–	–	0.07%	153
2025 Q1	$407K	Hold	1,380	–	–	0.08%	144
2024 Q4	$400K	Hold	1,380	–	–	0.08%	141
2024 Q3	$411K	Sell	1,380 -195	-12%	-$53.3K	0.08%	157
2024 Q2	$406K	Hold	1,575	–	–	0.08%	151
2024 Q1	$382K	Hold	1,575	–	–	0.08%	146
2023 Q4	$431K	Hold	1,575	–	–	0.1%	131
2023 Q3	$446K	Hold	1,575	–	–	0.11%	118
2023 Q2	$472K	Sell	1,575 -44	-3%	-$12.5K	0.12%	109
2023 Q1	$465K	Hold	1,619	–	–	0.12%	110
2022 Q4	$499K	Hold	1,619	–	–	0.13%	108
2022 Q3	$377K	Buy	1,619 +44	+3%	+$10.9K	0.11%	111
2022 Q2	$379K	Buy	1,575 +75	+5%	+$18.2K	0.1%	106
2022 Q1	$375K	Hold	1,500	–	–	0.08%	114
2021 Q4	$456K	Hold	1,500	–	–	0.1%	101
2021 Q3	$384K	Hold	1,500	–	–	0.09%	104
2021 Q2	$432K	Hold	1,500	–	–	0.1%	100
2021 Q1	$422K	Hold	1,500	–	–	0.11%	98
2020 Q4	$410K	Hold	1,500	–	–	0.11%	97
2020 Q3	$447K	Hold	1,500	–	–	0.13%	93
2020 Q2	$362K	Hold	1,500	–	–	0.12%	101
2020 Q1	$299K	Hold	1,500	–	–	0.12%	86
2019 Q4	$352K	Buy	+1,500	New	+$339K	0.12%	82

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth Partners's APD Position: Q2 2026 in Review

Summit Wealth Partners reduced its Air Products & Chemicals (APD) stake by 1.7% in Q2 2026, selling an estimated $7.27K and leaving 1,430 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #192.

Summit Wealth Partners first reported a position in APD in Q4 2019 and has held it in 27 quarters since. The position peaked at $499K in Q4 2022. 1,768 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Summit Wealth Partners held 1,430 shares of Air Products & Chemicals worth $419K as of Q2 2026.
Summit Wealth Partners sold 25 Air Products & Chemicals shares in Q2 2026, an estimated $7.27K.
Air Products & Chemicals made up 0.06% of Summit Wealth Partners's portfolio in Q2 2026, its #192 holding.
Summit Wealth Partners first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 27 quarters since.
Summit Wealth Partners's Air Products & Chemicals position peaked at $499K in Q4 2022.
1,768 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.