Alan B. Lancz & Associates’s Air Products & Chemicals APD Stock Holding History

Alan B. Lancz & Associates’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	$573K	Hold	1,971	–	–	0.56%	51
2025 Q4	$487K	Hold	1,971	–	–	0.43%	57
2025 Q3	$538K	Hold	1,971	–	–	0.49%	49
2025 Q2	$556K	Hold	1,971	–	–	0.56%	44
2025 Q1	$581K	Hold	1,971	–	–	0.62%	42
2024 Q4	$572K	Sell	1,971 -250	-11%	-$78.5K	0.58%	41
2024 Q3	$661K	Hold	2,221	–	–	0.61%	38
2024 Q2	$573K	Buy	+2,221	New	+$563K	0.57%	42
2023 Q4	$589K	Hold	2,150	–	–	0.62%	36
2023 Q3	$609K	Sell	2,150 -50	-2%	-$14.7K	0.69%	34
2023 Q2	$659K	Hold	2,200	–	–	0.7%	32
2023 Q1	$632K	Hold	2,200	–	–	0.66%	35
2022 Q4	$685K	Hold	2,200	–	–	0.69%	33
2022 Q3	$512K	Hold	2,200	–	–	0.61%	42
2022 Q2	$546K	Hold	2,200	–	–	0.54%	44
2022 Q1	$550K	Hold	2,200	–	–	0.49%	63
2021 Q4	$669K	Buy	+2,200	New	+$646K	0.58%	45

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

Alan B. Lancz & Associates's APD Position: Q1 2026 in Review

Alan B. Lancz & Associates held its Air Products & Chemicals (APD) position steady in Q1 2026 at 1,971 shares worth $573K. The position accounts for 0.56% of the portfolio, ranked #51.

Alan B. Lancz & Associates first reported a position in APD in Q4 2021 and has held it in 17 quarters since. The position peaked at $685K in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Alan B. Lancz & Associates held 1,971 shares of Air Products & Chemicals worth $573K as of Q1 2026.
Alan B. Lancz & Associates left its Air Products & Chemicals share count unchanged in Q1 2026.
Air Products & Chemicals made up 0.56% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #51 holding.
Alan B. Lancz & Associates first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Air Products & Chemicals position peaked at $685K in Q4 2022.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.