WFS
APD icon

Widmann Financial Services’s Air Products & Chemicals APD Stock Holding History

Widmann Financial Services’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 		$887K Sell
3,026
-259
-8% -$75.3K 0.48% 60
2026
Q1 		$954K Buy
3,285
+170
+5% +$46.9K 0.57% 52
2025
Q4 		$769K Buy
3,115
+80
+3% +$20.3K 0.47% 61
2025
Q3 		$828K Hold
3,035
– – 0.52% 55
2025
Q2 		$856K Buy
3,035
+79
+3% +$21.6K 0.6% 49
2025
Q1 		$872K Buy
2,956
+21
+0.7% +$6.48K 0.68% 45
2024
Q4 		$851K Buy
2,935
+220
+8% +$69.1K 0.66% 46
2024
Q3 		$808K Buy
2,715
+295
+12% +$80.7K 0.61% 48
2024
Q2 		$624K Buy
2,420
+293
+14% +$74.3K 0.51% 51
2024
Q1 		$515K Buy
2,127
+937
+79% +$230K 0.43% 51
2023
Q4 		$326K Buy
1,190
+397
+50% +$109K 0.29% 67
2023
Q3 		$225K Hold
793
– – 0.22% 74
2023
Q2 		$238K Hold
793
– – 0.23% 72
2023
Q1 		$228K Hold
793
– – 0.23% 71
2022
Q4 		$244K Buy
+793
New +$223K 0.26% 69
2022
Q2 		– Sell
-893
Closed -$223K – 83
2022
Q1 		$223K Sell
893
-88
-9% -$22.6K 0.2% 79
2021
Q4 		$298K Buy
+981
New +$288K 0.25% 64

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Widmann Financial Services's APD Position: Q2 2026 in Review

Widmann Financial Services reduced its Air Products & Chemicals (APD) stake by 7.9% in Q2 2026, selling an estimated $75.3K and leaving 3,026 shares worth $887K. The position accounts for 0.48% of the portfolio, ranked #60.

Widmann Financial Services first reported a position in APD in Q4 2021 and has held it in 17 quarters since. The position peaked at $954K in Q1 2026. 1,773 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Widmann Financial Services held 3,026 shares of Air Products & Chemicals worth $887K as of Q2 2026.
  • Widmann Financial Services sold 259 Air Products & Chemicals shares in Q2 2026, an estimated $75.3K.
  • Air Products & Chemicals made up 0.48% of Widmann Financial Services's portfolio in Q2 2026, its #60 holding.
  • Widmann Financial Services first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 17 quarters since.
  • Widmann Financial Services's Air Products & Chemicals position peaked at $954K in Q1 2026.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.