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

WMS 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
2025
Q1 		– Sell
-743
Closed -$216K – 17
2024
Q4 		$216K Sell
743
-7
-0.9% -$2.2K 0.01% 276
2024
Q3 		$223K Sell
750
-133
-15% -$36.4K 0.01% 264
2024
Q2 		$228K Buy
+883
New +$224K 0.01% 240
2024
Q1 		– Sell
-805
Closed -$220K – 269
2023
Q4 		$220K Buy
805
+13
+2% +$3.57K 0.02% 237
2023
Q3 		$224K Sell
792
-46
-5% -$13.5K 0.02% 239
2023
Q2 		$251K Sell
838
-4
-0.5% -$1.14K 0.02% 245
2023
Q1 		$242K Sell
842
-23
-3% -$6.71K 0.02% 238
2022
Q4 		$267K Hold
865
– – 0.03% 217
2022
Q3 		$201K Sell
865
-16
-2% -$3.96K 0.03% 232
2022
Q2 		$212K Buy
+881
New +$214K 0.03% 224

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WMS Partners's APD Position: Q1 2025 in Review

WMS Partners sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 743 shares — an estimated $216K sold.

WMS Partners first reported a position in APD in Q2 2022 and held it in 10 quarters. The position peaked at $267K in Q4 2022. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • WMS Partners reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 743 Air Products & Chemicals shares in Q1 2025, an estimated $216K.
  • WMS Partners first reported a position in Air Products & Chemicals in Q2 2022 and held it in 10 quarters.
  • WMS Partners's Air Products & Chemicals position peaked at $267K in Q4 2022.
  • 1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.