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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.88M Buy
13,360
+397
+3% +$109K 0.11% 182
2025
Q4
$3.2M Buy
+12,963
New +$3.29M 0.09% 207

Other funds holding APD

WCG Wealth Advisors's APD Position: Q1 2026 in Review

WCG Wealth Advisors increased its Air Products & Chemicals (APD) stake by 3.1% in Q1 2026, buying an estimated $109K and bringing the position to 13,360 shares worth $3.88M. The position accounts for 0.11% of the portfolio, ranked #182.

WCG Wealth Advisors first reported a position in APD in Q4 2025 and has held it in 2 quarters since. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • WCG Wealth Advisors held 13,360 shares of Air Products & Chemicals worth $3.88M as of Q1 2026.
  • WCG Wealth Advisors bought 397 Air Products & Chemicals shares in Q1 2026, an estimated $109K.
  • Air Products & Chemicals made up 0.11% of WCG Wealth Advisors's portfolio in Q1 2026, its #182 holding.
  • WCG Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 2 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.