EFS
APD icon

Essex Financial Services’s Air Products & Chemicals APD Stock Holding History

Essex Financial Services’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 		$1.23M Sell
4,223
-513
-11% -$141K 0.07% 244
2025
Q4 		$1.17M Buy
4,736
+497
+12% +$126K 0.07% 247
2025
Q3 		$1.16M Buy
4,239
+40
+1% +$11.6K 0.07% 238
2025
Q2 		$1.18M Buy
4,199
+1
+0% +$274 0.08% 226
2025
Q1 		$1.24M Buy
4,198
+116
+3% +$35.8K 0.09% 200
2024
Q4 		$1.18M Sell
4,082
-163
-4% -$51.2K 0.08% 205
2024
Q3 		$1.4M Sell
4,245
-172
-4% -$47K 0.1% 187
2024
Q2 		$1.23M Buy
4,417
+1,592
+56% +$404K 0.09% 199
2024
Q1 		$684K Sell
2,825
-254
-8% -$62.2K 0.06% 267
2023
Q4 		$843K Sell
3,079
-2
-0.1% -$550 0.09% 222
2023
Q3 		$873K Buy
3,081
+9
+0.3% +$2.64K 0.1% 192
2023
Q2 		$920K Buy
3,072
+8
+0.3% +$2.28K 0.1% 184
2023
Q1 		$880K Sell
3,064
-107
-3% -$31.2K 0.09% 201
2022
Q4 		$977K Hold
3,171
– – 0.1% 185
2022
Q3 		$738K Sell
3,171
-131
-4% -$32.4K 0.09% 201
2022
Q2 		$794K Buy
3,302
+434
+15% +$106K 0.09% 209
2022
Q1 		$717K Buy
2,868
+234
+9% +$60.1K 0.07% 236
2021
Q4 		$802K Sell
2,634
-190
-7% -$55.8K 0.08% 231
2021
Q3 		$723K Buy
2,824
+1,654
+141% +$458K 0.08% 228
2021
Q2 		$329K Hold
1,170
– – 0.05% 308
2021
Q1 		$329K Sell
1,170
-1,413
-55% -$384K 0.06% 251
2020
Q4 		$706K Buy
2,583
+37
+1% +$10.4K 0.14% 149
2020
Q3 		$758K Buy
2,546
+53
+2% +$15.2K 0.19% 116
2020
Q2 		$602K Sell
2,493
-36
-1% -$8.22K 0.19% 115
2020
Q1 		$505K Buy
2,529
+145
+6% +$33K 0.18% 124
2019
Q4 		$560K Hold
2,384
– – 0.15% 139
2019
Q3 		$529K Buy
2,384
+10
+0.4% +$2.25K 0.17% 133
2019
Q2 		$537K Sell
2,374
-7
-0.3% -$1.45K 0.16% 131
2019
Q1 		$455K Buy
2,381
+36
+2% +$6.2K 0.14% 137
2018
Q4 		$375K Hold
2,345
– – 0.11% 155
2018
Q3 		$392K Hold
2,345
– – 0.09% 187
2018
Q2 		$365K Hold
2,345
– – 0.09% 188
2018
Q1 		$373K Buy
2,345
+95
+4% +$15.7K 0.07% 233
2017
Q4 		$369K Hold
2,250
– – 0.09% 186
2017
Q3 		$340K Sell
2,250
-369
-14% -$54.1K 0.08% 194
2017
Q2 		$375K Sell
2,619
-900
-26% -$128K 0.08% 235
2017
Q1 		$476K Hold
3,519
– – 0.11% 180
2016
Q4 		$506K Sell
3,519
-285
-7% -$39.9K 0.11% 171
2016
Q3 		$529K Hold
3,804
– – 0.13% 156
2016
Q2 		$500K Sell
3,804
-324
-8% -$43.1K 0.12% 162
2016
Q1 		$550K Hold
4,128
– – 0.14% 157
2015
Q4 		$497K Sell
4,128
-217
-5% -$27.3K 0.12% 177
2015
Q3 		$513K Hold
4,345
– – 0.13% 163
2015
Q2 		$550K Hold
4,345
– – 0.14% 166
2015
Q1 		$608K Sell
4,345
-756
-15% -$105K 0.16% 153
2014
Q4 		$681K Hold
5,101
– – 0.18% 138
2014
Q3 		$614K Hold
5,101
– – 0.18% 138
2014
Q2 		$607K Hold
5,101
– – 0.18% 135
2014
Q1 		$562K Buy
5,101
+895
+21% +$95K 0.18% 128
2013
Q4 		$427K Hold
4,206
– – 0.14% 151
2013
Q3 		$415 Buy
4,206
+78
+2% +$7.41K 0.13% 152
2013
Q2 		$350K Buy
+4,128
New +$347K 0.12% 167

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

Essex Financial Services's APD Position: Q1 2026 in Review

Essex Financial Services reduced its Air Products & Chemicals (APD) stake by 11% in Q1 2026, selling an estimated $141K and leaving 4,223 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #244.

Essex Financial Services first reported a position in APD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.4M in Q3 2024. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Essex Financial Services held 4,223 shares of Air Products & Chemicals worth $1.23M as of Q1 2026.
  • Essex Financial Services sold 513 Air Products & Chemicals shares in Q1 2026, an estimated $141K.
  • Air Products & Chemicals made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #244 holding.
  • Essex Financial Services first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Air Products & Chemicals position peaked at $1.4M in Q3 2024.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.