TWPM
APD icon

Total Wealth Planning & Management’s Air Products & Chemicals APD Stock Holding History

Total Wealth Planning & Management’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 		$577K Buy
1,968
+53
+3% +$15.4K 0.39% 85
2026
Q1 		$556K Buy
1,915
+700
+58% +$193K 0.41% 81
2025
Q4 		$300K Buy
+1,215
New +$308K 0.22% 160
2025
Q2 		$401K Buy
1,421
+267
+23% +$73.1K 0.32% 111
2025
Q1 		$340K Sell
1,154
-113
-9% -$34.8K 0.32% 112
2024
Q4 		$367K Buy
+1,267
New +$398K 0.33% 98

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Total Wealth Planning & Management's APD Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Air Products & Chemicals (APD) stake by 2.8% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,968 shares worth $577K. The position accounts for 0.39% of the portfolio, ranked #85.

Total Wealth Planning & Management first reported a position in APD in Q4 2024 and has held it in 6 quarters since. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Total Wealth Planning & Management held 1,968 shares of Air Products & Chemicals worth $577K as of Q2 2026.
  • Total Wealth Planning & Management bought 53 Air Products & Chemicals shares in Q2 2026, an estimated $15.4K.
  • Air Products & Chemicals made up 0.39% of Total Wealth Planning & Management's portfolio in Q2 2026, its #85 holding.
  • Total Wealth Planning & Management first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 6 quarters since.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.