Avalon Trust’s Air Products & Chemicals APD Stock Holding History

Avalon Trust’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	$96.2K	Hold	331	–	–	0.01%	218
2025 Q4	$81.8K	Sell	331 -59	-15%	-$15K	0.01%	225
2025 Q3	$106K	Hold	390	–	–	0.01%	226
2025 Q2	$110K	Sell	390 -150	-28%	-$41K	0.01%	185
2025 Q1	$159K	Sell	540 -100	-16%	-$30.8K	0.01%	146
2024 Q4	$186K	Buy	640 +59	+10%	+$18.5K	0.01%	128
2024 Q3	$173K	Sell	581 -67	-10%	-$18.3K	0.01%	131
2024 Q2	$167K	Hold	648	–	–	0.01%	134
2024 Q1	$157K	Buy	648 +90	+16%	+$22.1K	0.01%	148
2023 Q4	$153K	Hold	558	–	–	0.01%	139
2023 Q3	$158K	Sell	558 -49	-8%	-$14.4K	0.02%	128
2023 Q2	$182K	Hold	607	–	–	0.02%	128
2023 Q1	$174K	Buy	+607	New	+$177K	0.02%	126

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

Avalon Trust's APD Position: Q1 2026 in Review

Avalon Trust held its Air Products & Chemicals (APD) position steady in Q1 2026 at 331 shares worth $96.2K. The position accounts for 0.01% of the portfolio, ranked #218.

Avalon Trust first reported a position in APD in Q1 2023 and has held it in 13 quarters since. The position peaked at $186K in Q4 2024. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Avalon Trust held 331 shares of Air Products & Chemicals worth $96.2K as of Q1 2026.
Avalon Trust left its Air Products & Chemicals share count unchanged in Q1 2026.
Air Products & Chemicals made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #218 holding.
Avalon Trust first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Air Products & Chemicals position peaked at $186K in Q4 2024.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.