Confluence Investment Management’s Air Products & Chemicals APD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$59.5M Sell
202,897
-14,590
-7% -$4.24M 0.93% 41
2026
Q1
$63.2M Buy
217,487
+27,188
+14% +$7.5M 0.98% 39
2025
Q4
$47M Sell
190,299
-12,255
-6% -$3.11M 0.7% 53
2025
Q3
$55.2M Sell
202,554
-3,406
-2% -$986K 0.79% 47
2025
Q2
$58.1M Sell
205,960
-694
-0.3% -$190K 0.82% 41
2025
Q1
$60.9M Buy
206,654
+116,139
+128% +$35.8M 0.88% 43
2024
Q4
$26.3M Sell
90,515
-1,368
-1% -$430K 0.36% 70
2024
Q3
$27.4M Buy
91,883
+2
+0% +$547 0.37% 70
2024
Q2
$23.7M Buy
91,881
+11,472
+14% +$2.91M 0.34% 74
2024
Q1
$19.5M Buy
80,409
+1,714
+2% +$420K 0.26% 90
2023
Q4
$21.5M Sell
78,695
-423
-0.5% -$116K 0.3% 81
2023
Q3
$22.4M Buy
79,118
+674
+0.9% +$198K 0.35% 68
2023
Q2
$23.5M Buy
78,444
+984
+1% +$280K 0.34% 69
2023
Q1
$22.2M Buy
77,460
+717
+0.9% +$209K 0.33% 69
2022
Q4
$23.7M Buy
76,743
+183
+0.2% +$51.6K 0.35% 63
2022
Q3
$17.8M Buy
76,560
+1,002
+1% +$248K 0.3% 75
2022
Q2
$18.2M Buy
75,558
+1,165
+2% +$283K 0.28% 77
2022
Q1
$18.6M Buy
74,393
+1,549
+2% +$398K 0.26% 87
2021
Q4
$22.2M Sell
72,844
-20,164
-22% -$5.92M 0.29% 77
2021
Q3
$23.8M Sell
93,008
-18,871
-17% -$5.22M 0.33% 79
2021
Q2
$32.2M Buy
111,879
+811
+0.7% +$238K 0.43% 68
2021
Q1
$31.2M Sell
111,068
-425
-0.4% -$116K 0.44% 68
2020
Q4
$30.5M Sell
111,493
-3,153
-3% -$888K 0.45% 66
2020
Q3
$34.1M Sell
114,646
-3,491
-3% -$1M 0.56% 58
2020
Q2
$28.5M Sell
118,137
-893
-0.8% -$204K 0.48% 64
2020
Q1
$23.8M Buy
119,030
+1,781
+2% +$406K 0.45% 62
2019
Q4
$26.5M Sell
117,249
-2,359
-2% -$532K 0.42% 59
2019
Q3
$26.5M Buy
119,608
+2,359
+2% +$531K 0.41% 62
2019
Q2
$26.5M Buy
117,249
+827
+0.7% +$171K 0.42% 59
2019
Q1
$22.2M Buy
116,422
+2,806
+2% +$483K 0.38% 64
2018
Q4
$18.2M Buy
113,616
+6,542
+6% +$1.04M 0.34% 73
2018
Q3
$17.9M Buy
107,074
+4,548
+4% +$741K 0.3% 75
2018
Q2
$16M Buy
102,526
+3,281
+3% +$537K 0.28% 83
2018
Q1
$15.8M Buy
99,245
+1,665
+2% +$275K 0.29% 78
2017
Q4
$16M Buy
97,580
+1,858
+2% +$296K 0.29% 77
2017
Q3
$14.5M Buy
95,722
+4,438
+5% +$650K 0.28% 82
2017
Q2
$13.1M Buy
91,284
+4,268
+5% +$607K 0.27% 83
2017
Q1
$11.8M Buy
87,016
+7,078
+9% +$998K 0.26% 88
2016
Q4
$11.5M Buy
79,938
+507
+0.6% +$71K 0.28% 84
2016
Q3
$11M Buy
79,431
+4,638
+6% +$643K 0.29% 80
2016
Q2
$9.83M Buy
74,793
+5,243
+8% +$698K 0.27% 90
2016
Q1
$9.27M Buy
69,550
+4,061
+6% +$491K 0.28% 81
2015
Q4
$7.88M Buy
65,489
+4,843
+8% +$610K 0.26% 96
2015
Q3
$7.16M Buy
60,646
+112
+0.2% +$14.3K 0.26% 96
2015
Q2
$7.66M Buy
60,534
+1,545
+3% +$211K 0.28% 85
2015
Q1
$8.26M Buy
58,989
+3,243
+6% +$449K 0.31% 74
2014
Q4
$7.44M Buy
55,746
+2,991
+6% +$378K 0.3% 76
2014
Q3
$6.35M Buy
52,755
+3,933
+8% +$481K 0.28% 79
2014
Q2
$5.81M Buy
48,822
+3,441
+8% +$384K 0.27% 85
2014
Q1
$5M Buy
45,381
+4,926
+12% +$523K 0.25% 95
2013
Q4
$4.18M Buy
40,455
+7,229
+22% +$729K 0.23% 108
2013
Q3
$3.28M Buy
33,226
+3,855
+13% +$366K 0.2% 111
2013
Q2
$2.49M Buy
+29,371
New +$2.47M 0.17% 136

Other funds holding APD

Confluence Investment Management's APD Position: Q2 2026 in Review

Confluence Investment Management reduced its Air Products & Chemicals (APD) stake by 6.7% in Q2 2026, selling an estimated $4.24M and leaving 202,897 shares worth $59.5M. The position accounts for 0.93% of the portfolio, ranked #41.

Confluence Investment Management first reported a position in APD in Q2 2013 and has held it in 53 quarters since. The position peaked at $63.2M in Q1 2026. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Confluence Investment Management held 202,897 shares of Air Products & Chemicals worth $59.5M as of Q2 2026.
  • Confluence Investment Management sold 14,590 Air Products & Chemicals shares in Q2 2026, an estimated $4.24M.
  • Air Products & Chemicals made up 0.93% of Confluence Investment Management's portfolio in Q2 2026, its #41 holding.
  • Confluence Investment Management first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 53 quarters since.
  • Confluence Investment Management's Air Products & Chemicals position peaked at $63.2M in Q1 2026.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.