Athena Investment Management’s Air Products & Chemicals APD Stock Holding History

Athena Investment 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 Q1	$336K	Sell	1,155 -4	-0.3%	-$1.1K	0.17%	113
2025 Q4	$286K	Hold	1,159	–	–	0.15%	122
2025 Q3	$316K	Hold	1,159	–	–	0.16%	116
2025 Q2	$327K	Hold	1,159	–	–	0.18%	113
2025 Q1	$342K	Sell	1,159 -15	-1%	-$4.63K	0.21%	104
2024 Q4	$341K	Sell	1,174 -28	-2%	-$8.79K	0.2%	109
2024 Q3	$358K	Hold	1,202	–	–	0.2%	112
2024 Q2	$310K	Hold	1,202	–	–	0.19%	114
2024 Q1	$291K	Hold	1,202	–	–	0.17%	119
2023 Q4	$329K	Hold	1,202	–	–	0.21%	106
2023 Q3	$341K	Hold	1,202	–	–	0.24%	96
2023 Q2	$360K	Hold	1,202	–	–	0.25%	97
2023 Q1	$345K	Sell	1,202 -25	-2%	-$7.3K	0.25%	101
2022 Q4	$378K	Buy	1,227 +143	+13%	+$40.3K	0.28%	85
2022 Q3	$252K	Sell	1,084 -20	-2%	-$4.95K	0.21%	110
2022 Q2	$265K	Buy	1,104 +235	+27%	+$57.1K	0.21%	110
2022 Q1	$220K	Buy	+869	New	+$223K	0.17%	108

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

Athena Investment Management's APD Position: Q1 2026 in Review

Athena Investment Management reduced its Air Products & Chemicals (APD) stake by 0.35% in Q1 2026, selling an estimated $1.1K and leaving 1,155 shares worth $336K. The position accounts for 0.17% of the portfolio, ranked #113.

Athena Investment Management first reported a position in APD in Q1 2022 and has held it in 17 quarters since. The position peaked at $378K in Q4 2022. 1,776 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Athena Investment Management held 1,155 shares of Air Products & Chemicals worth $336K as of Q1 2026.
Athena Investment Management sold 4 Air Products & Chemicals shares in Q1 2026, an estimated $1.1K.
Air Products & Chemicals made up 0.17% of Athena Investment Management's portfolio in Q1 2026, its #113 holding.
Athena Investment Management first reported a position in Air Products & Chemicals in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Air Products & Chemicals position peaked at $378K in Q4 2022.
1,776 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.