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

Essex Investment Management’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 		$746K Sell
2,567
-966
-27% -$266K 0.12% 155
2025
Q4 		$873K Sell
3,533
-30
-0.8% -$7.61K 0.13% 147
2025
Q3 		$972K Sell
3,563
-13
-0.4% -$3.76K 0.15% 144
2025
Q2 		$1.01M Sell
3,576
-473
-12% -$129K 0.18% 141
2025
Q1 		$1.19M Sell
4,049
-70
-2% -$21.6K 0.25% 142
2024
Q4 		$1.19M Sell
4,119
-228
-5% -$71.6K 0.21% 142
2024
Q3 		$1.29M Hold
4,347
– – 0.23% 137
2024
Q2 		$1.12M Sell
4,347
-1,472
-25% -$373K 0.21% 148
2024
Q1 		$1.41M Sell
5,819
-283
-5% -$69.3K 0.28% 130
2023
Q4 		$1.67M Sell
6,102
-4,543
-43% -$1.25M 0.33% 116
2023
Q3 		$3.02M Buy
10,645
+72
+0.7% +$21.1K 0.49% 63
2023
Q2 		$3.17M Hold
10,573
– – 0.44% 68
2023
Q1 		$3.04M Sell
10,573
-237
-2% -$69.2K 0.44% 75
2022
Q4 		$3.33M Sell
10,810
-1,211
-10% -$341K 0.52% 59
2022
Q3 		$2.8M Sell
12,021
-784
-6% -$194K 0.45% 70
2022
Q2 		$3.08M Buy
12,805
+1,886
+17% +$459K 0.5% 60
2022
Q1 		$2.73M Buy
10,919
+9,118
+506% +$2.34M 0.34% 86
2021
Q4 		$548K Buy
1,801
+1,707
+1,816% +$501K 0.06% 267
2021
Q3 		$24K Hold
94
– – ﹤0.01% 371
2021
Q2 		$27K Hold
94
– – ﹤0.01% 367
2021
Q1 		$26K Buy
94
+64
+213% +$17.4K ﹤0.01% 390
2020
Q4 		$8K Hold
30
– – ﹤0.01% 445
2020
Q3 		$9K Hold
30
– – ﹤0.01% 442
2020
Q2 		$7K Hold
30
– – ﹤0.01% 400
2020
Q1 		$6K Hold
30
– – ﹤0.01% 371
2019
Q4 		$7K Hold
30
– – ﹤0.01% 450
2019
Q3 		$7K Hold
30
– – ﹤0.01% 444
2019
Q2 		$7K Hold
30
– – ﹤0.01% 454
2019
Q1 		$6K Hold
30
– – ﹤0.01% 457
2018
Q4 		$5K Buy
+30
New +$4.75K ﹤0.01% 454

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 Investment Management's APD Position: Q1 2026 in Review

Essex Investment Management reduced its Air Products & Chemicals (APD) stake by 27% in Q1 2026, selling an estimated $266K and leaving 2,567 shares worth $746K. The position accounts for 0.12% of the portfolio, ranked #155.

Essex Investment Management first reported a position in APD in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.33M in Q4 2022. 1,781 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Essex Investment Management held 2,567 shares of Air Products & Chemicals worth $746K as of Q1 2026.
  • Essex Investment Management sold 966 Air Products & Chemicals shares in Q1 2026, an estimated $266K.
  • Air Products & Chemicals made up 0.12% of Essex Investment Management's portfolio in Q1 2026, its #155 holding.
  • Essex Investment Management first reported a position in Air Products & Chemicals in Q4 2018 and has held it in 30 quarters since.
  • Essex Investment Management's Air Products & Chemicals position peaked at $3.33M in Q4 2022.
  • 1,781 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.