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Brendel Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Brendel Financial Advisors’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
2025
Q4 		– Sell
-749
Closed -$204K – 101
2025
Q3 		$204K Sell
749
-550
-42% -$159K 0.1% 99
2025
Q2 		$366K Sell
1,299
-11,008
-89% -$3.01M 0.21% 71
2025
Q1 		$3.63M Buy
12,307
+38
+0.3% +$11.7K 2.21% 14
2024
Q4 		$3.56M Sell
12,269
-403
-3% -$127K 2.15% 14
2024
Q3 		$3.77M Buy
12,672
+270
+2% +$73.8K 2.14% 15
2024
Q2 		$3.2M Buy
12,402
+11,043
+813% +$2.8M 2.03% 17
2024
Q1 		$329K Sell
1,359
-255
-16% -$62.5K 0.38% 46
2023
Q4 		$442K Buy
+1,614
New +$444K 0.29% 65
2023
Q2 		– Sell
-8,084
Closed -$2.32M – 52
2023
Q1 		$2.32M Buy
+8,084
New +$2.36M 1.72% 23
2022
Q3 		– Sell
-1,937
Closed -$466K – 44
2022
Q2 		$466K Hold
1,937
– – 0.41% 62
2022
Q1 		$484K Hold
1,937
– – 0.26% 73
2021
Q4 		$589K Buy
+1,937
New +$569K 0.31% 63
2021
Q3 		– Sell
-1,937
Closed -$557K – 72
2021
Q2 		$557K Sell
1,937
-1,089
-36% -$320K 0.31% 69
2021
Q1 		$851K Hold
3,026
– – 0.57% 50
2020
Q4 		$827K Sell
3,026
-182
-6% -$51.3K 0.56% 45
2020
Q3 		$956K Sell
3,208
-1,496
-32% -$430K 0.76% 38
2020
Q2 		$1.14M Buy
4,704
+321
+7% +$73.3K 0.98% 35
2020
Q1 		$875K Buy
4,383
+9
+0.2% +$2.05K 1.03% 29
2019
Q4 		$1.03M Buy
4,374
+876
+25% +$198K 0.87% 36
2019
Q3 		$776K Buy
3,498
+72
+2% +$16.2K 0.7% 44
2019
Q2 		$776K Buy
3,426
+1,526
+80% +$316K 0.75% 40
2019
Q1 		$363K Sell
1,900
-1,388
-42% -$239K 0.33% 62
2018
Q4 		$526K Buy
+3,288
New +$521K 0.6% 50

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Brendel Financial Advisors's APD Position: Q4 2025 in Review

Brendel Financial Advisors sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 749 shares — an estimated $204K sold.

Brendel Financial Advisors first reported a position in APD in Q4 2018 and held it in 23 quarters. The position peaked at $3.77M in Q3 2024. 1,666 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • Brendel Financial Advisors reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 749 Air Products & Chemicals shares in Q4 2025, an estimated $204K.
  • Brendel Financial Advisors first reported a position in Air Products & Chemicals in Q4 2018 and held it in 23 quarters.
  • Brendel Financial Advisors's Air Products & Chemicals position peaked at $3.77M in Q3 2024.
  • 1,666 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Brendel Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.