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Calton & Associates’s Air Products & Chemicals APD Stock Holding History

Calton & Associates’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 		– Sell
-733
Closed -$213K – 423
2026
Q1 		$213K Buy
+733
New +$202K 0.03% 410
2021
Q3 		– Sell
-755
Closed -$217K – 401
2021
Q2 		$217K Buy
+755
New +$222K 0.04% 368
2021
Q1 		– Sell
-859
Closed -$235K – 401
2020
Q4 		$235K Buy
859
+160
+23% +$45.1K 0.04% 322
2020
Q3 		$208K Buy
+699
New +$201K 0.04% 310
2020
Q1 		– Sell
-862
Closed -$203K – 310
2019
Q4 		$203K Buy
+862
New +$195K 0.04% 336
2018
Q1 		– Sell
-108
Closed -$18K – 386
2017
Q4 		$18K Buy
+108
New +$17.2K ﹤0.01% 903

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 $3.37T AUM 44.26% 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

Calton & Associates's APD Position: Q2 2026 in Review

Calton & Associates sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 733 shares — an estimated $213K sold.

Calton & Associates first reported a position in APD in Q4 2017 and held it in 6 quarters. The position peaked at $235K in Q4 2020. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Calton & Associates reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 733 Air Products & Chemicals shares in Q2 2026, an estimated $213K.
  • Calton & Associates first reported a position in Air Products & Chemicals in Q4 2017 and held it in 6 quarters.
  • Calton & Associates's Air Products & Chemicals position peaked at $235K in Q4 2020.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.