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 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 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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Widmann Financial Services's APD Position: Q1 2026 in Review

Widmann Financial Services increased its Air Products & Chemicals (APD) stake by 5.5% in Q1 2026, buying an estimated $46.9K and bringing the position to 3,285 shares worth $954K. The position accounts for 0.57% of the portfolio, ranked #52.

Widmann Financial Services first reported a position in APD in Q4 2021 and has held it in 16 quarters since. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Widmann Financial Services held 3,285 shares of Air Products & Chemicals worth $954K as of Q1 2026.
Widmann Financial Services bought 170 Air Products & Chemicals shares in Q1 2026, an estimated $46.9K.
Air Products & Chemicals made up 0.57% of Widmann Financial Services's portfolio in Q1 2026, its #52 holding.
Widmann Financial Services first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 16 quarters since.
1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.