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

Valued 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 		$54.4K Buy
185
+5
+3% +$1.45K 0.02% 103
2026
Q1 		$52.4K Buy
180
+10
+6% +$2.76K 0.02% 98
2025
Q4 		$42.1K Buy
170
+1
+0.6% +$253 0.02% 100
2025
Q3 		$46.2K Sell
169
-6
-3% -$1.74K 0.02% 92
2025
Q2 		$49.4K Sell
175
-35
-17% -$9.58K 0.03% 85
2025
Q1 		$62K Buy
210
+11
+6% +$3.39K 0.04% 78
2024
Q4 		$57.7K Buy
199
+5
+3% +$1.57K 0.04% 77
2024
Q3 		$57.8K Buy
194
+11
+6% +$3.01K 0.04% 67
2024
Q2 		$47.2K Buy
183
+171
+1,425% +$43.4K 0.03% 74
2024
Q1 		$2.94K Buy
12
+7
+140% +$1.72K ﹤0.01% 310
2023
Q4 		$1.43K Buy
+5
New +$1.38K ﹤0.01% 343

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

Valued Wealth Advisors's APD Position: Q2 2026 in Review

Valued Wealth Advisors increased its Air Products & Chemicals (APD) stake by 2.8% in Q2 2026, buying an estimated $1.45K and bringing the position to 185 shares worth $54.4K. The position accounts for 0.02% of the portfolio, ranked #103.

Valued Wealth Advisors first reported a position in APD in Q4 2023 and has held it in 11 quarters since. The position peaked at $62K in Q1 2025. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Valued Wealth Advisors held 185 shares of Air Products & Chemicals worth $54.4K as of Q2 2026.
  • Valued Wealth Advisors bought 5 Air Products & Chemicals shares in Q2 2026, an estimated $1.45K.
  • Air Products & Chemicals made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Valued Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Air Products & Chemicals position peaked at $62K in Q1 2025.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.