BGAI
APD icon

Bruce G. Allen Investments’s Air Products & Chemicals APD Stock Holding History

Bruce G. Allen Investments’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 		$138K Sell
469
-56
-11% -$16.3K 0.09% 113
2026
Q1 		$153K Buy
525
+71
+16% +$19.6K 0.1% 101
2025
Q4 		$112K Buy
454
+5
+1% +$1.27K 0.08% 143
2025
Q3 		$122K Sell
449
-5
-1% -$1.45K 0.09% 129
2025
Q2 		$128K Hold
454
– – 0.1% 122
2025
Q1 		$134K Buy
454
+113
+33% +$34.8K 0.11% 111
2024
Q4 		$98.9K Buy
341
+5
+1% +$1.57K 0.08% 147
2024
Q3 		$100K Hold
336
– – 0.08% 155
2024
Q2 		$86.7K Sell
336
-15
-4% -$3.81K 0.07% 167
2024
Q1 		$85K Sell
351
-13
-4% -$3.19K 0.07% 174
2023
Q4 		$99.7K Buy
+364
New +$100K 0.09% 150

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bruce G. Allen Investments's APD Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Air Products & Chemicals (APD) stake by 11% in Q2 2026, selling an estimated $16.3K and leaving 469 shares worth $138K. The position accounts for 0.09% of the portfolio, ranked #113.

Bruce G. Allen Investments first reported a position in APD in Q4 2023 and has held it in 11 quarters since. The position peaked at $153K in Q1 2026. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Bruce G. Allen Investments held 469 shares of Air Products & Chemicals worth $138K as of Q2 2026.
  • Bruce G. Allen Investments sold 56 Air Products & Chemicals shares in Q2 2026, an estimated $16.3K.
  • Air Products & Chemicals made up 0.09% of Bruce G. Allen Investments's portfolio in Q2 2026, its #113 holding.
  • Bruce G. Allen Investments first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Air Products & Chemicals position peaked at $153K in Q1 2026.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.