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Clearstead Trust’s Air Products & Chemicals APD Stock Holding History

Clearstead Trust’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 		$118K Sell
405
-63
-13% -$17.4K 0.02% 228
2025
Q4 		$116K Sell
468
-247
-35% -$62.6K 0.02% 234
2025
Q3 		$195K Sell
715
-37
-5% -$10.7K 0.03% 184
2025
Q2 		$212K Buy
752
+441
+142% +$121K 0.04% 168
2025
Q1 		$91.7K Hold
311
– – 0.02% 216
2024
Q4 		$90.2K Hold
311
– – 0.02% 213
2024
Q3 		$92.6K Hold
311
– – 0.02% 192
2024
Q2 		$80.3K Hold
311
– – 0.02% 204
2024
Q1 		$75.3K Sell
311
-1,084
-78% -$266K 0.02% 205
2023
Q4 		$382K Buy
1,395
+1,276
+1,072% +$351K 0.1% 110
2023
Q3 		$33.7K Hold
119
– – 0.01% 248
2023
Q2 		$34.2K Hold
119
– – 0.01% 231
2023
Q1 		$34.2K Hold
119
– – 0.01% 235
2022
Q4 		$37K Hold
119
– – 0.01% 244
2022
Q3 		$28K Hold
119
– – 0.01% 234
2022
Q2 		$29K Hold
119
– – 0.02% 125
2022
Q1 		$30K Sell
119
-18
-13% -$4.63K 0.02% 130
2021
Q4 		$42K Hold
137
– – 0.02% 132
2021
Q3 		$35K Buy
+137
New +$37.9K 0.02% 140
2017
Q4 		– Sell
-3,600
Closed -$544K – 210
2017
Q3 		$544K Hold
3,600
– – 0.4% 65
2017
Q2 		$515K Hold
3,600
– – 0.41% 60
2017
Q1 		$487K Hold
3,600
– – 0.4% 60
2016
Q4 		$503K Buy
+3,600
New +$504K 0.45% 55

Other funds holding APD

BlackRock
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Trust's APD Position: Q1 2026 in Review

Clearstead Trust reduced its Air Products & Chemicals (APD) stake by 13% in Q1 2026, selling an estimated $17.4K and leaving 405 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #228.

Clearstead Trust first reported a position in APD in Q4 2016 and has held it in 23 quarters since. The position peaked at $544K in Q3 2017. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Clearstead Trust held 405 shares of Air Products & Chemicals worth $118K as of Q1 2026.
  • Clearstead Trust sold 63 Air Products & Chemicals shares in Q1 2026, an estimated $17.4K.
  • Air Products & Chemicals made up 0.02% of Clearstead Trust's portfolio in Q1 2026, its #228 holding.
  • Clearstead Trust first reported a position in Air Products & Chemicals in Q4 2016 and has held it in 23 quarters since.
  • Clearstead Trust's Air Products & Chemicals position peaked at $544K in Q3 2017.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.