CA
APD icon

Carson Advisory’s Air Products & Chemicals APD Stock Holding History

Carson Advisory’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 		$262K Sell
902
-25
-3% -$6.89K 0.14% 152
2025
Q4 		$229K Buy
927
+6
+0.7% +$1.52K 0.12% 166
2025
Q3 		$251K Sell
921
-54
-6% -$15.6K 0.14% 149
2025
Q2 		$275K Buy
975
+22
+2% +$6.02K 0.17% 126
2025
Q1 		$281K Buy
953
+1
+0.1% +$308 0.19% 125
2024
Q4 		$276K Sell
952
-41
-4% -$12.9K 0.19% 126
2024
Q3 		$296K Sell
993
-1
-0.1% -$273 0.19% 129
2024
Q2 		$256K Buy
994
+64
+7% +$16.2K 0.18% 133
2024
Q1 		$225K Buy
930
+20
+2% +$4.9K 0.16% 152
2023
Q4 		$249K Sell
910
-203
-18% -$55.8K 0.19% 128
2023
Q3 		$315K Sell
1,113
-15
-1% -$4.4K 0.28% 99
2023
Q2 		$338K Sell
1,128
-4
-0.4% -$1.14K 0.29% 99
2023
Q1 		$325K Sell
1,132
-59
-5% -$17.2K 0.29% 93
2022
Q4 		$367K Sell
1,191
-20
-2% -$5.64K 0.35% 75
2022
Q3 		$282K Buy
1,211
+368
+44% +$91.1K 0.31% 84
2022
Q2 		$203K Buy
843
+1
+0.1% +$243 0.23% 115
2022
Q1 		$211K Buy
842
+3
+0.4% +$771 0.21% 122
2021
Q4 		$255K Buy
+839
New +$246K 0.26% 103

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

Carson Advisory's APD Position: Q1 2026 in Review

Carson Advisory reduced its Air Products & Chemicals (APD) stake by 2.7% in Q1 2026, selling an estimated $6.89K and leaving 902 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #152.

Carson Advisory first reported a position in APD in Q4 2021 and has held it in 18 quarters since. The position peaked at $367K in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Carson Advisory held 902 shares of Air Products & Chemicals worth $262K as of Q1 2026.
  • Carson Advisory sold 25 Air Products & Chemicals shares in Q1 2026, an estimated $6.89K.
  • Air Products & Chemicals made up 0.14% of Carson Advisory's portfolio in Q1 2026, its #152 holding.
  • Carson Advisory first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Air Products & Chemicals position peaked at $367K in Q4 2022.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.