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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Total Wealth Planning & Management's APD Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Air Products & Chemicals (APD) stake by 58% in Q1 2026, buying an estimated $193K and bringing the position to 1,915 shares worth $556K. The position accounts for 0.41% of the portfolio, ranked #81.

Total Wealth Planning & Management first reported a position in APD in Q4 2024 and has held it in 5 quarters since. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Total Wealth Planning & Management held 1,915 shares of Air Products & Chemicals worth $556K as of Q1 2026.
  • Total Wealth Planning & Management bought 700 Air Products & Chemicals shares in Q1 2026, an estimated $193K.
  • Air Products & Chemicals made up 0.41% of Total Wealth Planning & Management's portfolio in Q1 2026, its #81 holding.
  • Total Wealth Planning & Management first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 5 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.