Charter Oak Capital Management’s Air Products & Chemicals APD Stock Holding History

Charter Oak Capital 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 Q1	$201K	Buy	+692	New	+$191K	0.02%	208
2022 Q3	–	Sell	-258	Closed	-$62K	–	202
2022 Q2	$62K	Hold	258	–	–	0.01%	299
2022 Q1	$64K	Hold	258	–	–	0.01%	320
2021 Q4	$78K	Hold	258	–	–	0.01%	285
2021 Q3	$66K	Hold	258	–	–	0.01%	292
2021 Q2	$74K	Hold	258	–	–	0.01%	271
2021 Q1	$73K	Hold	258	–	–	0.01%	272
2020 Q4	$70K	Buy	+258	New	+$72.7K	0.01%	254

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Charter Oak Capital Management's APD Position: Q1 2026 in Review

Charter Oak Capital Management opened a new position in Air Products & Chemicals (APD) in Q1 2026: 692 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings. This is a return to the name: Charter Oak Capital Management previously reported a position in APD as recently as Q2 2022.

Charter Oak Capital Management first reported a position in APD in Q4 2020 and has held it in 8 quarters since. 1,785 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Charter Oak Capital Management held 692 shares of Air Products & Chemicals worth $201K as of Q1 2026.
Air Products & Chemicals was a new Charter Oak Capital Management position in Q1 2026.
Air Products & Chemicals made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #208 holding.
Charter Oak Capital Management first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 8 quarters since.
1,785 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.