Beaton Management Company’s Air Products & Chemicals APD Stock Holding History

Beaton Management Company’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	$340K	Hold	1,169	–	–	0.15%	110
2025 Q4	$289K	Hold	1,169	–	–	0.13%	123
2025 Q3	$319K	Hold	1,169	–	–	0.15%	110
2025 Q2	$330K	Sell	1,169 -25	-2%	-$6.84K	0.16%	106
2025 Q1	$352K	Hold	1,194	–	–	0.18%	103
2024 Q4	$346K	Hold	1,194	–	–	0.17%	106
2024 Q3	$356K	Hold	1,194	–	–	0.18%	104
2024 Q2	$308K	Hold	1,194	–	–	0.17%	107
2024 Q1	$289K	Hold	1,194	–	–	0.16%	114
2023 Q4	$327K	Hold	1,194	–	–	0.2%	105
2023 Q3	$338K	Buy	1,194 +15	+1%	+$4.4K	0.22%	95
2023 Q2	$353K	Hold	1,179	–	–	0.22%	96
2023 Q1	$339K	Hold	1,179	–	–	0.23%	94
2022 Q4	$363K	Hold	1,179	–	–	0.24%	95
2022 Q3	$274K	Hold	1,179	–	–	0.21%	104
2022 Q2	$284K	Hold	1,179	–	–	0.2%	107
2022 Q1	$295K	Hold	1,179	–	–	0.18%	111
2021 Q4	$359K	Hold	1,179	–	–	0.21%	99
2021 Q3	$302K	Hold	1,179	–	–	0.2%	105
2021 Q2	$339K	Hold	1,179	–	–	0.22%	100
2021 Q1	$332K	Hold	1,179	–	–	0.23%	99
2020 Q4	$322K	Hold	1,179	–	–	0.24%	95
2020 Q3	$351K	Hold	1,179	–	–	0.29%	82
2020 Q2	$285K	Hold	1,179	–	–	0.25%	91
2020 Q1	$235K	Sell	1,179 -60	-5%	-$13.7K	0.24%	98
2019 Q4	$291K	Hold	1,239	–	–	0.23%	96
2019 Q3	$275K	Hold	1,239	–	–	0.22%	104
2019 Q2	$480K	Hold	1,239	–	–	0.4%	71
2019 Q1	$237K	Buy	+1,239	New	+$213K	0.21%	107
2018 Q4	–	Sell	-1,239	Closed	-$207K	–	112
2018 Q3	$207K	Buy	+1,239	New	+$202K	0.17%	119

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

Beaton Management Company's APD Position: Q1 2026 in Review

Beaton Management Company held its Air Products & Chemicals (APD) position steady in Q1 2026 at 1,169 shares worth $340K. The position accounts for 0.15% of the portfolio, ranked #110.

Beaton Management Company first reported a position in APD in Q3 2018 and has held it in 30 quarters since. The position peaked at $480K in Q2 2019. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Beaton Management Company held 1,169 shares of Air Products & Chemicals worth $340K as of Q1 2026.
Beaton Management Company left its Air Products & Chemicals share count unchanged in Q1 2026.
Air Products & Chemicals made up 0.15% of Beaton Management Company's portfolio in Q1 2026, its #110 holding.
Beaton Management Company first reported a position in Air Products & Chemicals in Q3 2018 and has held it in 30 quarters since.
Beaton Management Company's Air Products & Chemicals position peaked at $480K in Q2 2019.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

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