AP
APD icon

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

Appleton 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
2026
Q2 		$3.02M Sell
10,288
-198
-2% -$57.6K 0.18% 96
2026
Q1 		$3.05M Buy
10,486
+1,600
+18% +$441K 0.21% 96
2025
Q4 		$2.19M Sell
8,886
-980
-10% -$248K 0.14% 106
2025
Q3 		$2.69M Buy
9,866
+151
+2% +$43.7K 0.18% 104
2025
Q2 		$2.74M Buy
+9,715
New +$2.66M 0.19% 102
2024
Q4 		– Sell
-851
Closed -$253K – 254
2024
Q3 		$253K Hold
851
– – 0.02% 234
2024
Q2 		$220K Sell
851
-182
-18% -$46.2K 0.02% 247
2024
Q1 		$250K Sell
1,033
-175
-14% -$42.9K 0.02% 247
2023
Q4 		$331K Sell
1,208
-227
-16% -$62.4K 0.03% 228
2023
Q3 		$407K Sell
1,435
-180
-11% -$52.8K 0.04% 209
2023
Q2 		$484K Sell
1,615
-9
-0.6% -$2.56K 0.04% 199
2023
Q1 		$466K Sell
1,624
-115
-7% -$33.6K 0.04% 208
2022
Q4 		$536K Sell
1,739
-24
-1% -$6.76K 0.05% 198
2022
Q3 		$410K Sell
1,763
-7
-0.4% -$1.73K 0.04% 214
2022
Q2 		$426K Hold
1,770
– – 0.04% 216
2022
Q1 		$442K Sell
1,770
-310
-15% -$79.7K 0.04% 227
2021
Q4 		$633K Sell
2,080
-349
-14% -$102K 0.05% 199
2021
Q3 		$622K Buy
2,429
+178
+8% +$49.2K 0.05% 190
2021
Q2 		$648K Sell
2,251
-16
-0.7% -$4.7K 0.06% 182
2021
Q1 		$638K Sell
2,267
-101
-4% -$27.5K 0.06% 178
2020
Q4 		$647K Sell
2,368
-125
-5% -$35.2K 0.06% 168
2020
Q3 		$743K Sell
2,493
-4
-0.2% -$1.15K 0.08% 153
2020
Q2 		$603K Sell
2,497
-125
-5% -$28.5K 0.07% 160
2020
Q1 		$523K Buy
2,622
+62
+2% +$14.1K 0.07% 164
2019
Q4 		$602K Hold
2,560
– – 0.07% 180
2019
Q3 		$568K Hold
2,560
– – 0.07% 178
2019
Q2 		$580K Sell
2,560
-88
-3% -$18.2K 0.07% 175
2019
Q1 		$506K Sell
2,648
-1,000
-27% -$172K 0.07% 183
2018
Q4 		$584K Sell
3,648
-79
-2% -$12.5K 0.09% 161
2018
Q3 		$623K Hold
3,727
– – 0.08% 170
2018
Q2 		$580K Sell
3,727
-165
-4% -$27K 0.08% 172
2018
Q1 		$619K Sell
3,892
-121
-3% -$20K 0.09% 168
2017
Q4 		$658K Sell
4,013
-102
-2% -$16.2K 0.1% 162
2017
Q3 		$622K Hold
4,115
– – 0.1% 151
2017
Q2 		$589K Sell
4,115
-65
-2% -$9.24K 0.1% 160
2017
Q1 		$566K Sell
4,180
-130
-3% -$18.3K 0.1% 154
2016
Q4 		$620K Sell
4,310
-1,209
-22% -$169K 0.13% 139
2016
Q3 		$767K Sell
5,519
-1,065
-16% -$148K 0.14% 134
2016
Q2 		$865K Hold
6,584
– – 0.18% 109
2016
Q1 		$877K Buy
6,584
+291
+5% +$35.2K 0.17% 106
2015
Q4 		$757K Buy
6,293
+825
+15% +$104K 0.15% 112
2015
Q3 		$645K Buy
5,468
+2,843
+108% +$362K 0.15% 116
2015
Q2 		$332K Buy
2,625
+968
+58% +$132K 0.07% 147
2015
Q1 		$232K Sell
1,657
-33
-2% -$4.57K 0.05% 165
2014
Q4 		$225K Hold
1,690
– – 0.05% 169
2014
Q3 		$203K Buy
+1,690
New +$207K 0.05% 178

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Appleton Partners's APD Position: Q2 2026 in Review

Appleton Partners reduced its Air Products & Chemicals (APD) stake by 1.9% in Q2 2026, selling an estimated $57.6K and leaving 10,288 shares worth $3.02M. The position accounts for 0.18% of the portfolio, ranked #96.

Appleton Partners first reported a position in APD in Q3 2014 and has held it in 46 quarters since. The position peaked at $3.05M in Q1 2026. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Appleton Partners held 10,288 shares of Air Products & Chemicals worth $3.02M as of Q2 2026.
  • Appleton Partners sold 198 Air Products & Chemicals shares in Q2 2026, an estimated $57.6K.
  • Air Products & Chemicals made up 0.18% of Appleton Partners's portfolio in Q2 2026, its #96 holding.
  • Appleton Partners first reported a position in Air Products & Chemicals in Q3 2014 and has held it in 46 quarters since.
  • Appleton Partners's Air Products & Chemicals position peaked at $3.05M in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.