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Twin Peaks Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-133
Closed -$38.7K – 343
2026
Q1 		$38.7K Buy
+133
New +$36.7K 0.01% 494
2025
Q3 		– Sell
-97
Closed -$28.1K – 275
2025
Q2 		$28.1K Buy
+97
New +$26.5K 0.01% 492

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

Twin Peaks Wealth Advisors's APD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 133 shares — an estimated $38.7K sold.

Twin Peaks Wealth Advisors first reported a position in APD in Q2 2025 and held it in 2 quarters. The position peaked at $38.7K in Q1 2026. 1,776 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 133 Air Products & Chemicals shares in Q2 2026, an estimated $38.7K.
  • Twin Peaks Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Air Products & Chemicals position peaked at $38.7K in Q1 2026.
  • 1,776 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.