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

Wealth Preservation Advisors’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 		– Sell
-238
Closed -$58.8K – 1035
2025
Q4 		$58.8K Buy
238
+22
+10% +$5.58K 0.03% 186
2025
Q3 		$58.9K Hold
216
– – 0.03% 176
2025
Q2 		$60.9K Hold
216
– – 0.04% 175
2025
Q1 		$63.7K Buy
+216
New +$66.6K 0.05% 160

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 Preservation Advisors's APD Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 238 shares — an estimated $58.8K sold.

Wealth Preservation Advisors first reported a position in APD in Q1 2025 and held it in 4 quarters. The position peaked at $63.7K in Q1 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 238 Air Products & Chemicals shares in Q1 2026, an estimated $58.8K.
  • Wealth Preservation Advisors first reported a position in Air Products & Chemicals in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Air Products & Chemicals position peaked at $63.7K in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.