Catherine Avery Investment Management’s Air Products & Chemicals APD Stock Holding History

Catherine Avery Investment Management’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	$457K	Sell	1,559 -127	-8%	-$36.9K	0.2%	45
2026 Q1	$490K	Buy	1,686 +440	+35%	+$121K	0.22%	45
2025 Q4	$308K	Sell	1,246 -947	-43%	-$240K	0.18%	46
2025 Q3	$598K	Sell	2,193 -30	-1%	-$8.69K	0.39%	41
2025 Q2	$627K	Sell	2,223 -5,449	-71%	-$1.49M	0.48%	39
2025 Q1	$2.26M	Sell	7,672 -2,275	-23%	-$702K	2.03%	27
2024 Q4	$2.89M	Buy	+9,947	New	+$3.12M	2.55%	25

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Catherine Avery Investment Management's APD Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Air Products & Chemicals (APD) stake by 7.5% in Q2 2026, selling an estimated $36.9K and leaving 1,559 shares worth $457K. The position accounts for 0.2% of the portfolio, ranked #45.

Catherine Avery Investment Management first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.89M in Q4 2024. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Catherine Avery Investment Management held 1,559 shares of Air Products & Chemicals worth $457K as of Q2 2026.
Catherine Avery Investment Management sold 127 Air Products & Chemicals shares in Q2 2026, an estimated $36.9K.
Air Products & Chemicals made up 0.2% of Catherine Avery Investment Management's portfolio in Q2 2026, its #45 holding.
Catherine Avery Investment Management first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
Catherine Avery Investment Management's Air Products & Chemicals position peaked at $2.89M in Q4 2024.
1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.