Chelsea Counsel Company’s Air Products & Chemicals APD Stock Holding History

Chelsea Counsel Company’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	$522K	Sell	1,797 -50	-3%	-$13.8K	0.23%	66
2025 Q4	$456K	Sell	1,847 -985	-35%	-$250K	0.2%	66
2025 Q3	$772K	Sell	2,832 -100	-3%	-$28.9K	0.34%	53
2025 Q2	$827K	Sell	2,932 -300	-9%	-$82.1K	0.41%	48
2025 Q1	$953K	Hold	3,232	–	–	0.52%	39
2024 Q4	$937K	Sell	3,232 -145	-4%	-$45.5K	0.48%	43
2024 Q3	$1.01M	Buy	3,377 +50	+2%	+$13.7K	0.5%	45
2024 Q2	$859K	Buy	3,327 +1,107	+50%	+$281K	0.43%	48
2024 Q1	$542K	Sell	2,220 -26	-1%	-$6.37K	0.31%	51
2023 Q4	$619K	Sell	2,246 -310	-12%	-$85.2K	0.33%	57
2023 Q3	$729K	Hold	2,556	–	–	0.37%	56
2023 Q2	$770K	Sell	2,556 -30	-1%	-$8.54K	0.38%	52
2023 Q1	$747K	Hold	2,586	–	–	0.36%	60
2022 Q4	$801K	Buy	+2,586	New	+$729K	0.4%	59

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

Chelsea Counsel Company's APD Position: Q1 2026 in Review

Chelsea Counsel Company reduced its Air Products & Chemicals (APD) stake by 2.7% in Q1 2026, selling an estimated $13.8K and leaving 1,797 shares worth $522K. The position accounts for 0.23% of the portfolio, ranked #66.

Chelsea Counsel Company first reported a position in APD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2024. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Chelsea Counsel Company held 1,797 shares of Air Products & Chemicals worth $522K as of Q1 2026.
Chelsea Counsel Company sold 50 Air Products & Chemicals shares in Q1 2026, an estimated $13.8K.
Air Products & Chemicals made up 0.23% of Chelsea Counsel Company's portfolio in Q1 2026, its #66 holding.
Chelsea Counsel Company first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 14 quarters since.
Chelsea Counsel Company's Air Products & Chemicals position peaked at $1.01M in Q3 2024.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Chelsea Counsel Company's 13F filing for Q1 2026, filed 24 Apr 2026.