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

Evelyn Partners 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	$1.12M	Sell	3,861 -479	-11%	-$132K	0.03%	128
2025 Q4	$1.07M	Sell	4,340 -784	-15%	-$199K	0.03%	130
2025 Q3	$1.4M	Sell	5,124 -399	-7%	-$116K	0.04%	121
2025 Q2	$1.56M	Sell	5,523 -542	-9%	-$148K	0.05%	116
2025 Q1	$1.79M	Sell	6,065 -5,097	-46%	-$1.57M	0.06%	106
2024 Q4	$3.24M	Buy	+11,162	New	+$3.51M	0.11%	82

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Air Products & Chemicals (APD) stake by 11% in Q1 2026, selling an estimated $132K and leaving 3,861 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #128.

Evelyn Partners Investment Management first reported a position in APD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.24M in Q4 2024. 1,776 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Evelyn Partners Investment Management held 3,861 shares of Air Products & Chemicals worth $1.12M as of Q1 2026.
Evelyn Partners Investment Management sold 479 Air Products & Chemicals shares in Q1 2026, an estimated $132K.
Air Products & Chemicals made up 0.03% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #128 holding.
Evelyn Partners Investment Management first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Air Products & Chemicals position peaked at $3.24M in Q4 2024.
1,776 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

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