Chase Investment Counsel’s Air Products & Chemicals APD Stock Holding History

Chase Investment Counsel’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 Q1	–	Sell	-1,633	Closed	-$473K	–	123
2024 Q4	$473K	Sell	1,633 -5	-0.3%	-$1.57K	0.15%	97
2024 Q3	$487K	Sell	1,638 -4	-0.2%	-$1.09K	0.16%	92
2024 Q2	$423K	Buy	1,642 +223	+16%	+$56.6K	0.15%	100
2024 Q1	$343K	Buy	1,419 +77	+6%	+$18.9K	0.13%	114
2023 Q4	$367K	Buy	+1,342	New	+$369K	0.16%	105
2019 Q2	–	Sell	-1,831	Closed	-$349K	–	97
2019 Q1	$349K	Buy	1,831 +454	+33%	+$78.1K	0.18%	75
2018 Q4	$220K	Sell	1,377 -485	-26%	-$76.9K	0.13%	87
2018 Q3	$311K	Buy	1,862 +343	+23%	+$55.9K	0.16%	73
2018 Q2	$236K	Buy	+1,519	New	+$248K	0.13%	78

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Chase Investment Counsel's APD Position: Q1 2025 in Review

Chase Investment Counsel sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 1,633 shares — an estimated $473K sold.

Chase Investment Counsel first reported a position in APD in Q2 2018 and held it in 9 quarters. The position peaked at $487K in Q3 2024. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

Chase Investment Counsel reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
Chase Investment Counsel sold 1,633 Air Products & Chemicals shares in Q1 2025, an estimated $473K.
Chase Investment Counsel first reported a position in Air Products & Chemicals in Q2 2018 and held it in 9 quarters.
Chase Investment Counsel's Air Products & Chemicals position peaked at $487K in Q3 2024.
1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Chase Investment Counsel's 13F filing for Q1 2025, filed 12 May 2025.