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Evelyn Partners Investment Management Services’s Air Products & Chemicals APD Stock Holding History

Evelyn Partners Investment Management 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 		$318K Hold
1,095
– – 0.04% 116
2025
Q4 		$270K Sell
1,095
-3,536
-76% -$896K 0.03% 121
2025
Q3 		$1.26M Buy
4,631
+514
+12% +$149K 0.17% 76
2025
Q2 		$1.16M Sell
4,117
-5
-0.1% -$1.37K 0.17% 74
2025
Q1 		$1.22M Sell
4,122
-122
-3% -$37.6K 0.2% 73
2024
Q4 		$1.23M Buy
+4,244
New +$1.33M 0.21% 68

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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

Evelyn Partners Investment Management Services's APD Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Air Products & Chemicals (APD) position steady in Q1 2026 at 1,095 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #116.

Evelyn Partners Investment Management Services first reported a position in APD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2025. 1,776 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Evelyn Partners Investment Management Services held 1,095 shares of Air Products & Chemicals worth $318K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Air Products & Chemicals share count unchanged in Q1 2026.
  • Air Products & Chemicals made up 0.04% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #116 holding.
  • Evelyn Partners Investment Management Services first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Air Products & Chemicals position peaked at $1.26M in Q3 2025.
  • 1,776 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.