Cornerstone Advisors’s Air Products & Chemicals APD Stock Holding History

Cornerstone 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
2025 Q4	–	Sell	-4,400	Closed	-$1.2M	–	166
2025 Q3	$1.2M	Sell	4,400 -1,900	-30%	-$550K	0.04%	194
2025 Q2	$1.78M	Sell	6,300 -400	-6%	-$109K	0.06%	184
2025 Q1	$1.98M	Hold	6,700	–	–	0.09%	179
2024 Q4	$1.94M	Hold	6,700	–	–	0.08%	179
2024 Q3	$1.99M	Buy	6,700 +1,900	+40%	+$520K	0.08%	187
2024 Q2	$1.24M	Sell	4,800 -900	-16%	-$228K	0.05%	228
2024 Q1	$1.38M	Buy	+5,700	New	+$1.4M	0.06%	243
2023 Q4	–	Sell	-1,100	Closed	-$312K	–	298
2023 Q3	$312K	Buy	1,100 +300	+38%	+$88K	0.01%	296
2023 Q2	$240K	Hold	800	–	–	0.01%	250
2023 Q1	$230K	Hold	800	–	–	0.01%	171
2022 Q4	$247K	Sell	800 -17,200	-96%	-$4.85M	0.01%	177
2022 Q3	$4.19M	Hold	18,000	–	–	0.21%	114
2022 Q2	$4.33M	Hold	18,000	–	–	0.23%	115
2022 Q1	$4.5M	Hold	18,000	–	–	0.27%	96
2021 Q4	$5.48M	Hold	18,000	–	–	0.3%	86
2021 Q3	$4.61M	Hold	18,000	–	–	0.27%	96
2021 Q2	$5.18M	Buy	18,000 +1,000	+6%	+$294K	0.31%	95
2021 Q1	$4.78M	Buy	17,000 +1,000	+6%	+$272K	0.42%	65
2020 Q4	$4.37M	Sell	16,000 -3,000	-16%	-$845K	0.38%	64
2020 Q3	$5.66M	Hold	19,000	–	–	0.51%	46
2020 Q2	$4.59M	Buy	19,000 +5,000	+36%	+$1.14M	0.43%	57
2020 Q1	$2.79M	Buy	14,000 +4,000	+40%	+$912K	0.31%	79
2019 Q4	$2.35M	Buy	+10,000	New	+$2.26M	0.19%	126
2019 Q1	$3.82M	Hold	20,000	–	–	0.31%	90
2018 Q4	$3.2M	Buy	20,000 +17,000	+567%	+$2.69M	0.28%	97
2018 Q3	$501K	Sell	3,000 -7,000	-70%	-$1.14M	0.04%	207
2018 Q2	$1.56M	Hold	10,000	–	–	0.19%	127
2018 Q1	$1.59M	Hold	10,000	–	–	0.19%	141
2017 Q4	$1.64M	Hold	10,000	–	–	0.19%	147
2017 Q3	$1.51M	Buy	+10,000	New	+$1.46M	0.17%	157
2017 Q2	–	Sell	-7,000	Closed	-$947K	–	234
2017 Q1	$947K	Hold	7,000	–	–	0.17%	132
2016 Q4	$1.01M	Sell	7,000 -567	-7%	-$79.4K	0.19%	131
2016 Q3	$1.05M	Hold	7,567	–	–	0.27%	97
2016 Q2	$994K	Hold	7,567	–	–	0.25%	110
2016 Q1	$1.01M	Hold	7,567	–	–	0.24%	111
2015 Q4	$911K	Hold	7,567	–	–	0.21%	127
2015 Q3	$893K	Buy	7,567 +5,405	+250%	+$688K	0.21%	127
2015 Q2	$274K	Hold	2,162	–	–	0.06%	187
2015 Q1	$303K	Hold	2,162	–	–	0.06%	207
2014 Q4	$288K	Hold	2,162	–	–	0.06%	232
2014 Q3	$260K	Sell	2,162 -1,622	-43%	-$198K	0.05%	242
2014 Q2	$450K	Hold	3,784	–	–	0.09%	208
2014 Q1	$417K	Hold	3,784	–	–	0.1%	208
2013 Q4	$391K	Hold	3,784	–	–	0.1%	202
2013 Q3	$373K	Hold	3,784	–	–	0.12%	176
2013 Q2	$320K	Buy	+3,784	New	+$318K	0.13%	168

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Cornerstone Advisors's APD Position: Q4 2025 in Review

Cornerstone Advisors sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 4,400 shares — an estimated $1.2M sold.

Cornerstone Advisors first reported a position in APD in Q2 2013 and held it in 46 quarters. The position peaked at $5.66M in Q3 2020. 1,666 funds tracked by Wall St. Rank hold APD as of Q4 2025.

Cornerstone Advisors reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 4,400 Air Products & Chemicals shares in Q4 2025, an estimated $1.2M.
Cornerstone Advisors first reported a position in Air Products & Chemicals in Q2 2013 and held it in 46 quarters.
Cornerstone Advisors's Air Products & Chemicals position peaked at $5.66M in Q3 2020.
1,666 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.