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WealthPlan Investment Management’s Air Products & Chemicals APD Stock Holding History

WealthPlan Investment Management’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 		$2.46M Sell
8,461
-5,068
-37% -$1.4M 0.14% 138
2025
Q4 		$3.34M Sell
13,529
-17,938
-57% -$4.55M 0.21% 106
2025
Q3 		$8.58M Sell
31,467
-882
-3% -$255K 0.57% 67
2025
Q2 		$9.12M Buy
32,349
+3,627
+13% +$992K 0.66% 53
2025
Q1 		$8.47M Sell
28,722
-675
-2% -$208K 0.83% 42
2024
Q4 		$8.53M Sell
29,397
-720
-2% -$226K 0.84% 41
2024
Q3 		$8.97M Sell
30,117
-180
-0.6% -$49.2K 0.91% 41
2024
Q2 		$7.82M Sell
30,297
-331
-1% -$84K 1.18% 32
2024
Q1 		$7.42M Buy
30,628
+1,983
+7% +$486K 1.13% 34
2023
Q4 		$7.84M Sell
28,645
-105
-0.4% -$28.9K 1.26% 31
2023
Q3 		$8.15M Buy
28,750
+13,999
+95% +$4.11M 1.44% 25
2023
Q2 		$4.42M Sell
14,751
-14,722
-50% -$4.19M 1.32% 32
2023
Q1 		$8.46M Sell
29,473
-23,215
-44% -$6.78M 1.46% 27
2022
Q4 		$15.1M Buy
52,688
+594
+1% +$167K 1.06% 32
2022
Q3 		$16.4M Buy
+52,094
New +$12.9M 1.2% 26
2022
Q1 		$10.2M Buy
+43,497
New +$11.2M 0.71% 53

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

WealthPlan Investment Management's APD Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Air Products & Chemicals (APD) stake by 37% in Q1 2026, selling an estimated $1.4M and leaving 8,461 shares worth $2.46M. The position accounts for 0.14% of the portfolio, ranked #138.

WealthPlan Investment Management first reported a position in APD in Q1 2022 and has held it in 16 quarters since. The position peaked at $16.4M in Q3 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • WealthPlan Investment Management held 8,461 shares of Air Products & Chemicals worth $2.46M as of Q1 2026.
  • WealthPlan Investment Management sold 5,068 Air Products & Chemicals shares in Q1 2026, an estimated $1.4M.
  • Air Products & Chemicals made up 0.14% of WealthPlan Investment Management's portfolio in Q1 2026, its #138 holding.
  • WealthPlan Investment Management first reported a position in Air Products & Chemicals in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Air Products & Chemicals position peaked at $16.4M in Q3 2022.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.