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WBH Advisory’s Air Products & Chemicals APD Stock Holding History

WBH Advisory’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 		$446K Hold
1,541
– – 0.03% 249
2025
Q4 		$381K Hold
1,541
– – 0.03% 264
2025
Q3 		$420K Sell
1,541
-307
-17% -$88.9K 0.03% 251
2025
Q2 		$521K Sell
1,848
-25
-1% -$6.84K 0.04% 221
2025
Q1 		$552K Hold
1,873
– – 0.05% 197
2024
Q4 		$543K Sell
1,873
-33
-2% -$10.4K 0.05% 204
2024
Q3 		$567K Sell
1,906
-49
-3% -$13.4K 0.05% 202
2024
Q2 		$505K Sell
1,955
-117
-6% -$29.7K 0.05% 208
2024
Q1 		$502K Buy
2,072
+142
+7% +$34.8K 0.05% 213
2023
Q4 		$528K Buy
1,930
+1
+0.1% +$275 0.06% 205
2023
Q3 		$547K Sell
1,929
-107
-5% -$31.4K 0.07% 196
2023
Q2 		$610K Sell
2,036
-133
-6% -$37.9K 0.07% 183
2023
Q1 		$623K Buy
+2,169
New +$633K 0.08% 189
2022
Q3 		$482K Buy
2,069
+125
+6% +$30.9K 0.07% 195
2022
Q2 		$455K Sell
1,944
-74
-4% -$18K 0.06% 207
2022
Q1 		$485K Buy
2,018
+150
+8% +$38.5K 0.06% 212
2021
Q4 		$568K Sell
1,868
-48
-3% -$14.1K 0.06% 210
2021
Q3 		$491K Hold
1,916
– – 0.07% 203
2021
Q2 		$554K Sell
1,916
-44
-2% -$12.9K 0.08% 169
2021
Q1 		$552K Hold
1,960
– – 0.09% 169
2020
Q4 		$562K Buy
1,960
+121
+7% +$34.1K 0.1% 160
2020
Q3 		$548K Buy
+1,839
New +$529K 0.11% 150
2020
Q1 		– Sell
-1,500
Closed -$352K – 217
2019
Q4 		$352K Hold
1,500
– – 0.07% 185
2019
Q3 		$332K Hold
1,500
– – 0.07% 182
2019
Q2 		$339K Hold
1,500
– – 0.08% 181
2019
Q1 		$286K Hold
1,500
– – 0.07% 199
2018
Q4 		$240 Hold
1,500
– – 0.06% 206
2018
Q3 		$250K Buy
+1,500
New +$244K 0.06% 223
2016
Q2 		– Sell
-1,513
Closed -$201K – 201
2016
Q1 		$201K Buy
+1,513
New +$183K 0.07% 191

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

WBH Advisory's APD Position: Q1 2026 in Review

WBH Advisory held its Air Products & Chemicals (APD) position steady in Q1 2026 at 1,541 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #249.

WBH Advisory first reported a position in APD in Q1 2016 and has held it in 29 quarters since. The position peaked at $623K in Q1 2023. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • WBH Advisory held 1,541 shares of Air Products & Chemicals worth $446K as of Q1 2026.
  • WBH Advisory left its Air Products & Chemicals share count unchanged in Q1 2026.
  • Air Products & Chemicals made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #249 holding.
  • WBH Advisory first reported a position in Air Products & Chemicals in Q1 2016 and has held it in 29 quarters since.
  • WBH Advisory's Air Products & Chemicals position peaked at $623K in Q1 2023.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.