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Wambolt & Associates’s Air Products & Chemicals APD Stock Holding History

Wambolt & Associates’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
2025
Q2 		$275K Sell
964
-19
-2% -$5.2K 0.09% 152
2025
Q1 		$288K Sell
983
-53
-5% -$16.3K 0.1% 151
2024
Q4 		$300K Sell
1,036
-143
-12% -$44.9K 0.1% 154
2024
Q3 		$344K Sell
1,179
-190
-14% -$52K 0.09% 150
2024
Q2 		$339K Sell
1,369
-62
-4% -$15.7K 0.1% 157
2024
Q1 		$348K Sell
1,431
-938
-40% -$230K 0.1% 172
2023
Q4 		$649K Sell
2,369
-296
-11% -$81.4K 0.21% 138
2023
Q3 		$744K Sell
2,665
-327
-11% -$95.9K 0.27% 127
2023
Q2 		$896K Buy
2,992
+5
+0.2% +$1.42K 0.32% 110
2023
Q1 		$863K Sell
2,987
-32
-1% -$9.34K 0.31% 116
2022
Q4 		$931K Sell
3,019
-164
-5% -$46.2K 0.36% 104
2022
Q3 		$741K Hold
3,183
– – 0.31% 112
2022
Q2 		$765K Sell
3,183
-112
-3% -$27.2K 0.31% 117
2022
Q1 		$820K Sell
3,295
-29
-0.9% -$7.45K 0.3% 119
2021
Q4 		$1.01M Sell
3,324
-51
-2% -$15K 0.37% 97
2021
Q3 		$869K Sell
3,375
-108
-3% -$29.9K 0.35% 106
2021
Q2 		$1.01M Sell
3,483
-17
-0.5% -$4.99K 0.43% 85
2021
Q1 		$997K Sell
3,500
-8
-0.2% -$2.17K 0.52% 73
2020
Q4 		$958K Sell
3,508
-39
-1% -$11K 0.57% 62
2020
Q3 		$1.06M Buy
3,547
+17
+0.5% +$4.89K 0.79% 38
2020
Q2 		$852K Sell
3,530
-45
-1% -$10.3K 0.67% 49
2020
Q1 		$714K Sell
3,575
-67
-2% -$15.3K 0.74% 41
2019
Q4 		$856K Buy
3,642
+268
+8% +$60.5K 0.65% 48
2019
Q3 		$749K Sell
3,374
-22
-0.6% -$4.95K 0.62% 53
2019
Q2 		$769K Buy
3,396
+311
+10% +$64.4K 0.65% 48
2019
Q1 		$593K Buy
3,085
+61
+2% +$10.5K 0.54% 58
2018
Q4 		$484K Buy
+3,024
New +$479K 0.53% 57

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wambolt & Associates's APD Position: Q2 2025 in Review

Wambolt & Associates reduced its Air Products & Chemicals (APD) stake by 1.9% in Q2 2025, selling an estimated $5.2K and leaving 964 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #152.

Wambolt & Associates first reported a position in APD in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.06M in Q3 2020. 1,747 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Wambolt & Associates held 964 shares of Air Products & Chemicals worth $275K as of Q2 2025.
  • Wambolt & Associates sold 19 Air Products & Chemicals shares in Q2 2025, an estimated $5.2K.
  • Air Products & Chemicals made up 0.09% of Wambolt & Associates's portfolio in Q2 2025, its #152 holding.
  • Wambolt & Associates first reported a position in Air Products & Chemicals in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Air Products & Chemicals position peaked at $1.06M in Q3 2020.
  • 1,747 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.