Charter Research & Investment Group’s Air Products & Chemicals APD Stock Holding History

Charter Research & Investment Group’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	$402K	Hold	1,384	–	–	0.27%	65
2025 Q4	$342K	Hold	1,384	–	–	0.23%	66
2025 Q3	$377K	Hold	1,384	–	–	0.26%	64
2025 Q2	$390K	Hold	1,384	–	–	0.29%	64
2025 Q1	$408K	Hold	1,384	–	–	0.31%	60
2024 Q4	$401K	Hold	1,384	–	–	0.31%	64
2024 Q3	$412K	Hold	1,384	–	–	0.3%	63
2024 Q2	$357K	Hold	1,384	–	–	0.28%	67
2024 Q1	$335K	Hold	1,384	–	–	0.27%	67
2023 Q4	$379K	Hold	1,384	–	–	0.31%	63
2023 Q3	$392K	Hold	1,384	–	–	0.35%	62
2023 Q2	$415K	Hold	1,384	–	–	0.34%	64
2023 Q1	$397K	Hold	1,384	–	–	0.35%	62
2022 Q4	$427K	Hold	1,384	–	–	0.41%	55
2022 Q3	$322K	Hold	1,384	–	–	0.33%	61
2022 Q2	$333K	Hold	1,384	–	–	0.3%	65
2022 Q1	$346K	Hold	1,384	–	–	0.28%	66
2021 Q4	$421K	Hold	1,384	–	–	0.33%	62
2021 Q3	$354K	Hold	1,384	–	–	0.29%	64
2021 Q2	$398K	Hold	1,384	–	–	0.33%	60
2021 Q1	$389K	Hold	1,384	–	–	0.34%	61
2020 Q4	$378K	Hold	1,384	–	–	0.36%	60
2020 Q3	$412K	Hold	1,384	–	–	0.45%	50
2020 Q2	$334K	Hold	1,384	–	–	0.39%	59
2020 Q1	$276K	Sell	1,384 -29	-2%	-$6.61K	0.36%	63
2019 Q4	$332K	Hold	1,413	–	–	0.34%	65
2019 Q3	$313K	Buy	1,413 +29	+2%	+$6.53K	0.34%	66
2019 Q2	$313K	Hold	1,384	–	–	0.35%	63
2019 Q1	$264K	Hold	1,384	–	–	0.29%	69
2018 Q4	$222K	Hold	1,384	–	–	0.28%	72
2018 Q3	$231K	Hold	1,384	–	–	0.25%	71
2018 Q2	$216K	Hold	1,384	–	–	0.25%	72
2018 Q1	$220K	Buy	1,384 +165	+14%	+$27.2K	0.26%	69
2017 Q4	$200K	Buy	+1,219	New	+$194K	0.22%	72

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

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

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

Charter Research & Investment Group's APD Position: Q1 2026 in Review

Charter Research & Investment Group held its Air Products & Chemicals (APD) position steady in Q1 2026 at 1,384 shares worth $402K. The position accounts for 0.27% of the portfolio, ranked #65.

Charter Research & Investment Group first reported a position in APD in Q4 2017 and has held it in 34 quarters since. The position peaked at $427K in Q4 2022. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Charter Research & Investment Group held 1,384 shares of Air Products & Chemicals worth $402K as of Q1 2026.
Charter Research & Investment Group left its Air Products & Chemicals share count unchanged in Q1 2026.
Air Products & Chemicals made up 0.27% of Charter Research & Investment Group's portfolio in Q1 2026, its #65 holding.
Charter Research & Investment Group first reported a position in Air Products & Chemicals in Q4 2017 and has held it in 34 quarters since.
Charter Research & Investment Group's Air Products & Chemicals position peaked at $427K in Q4 2022.
1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.