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 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 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

Concurrent Investment Advisors's APD Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Air Products & Chemicals (APD) stake by 28% in Q1 2026, buying an estimated $1.55M and bringing the position to 26,004 shares worth $7.55M. The position accounts for 0.08% of the portfolio, ranked #266.

Concurrent Investment Advisors first reported a position in APD in Q4 2023 and has held it in 10 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Concurrent Investment Advisors held 26,004 shares of Air Products & Chemicals worth $7.55M as of Q1 2026.
Concurrent Investment Advisors bought 5,611 Air Products & Chemicals shares in Q1 2026, an estimated $1.55M.
Air Products & Chemicals made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #266 holding.
Concurrent Investment Advisors first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 10 quarters since.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.