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Concurrent Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Concurrent Investment Advisors’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
Q2 		$8.68M Buy
29,601
+3,597
+14% +$1.05M 0.07% 293
2026
Q1 		$7.55M Buy
26,004
+5,611
+28% +$1.55M 0.08% 266
2025
Q4 		$5.04M Buy
20,393
+6,024
+42% +$1.53M 0.06% 326
2025
Q3 		$3.92M Sell
14,369
-474
-3% -$137K 0.07% 286
2025
Q2 		$4.19M Buy
14,843
+251
+2% +$68.7K 0.08% 258
2025
Q1 		$4.3M Sell
14,592
-1,310
-8% -$404K 0.1% 213
2024
Q4 		$4.61M Buy
15,902
+603
+4% +$189K 0.12% 169
2024
Q3 		$4.56M Sell
15,299
-1,810
-11% -$495K 0.13% 162
2024
Q2 		$4.41M Buy
17,109
+4,956
+41% +$1.26M 0.15% 152
2024
Q1 		$2.94M Sell
12,153
-1,488
-11% -$365K 0.12% 181
2023
Q4 		$3.73M Buy
+13,641
New +$3.75M 0.18% 139

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concurrent Investment Advisors's APD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Air Products & Chemicals (APD) stake by 14% in Q2 2026, buying an estimated $1.05M and bringing the position to 29,601 shares worth $8.68M. The position accounts for 0.07% of the portfolio, ranked #293.

Concurrent Investment Advisors first reported a position in APD in Q4 2023 and has held it in 11 quarters since. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Concurrent Investment Advisors held 29,601 shares of Air Products & Chemicals worth $8.68M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,597 Air Products & Chemicals shares in Q2 2026, an estimated $1.05M.
  • Air Products & Chemicals made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #293 holding.
  • Concurrent Investment Advisors first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.