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Advisor OS’s Air Products & Chemicals APD Stock Holding History

Advisor OS’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 		$701K Buy
2,412
+885
+58% +$244K 0.05% 236
2025
Q4 		$377K Buy
+1,527
New +$387K 0.03% 342
2024
Q4 		– Sell
-4,178
Closed -$1.24M – 410
2024
Q3 		$1.24M Sell
4,178
-320
-7% -$87.5K 0.12% 130
2024
Q2 		$1.16M Buy
4,498
+434
+11% +$110K 0.13% 136
2024
Q1 		$985K Buy
+4,064
New +$996K 0.11% 164

Other funds holding APD

BlackRock
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor OS's APD Position: Q1 2026 in Review

Advisor OS increased its Air Products & Chemicals (APD) stake by 58% in Q1 2026, buying an estimated $244K and bringing the position to 2,412 shares worth $701K. The position accounts for 0.05% of the portfolio, ranked #236.

Advisor OS first reported a position in APD in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.24M in Q3 2024. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Advisor OS held 2,412 shares of Air Products & Chemicals worth $701K as of Q1 2026.
  • Advisor OS bought 885 Air Products & Chemicals shares in Q1 2026, an estimated $244K.
  • Air Products & Chemicals made up 0.05% of Advisor OS's portfolio in Q1 2026, its #236 holding.
  • Advisor OS first reported a position in Air Products & Chemicals in Q1 2024 and has held it in 5 quarters since.
  • Advisor OS's Air Products & Chemicals position peaked at $1.24M in Q3 2024.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.