Concord Asset Management (Virginia)’s Air Products & Chemicals APD Stock Holding History

Concord Asset Management (Virginia)’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 Q3	–	Sell	-1,248	Closed	-$352K	–	125
2025 Q2	$352K	Buy	+1,248	New	+$341K	0.05%	164
2024 Q1	–	Sell	-2,259	Closed	-$619K	–	134
2023 Q4	$619K	Buy	2,259 +787	+53%	+$216K	0.18%	83
2023 Q3	$417K	Buy	+1,472	New	+$432K	0.14%	93
2023 Q1	–	Sell	-792	Closed	-$244K	–	109
2022 Q4	$244K	Buy	+792	New	+$223K	0.16%	49

Other funds holding APD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concord Asset Management (Virginia)'s APD Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of Air Products & Chemicals (APD) in Q3 2025, closing a stake of 1,248 shares — an estimated $352K sold.

Concord Asset Management (Virginia) first reported a position in APD in Q4 2022 and held it in 4 quarters. The position peaked at $619K in Q4 2023. 1,707 funds tracked by Wall St. Rank hold APD as of Q3 2025.

Concord Asset Management (Virginia) reported no remaining Air Products & Chemicals position as of Q3 2025 after selling out during the quarter.
Concord Asset Management (Virginia) sold 1,248 Air Products & Chemicals shares in Q3 2025, an estimated $352K.
Concord Asset Management (Virginia) first reported a position in Air Products & Chemicals in Q4 2022 and held it in 4 quarters.
Concord Asset Management (Virginia)'s Air Products & Chemicals position peaked at $619K in Q4 2023.
1,707 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.