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EP Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

EP Wealth 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 		$5.4M Sell
18,593
-4,405
-19% -$1.21M 0.03% 299
2025
Q4 		$5.68M Buy
+22,998
New +$5.83M 0.03% 256
2025
Q2 		$9.88M Buy
35,015
+20,113
+135% +$5.5M 0.06% 183
2025
Q1 		$4.39M Buy
14,902
+954
+7% +$294K 0.04% 236
2024
Q4 		$4.05M Buy
13,948
+1,866
+15% +$586K 0.03% 249
2024
Q3 		$3.6M Buy
12,082
+365
+3% +$99.8K 0.03% 261
2024
Q2 		$3.02M Buy
11,717
+6,464
+123% +$1.64M 0.03% 232
2024
Q1 		$1.27M Sell
5,253
-374
-7% -$91.6K 0.01% 340
2023
Q4 		$1.54M Buy
5,627
+1,616
+40% +$444K 0.02% 298
2023
Q3 		$1.14M Buy
4,011
+212
+6% +$62.2K 0.02% 306
2023
Q2 		$1.18M Hold
3,799
– – 0.02% 303
2023
Q1 		$1.09M Buy
3,799
+226
+6% +$66K 0.02% 294
2022
Q4 		$1.1M Buy
+3,573
New +$1.01M 0.02% 270
2022
Q3 		– Sell
-3,395
Closed -$816K – 355
2022
Q2 		$816K Buy
3,395
+1,495
+79% +$364K 0.02% 287
2022
Q1 		$475K Buy
1,900
+191
+11% +$49.1K 0.01% 391
2021
Q4 		$520K Sell
1,709
-38
-2% -$11.2K 0.01% 347
2021
Q3 		$447K Buy
1,747
+19
+1% +$5.25K 0.01% 352
2021
Q2 		$497K Sell
1,728
-28
-2% -$8.22K 0.01% 340
2021
Q1 		$494K Sell
1,756
-43
-2% -$11.7K 0.02% 318
2020
Q4 		$492K Buy
+1,799
New +$507K 0.02% 266
2020
Q2 		– Sell
-1,738
Closed -$397K – 264
2020
Q1 		$347K Buy
+1,738
New +$396K 0.02% 297
2019
Q4 		– Sell
-1,709
Closed -$379K – 415
2019
Q3 		$379K Buy
+1,709
New +$385K 0.02% 248
2019
Q2 		– Sell
-1,240
Closed -$237K – 317
2019
Q1 		$237K Buy
+1,240
New +$213K 0.02% 216
2018
Q4 		– Sell
-1,268
Closed -$212K – 264
2018
Q3 		$212K Buy
+1,268
New +$206K 0.02% 263

Other funds holding APD

BlackRock
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's APD Position: Q1 2026 in Review

EP Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 19% in Q1 2026, selling an estimated $1.21M and leaving 18,593 shares worth $5.4M. The position accounts for 0.03% of the portfolio, ranked #299.

EP Wealth Advisors first reported a position in APD in Q3 2018 and has held it in 24 quarters since. The position peaked at $9.88M in Q2 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • EP Wealth Advisors held 18,593 shares of Air Products & Chemicals worth $5.4M as of Q1 2026.
  • EP Wealth Advisors sold 4,405 Air Products & Chemicals shares in Q1 2026, an estimated $1.21M.
  • Air Products & Chemicals made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #299 holding.
  • EP Wealth Advisors first reported a position in Air Products & Chemicals in Q3 2018 and has held it in 24 quarters since.
  • EP Wealth Advisors's Air Products & Chemicals position peaked at $9.88M in Q2 2025.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.