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Williams Jones Wealth Management’s Air Products & Chemicals APD Stock Holding History

Williams Jones Wealth 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
Q2 		$4.19M Sell
14,290
-173
-1% -$50.3K 0.05% 149
2026
Q1 		$4.2M Sell
14,463
-169
-1% -$46.6K 0.05% 144
2025
Q4 		$3.61M Sell
14,632
-2,297
-14% -$582K 0.04% 150
2025
Q3 		$4.62M Sell
16,929
-316
-2% -$91.5K 0.05% 137
2025
Q2 		$4.86M Buy
17,245
+55
+0.3% +$15K 0.06% 133
2025
Q1 		$5.07M Sell
17,190
-365
-2% -$113K 0.06% 133
2024
Q4 		$5.09M Sell
17,555
-233
-1% -$73.2K 0.06% 134
2024
Q3 		$5.3M Buy
17,788
+40
+0.2% +$10.9K 0.06% 135
2024
Q2 		$4.58M Sell
17,748
-437
-2% -$111K 0.06% 137
2024
Q1 		$4.41M Sell
18,185
-15,902
-47% -$3.9M 0.06% 134
2023
Q4 		$9.33M Sell
34,087
-2,272
-6% -$625K 0.13% 105
2023
Q3 		$10.3M Sell
36,359
-882
-2% -$259K 0.16% 97
2023
Q2 		$11.2M Sell
37,241
-896
-2% -$255K 0.17% 96
2023
Q1 		$11M Sell
38,137
-443
-1% -$129K 0.17% 96
2022
Q4 		$11.9M Sell
38,580
-949
-2% -$267K 0.2% 91
2022
Q3 		$9.2M Sell
39,529
-264
-0.7% -$65.4K 0.16% 99
2022
Q2 		$9.57M Sell
39,793
-2,339
-6% -$569K 0.15% 103
2022
Q1 		$10.5M Buy
42,132
+1,524
+4% +$392K 0.15% 100
2021
Q4 		$12.4M Buy
40,608
+12,783
+46% +$3.75M 0.15% 91
2021
Q3 		$7.13M Sell
27,825
-3,369
-11% -$932K 0.1% 119
2021
Q2 		$8.97M Sell
31,194
-2,582
-8% -$758K 0.13% 106
2021
Q1 		$9.5M Buy
33,776
+591
+2% +$161K 0.15% 94
2020
Q4 		$9.07M Sell
33,185
-48,069
-59% -$13.5M 0.15% 89
2020
Q3 		$24.2M Buy
81,254
+53,606
+194% +$15.4M 0.45% 51
2020
Q2 		$6.68M Sell
27,648
-477
-2% -$109K 0.14% 93
2020
Q1 		$5.61M Sell
28,125
-55,625
-66% -$12.7M 0.15% 90
2019
Q4 		$19.7M Buy
83,750
+2,530
+3% +$571K 0.38% 61
2019
Q3 		$18M Buy
+81,220
New +$18.3M 0.37% 61

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

Williams Jones Wealth Management's APD Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Air Products & Chemicals (APD) stake by 1.2% in Q2 2026, selling an estimated $50.3K and leaving 14,290 shares worth $4.19M. The position accounts for 0.05% of the portfolio, ranked #149.

Williams Jones Wealth Management first reported a position in APD in Q3 2019 and has held it in 28 quarters since. The position peaked at $24.2M in Q3 2020. 1,777 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Williams Jones Wealth Management held 14,290 shares of Air Products & Chemicals worth $4.19M as of Q2 2026.
  • Williams Jones Wealth Management sold 173 Air Products & Chemicals shares in Q2 2026, an estimated $50.3K.
  • Air Products & Chemicals made up 0.05% of Williams Jones Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Williams Jones Wealth Management first reported a position in Air Products & Chemicals in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Air Products & Chemicals position peaked at $24.2M in Q3 2020.
  • 1,777 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.