Carmel Capital Partners’s Air Products & Chemicals APD Stock Holding History

Carmel Capital Partners’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 Q3	–	Sell	-968	Closed	-$273K	–	108
2025 Q2	$273K	Buy	968 +17	+2%	+$4.65K	0.1%	121
2025 Q1	$280K	Hold	951	–	–	0.11%	125
2024 Q4	$276K	Buy	951 +5	+0.5%	+$1.57K	0.11%	120
2024 Q3	$282K	Buy	946 +102	+12%	+$27.9K	0.11%	133
2024 Q2	$218K	Buy	+844	New	+$214K	0.09%	144
2023 Q4	–	Sell	-168	Closed	-$47.6K	–	175
2023 Q3	$47.6K	Buy	+168	New	+$49.3K	0.02%	244
2023 Q2	–	Sell	-250	Closed	-$71.8K	–	429
2023 Q1	$71.8K	Buy	+250	New	+$73K	0.04%	221

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return