Walter & Keenan Wealth Management’s Air Products & Chemicals APD Stock Holding History

Walter & Keenan Wealth 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	$405K	Sell	1,394 -2	-0.1%	-$551	0.11%	116
2025 Q4	$345K	Sell	1,396 -7	-0.5%	-$1.77K	0.09%	129
2025 Q3	$383K	Buy	1,403 +10	+0.7%	+$2.9K	0.11%	121
2025 Q2	$393K	Buy	1,393 +23	+2%	+$6.29K	0.11%	117
2025 Q1	$404K	Buy	1,370 +33	+2%	+$10.2K	0.12%	117
2024 Q4	$388K	Buy	1,337 +5	+0.4%	+$1.57K	0.12%	117
2024 Q3	$397K	Sell	1,332 -32	-2%	-$8.75K	0.12%	117
2024 Q2	$352K	Hold	1,364	–	–	0.11%	115
2024 Q1	$330K	Hold	1,364	–	–	0.11%	116
2023 Q4	$373K	Hold	1,364	–	–	0.13%	113
2023 Q3	$387K	Sell	1,364 -33	-2%	-$9.68K	0.15%	108
2023 Q2	$418K	Hold	1,397	–	–	0.15%	107
2023 Q1	$401K	Buy	1,397 +57	+4%	+$16.6K	0.15%	108
2022 Q4	$413K	Hold	1,340	–	–	0.16%	103
2022 Q3	$312K	Buy	1,340 +7	+0.5%	+$1.73K	0.13%	112
2022 Q2	$321K	Hold	1,333	–	–	0.13%	115
2022 Q1	$333K	Hold	1,333	–	–	0.11%	119
2021 Q4	$406K	Hold	1,333	–	–	0.13%	107
2021 Q3	$341K	Hold	1,333	–	–	0.12%	114
2021 Q2	$383K	Hold	1,333	–	–	0.13%	103
2021 Q1	$375K	Sell	1,333 -199	-13%	-$54.1K	0.13%	106
2020 Q4	$419K	Hold	1,532	–	–	0.15%	98
2020 Q3	$456K	Buy	1,532 +17	+1%	+$4.89K	0.18%	94
2020 Q2	$366K	Buy	+1,515	New	+$346K	0.15%	99
2020 Q1	–	Sell	-1,515	Closed	-$356K	–	115
2019 Q4	$356K	Sell	1,515 -2,299	-60%	-$519K	0.14%	112
2019 Q3	$846K	Buy	3,814 +1,499	+65%	+$337K	0.32%	75
2019 Q2	$524K	Sell	2,315 -149	-6%	-$30.8K	0.23%	85
2019 Q1	$471K	Sell	2,464 -544	-18%	-$93.6K	0.21%	90
2018 Q4	$481K	Hold	3,008	–	–	0.22%	84
2018 Q3	$502	Hold	3,008	–	–	0.15%	94
2018 Q2	$468K	Hold	3,008	–	–	0.2%	95
2018 Q1	$478K	Hold	3,008	–	–	0.21%	96
2017 Q4	$494K	Buy	+3,008	New	+$479K	0.21%	91

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walter & Keenan Wealth Management's APD Position: Q1 2026 in Review

Walter & Keenan Wealth Management reduced its Air Products & Chemicals (APD) stake by 0.14% in Q1 2026, selling an estimated $551 and leaving 1,394 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #116.

Walter & Keenan Wealth Management first reported a position in APD in Q4 2017 and has held it in 33 quarters since. The position peaked at $846K in Q3 2019. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Walter & Keenan Wealth Management held 1,394 shares of Air Products & Chemicals worth $405K as of Q1 2026.
Walter & Keenan Wealth Management sold 2 Air Products & Chemicals shares in Q1 2026, an estimated $551.
Air Products & Chemicals made up 0.11% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #116 holding.
Walter & Keenan Wealth Management first reported a position in Air Products & Chemicals in Q4 2017 and has held it in 33 quarters since.
Walter & Keenan Wealth Management's Air Products & Chemicals position peaked at $846K in Q3 2019.
1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.