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Wealth Alliance’s Air Products & Chemicals APD Stock Holding History

Wealth Alliance’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 		$437K Sell
1,504
-90
-6% -$24.8K 0.04% 322
2025
Q4 		$394K Sell
1,594
-613
-28% -$155K 0.04% 369
2025
Q3 		$602K Sell
2,207
-671
-23% -$194K 0.06% 267
2025
Q2 		$812K Sell
2,878
-64
-2% -$17.5K 0.09% 202
2025
Q1 		$868K Buy
2,942
+257
+10% +$79.3K 0.11% 178
2024
Q4 		$779K Sell
2,685
-124
-4% -$38.9K 0.09% 196
2024
Q3 		$836K Buy
2,809
+43
+2% +$11.8K 0.1% 188
2024
Q2 		$714K Sell
2,766
-1,107
-29% -$281K 0.09% 195
2024
Q1 		$938K Buy
3,873
+128
+3% +$31.4K 0.12% 169
2023
Q4 		$1.03M Buy
3,745
+4
+0.1% +$1.1K 0.14% 139
2023
Q3 		$1.06M Buy
3,741
+45
+1% +$13.2K 0.17% 124
2023
Q2 		$1.11M Buy
3,696
+184
+5% +$52.4K 0.17% 130
2023
Q1 		$1.01M Sell
3,512
-35
-1% -$10.2K 0.16% 134
2022
Q4 		$1.09M Buy
3,547
+357
+11% +$101K 0.19% 123
2022
Q3 		$742K Buy
3,190
+136
+4% +$33.7K 0.15% 150
2022
Q2 		$734K Buy
3,054
+344
+13% +$83.7K 0.14% 159
2022
Q1 		$677K Buy
2,710
+128
+5% +$32.9K 0.14% 160
2021
Q4 		$786K Buy
2,582
+368
+17% +$108K 0.16% 149
2021
Q3 		$567K Sell
2,214
-39
-2% -$10.8K 0.13% 179
2021
Q2 		$648K Buy
2,253
+400
+22% +$117K 0.15% 154
2021
Q1 		$521K Sell
1,853
-6
-0.3% -$1.63K 0.15% 165
2020
Q4 		$508K Buy
1,859
+27
+1% +$7.6K 0.15% 169
2020
Q3 		$546K Sell
1,832
-51
-3% -$14.7K 0.2% 132
2020
Q2 		$455K Buy
1,883
+593
+46% +$135K 0.18% 139
2020
Q1 		$258K Buy
+1,290
New +$294K 0.14% 184

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

Wealth Alliance's APD Position: Q1 2026 in Review

Wealth Alliance reduced its Air Products & Chemicals (APD) stake by 5.6% in Q1 2026, selling an estimated $24.8K and leaving 1,504 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #322.

Wealth Alliance first reported a position in APD in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.11M in Q2 2023. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Wealth Alliance held 1,504 shares of Air Products & Chemicals worth $437K as of Q1 2026.
  • Wealth Alliance sold 90 Air Products & Chemicals shares in Q1 2026, an estimated $24.8K.
  • Air Products & Chemicals made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #322 holding.
  • Wealth Alliance first reported a position in Air Products & Chemicals in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Air Products & Chemicals position peaked at $1.11M in Q2 2023.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.