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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruce G. Allen Investments's APD Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Air Products & Chemicals (APD) stake by 16% in Q1 2026, buying an estimated $19.6K and bringing the position to 525 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #101.

Bruce G. Allen Investments first reported a position in APD in Q4 2023 and has held it in 10 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Bruce G. Allen Investments held 525 shares of Air Products & Chemicals worth $153K as of Q1 2026.
  • Bruce G. Allen Investments bought 71 Air Products & Chemicals shares in Q1 2026, an estimated $19.6K.
  • Air Products & Chemicals made up 0.1% of Bruce G. Allen Investments's portfolio in Q1 2026, its #101 holding.
  • Bruce G. Allen Investments first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 10 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.