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WealthPLAN Partners’s Air Products & Chemicals APD Stock Holding History

WealthPLAN Partners’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
Q2 		$513K Sell
1,749
-4,104
-70% -$1.19M 0.1% 161
2026
Q1 		$1.7M Sell
5,853
-2,748
-32% -$758K 0.33% 84
2025
Q4 		$2.12M Sell
8,601
-837
-9% -$212K 0.32% 90
2025
Q3 		$2.57M Buy
9,438
+114
+1% +$33K 0.39% 82
2025
Q2 		$2.63M Sell
9,324
-3,843
-29% -$1.05M 0.42% 74
2025
Q1 		$3.88M Buy
13,167
+122
+0.9% +$37.6K 0.55% 59
2024
Q4 		$3.78M Sell
13,045
-885
-6% -$278K 0.54% 63
2024
Q3 		$4.15M Sell
13,930
-319
-2% -$87.2K 0.56% 62
2024
Q2 		$3.68M Sell
14,249
-1,176
-8% -$298K 0.39% 77
2024
Q1 		$3.74M Sell
15,425
-6,438
-29% -$1.58M 0.39% 81
2023
Q4 		$5.99M Sell
21,863
-1,182
-5% -$325K 0.62% 53
2023
Q3 		$6.53M Buy
23,045
+12,205
+113% +$3.58M 0.76% 41
2023
Q2 		$3.25M Sell
10,840
-14,471
-57% -$4.12M 0.46% 56
2023
Q1 		$7.27M Sell
25,311
-27,627
-52% -$8.06M 0.83% 38
2022
Q4 		$14.9M Buy
+52,938
New +$14.9M 1.04% 33
2022
Q1 		$10.2M Buy
43,497
+17,168
+65% +$4.41M 0.71% 53
2021
Q4 		$7.43M Buy
26,329
+4,467
+20% +$1.31M 0.49% 62
2021
Q3 		$6.47M Buy
+21,862
New +$6.05M 0.43% 68
2016
Q3 		$36.4K Sell
286
-285
-50% -$39.5K 0.01% 386
2016
Q2 		$37.5K Buy
+571
New +$76K ﹤0.01% 1057
2015
Q4 		$34K Buy
+843
New +$106K 0.01% 728
2015
Q2 		$71K Buy
560
+4
+0.7% +$546 0.03% 150
2015
Q1 		$78K Buy
+556
New +$76.9K 0.04% 197

Other funds holding APD

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's APD Position: Q2 2026 in Review

WealthPLAN Partners reduced its Air Products & Chemicals (APD) stake by 70% in Q2 2026, selling an estimated $1.19M and leaving 1,749 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #161.

WealthPLAN Partners first reported a position in APD in Q1 2015 and has held it in 23 quarters since. The position peaked at $14.9M in Q4 2022. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • WealthPLAN Partners held 1,749 shares of Air Products & Chemicals worth $513K as of Q2 2026.
  • WealthPLAN Partners sold 4,104 Air Products & Chemicals shares in Q2 2026, an estimated $1.19M.
  • Air Products & Chemicals made up 0.1% of WealthPLAN Partners's portfolio in Q2 2026, its #161 holding.
  • WealthPLAN Partners first reported a position in Air Products & Chemicals in Q1 2015 and has held it in 23 quarters since.
  • WealthPLAN Partners's Air Products & Chemicals position peaked at $14.9M in Q4 2022.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.