EWM
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Evercore Wealth Management’s Air Products & Chemicals APD Stock Holding History

Evercore Wealth 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 		$431K Hold
1,482
– – 0.01% 303
2025
Q4 		$366K Sell
1,482
-30
-2% -$7.61K 0.01% 325
2025
Q3 		$412K Sell
1,512
-27
-2% -$7.82K 0.01% 312
2025
Q2 		$434K Sell
1,539
-120
-7% -$32.8K 0.01% 299
2025
Q1 		$489K Sell
1,659
-26
-2% -$8.02K 0.01% 279
2024
Q4 		$489K Hold
1,685
– – 0.01% 278
2024
Q3 		$502K Hold
1,685
– – 0.01% 279
2024
Q2 		$435K Sell
1,685
-42
-2% -$10.7K 0.01% 290
2024
Q1 		$418K Sell
1,727
-43
-2% -$10.5K 0.01% 301
2023
Q4 		$485K Sell
1,770
-14
-0.8% -$3.85K 0.01% 285
2023
Q3 		$506K Buy
1,784
+11
+0.6% +$3.23K 0.01% 270
2023
Q2 		$531K Sell
1,773
-509
-22% -$145K 0.01% 274
2023
Q1 		$655K Sell
2,282
-256
-10% -$74.7K 0.01% 247
2022
Q4 		$782K Buy
2,538
+2
+0.1% +$564 0.02% 233
2022
Q3 		$591K Buy
2,536
+109
+4% +$27K 0.01% 244
2022
Q2 		$584K Hold
2,427
– – 0.01% 251
2022
Q1 		$606K Sell
2,427
-20
-0.8% -$5.14K 0.01% 263
2021
Q4 		$744K Sell
2,447
-17
-0.7% -$4.99K 0.01% 252
2021
Q3 		$631K Sell
2,464
-23
-0.9% -$6.36K 0.01% 261
2021
Q2 		$716K Sell
2,487
-1
-0% -$294 0.01% 258
2021
Q1 		$700K Sell
2,488
-440
-15% -$120K 0.01% 257
2020
Q4 		$800K Buy
2,928
+109
+4% +$30.7K 0.02% 238
2020
Q3 		$840K Buy
2,819
+10
+0.4% +$2.88K 0.02% 214
2020
Q2 		$678K Sell
2,809
-177
-6% -$40.4K 0.02% 234
2020
Q1 		$596K Sell
2,986
-987
-25% -$225K 0.02% 224
2019
Q4 		$934K Sell
3,973
-192
-5% -$43.3K 0.03% 210
2019
Q3 		$924K Buy
4,165
+383
+10% +$86.2K 0.03% 213
2019
Q2 		$856K Buy
3,782
+550
+17% +$114K 0.03% 223
2019
Q1 		$617K Buy
3,232
+542
+20% +$93.3K 0.02% 248
2018
Q4 		$431K Buy
2,690
+54
+2% +$8.56K 0.02% 262
2018
Q3 		$440K Buy
2,636
+9
+0.3% +$1.47K 0.01% 291
2018
Q2 		$409K Buy
2,627
+400
+18% +$65.4K 0.01% 289
2018
Q1 		$354K Sell
2,227
-1,100
-33% -$181K 0.01% 280
2017
Q4 		$546K Sell
3,327
-37
-1% -$5.89K 0.02% 245
2017
Q3 		$509K Sell
3,364
-50
-1% -$7.33K 0.02% 249
2017
Q2 		$488K Buy
3,414
+1,188
+53% +$169K 0.02% 256
2017
Q1 		$301K Sell
2,226
-90
-4% -$12.7K 0.01% 319
2016
Q4 		$333K Sell
2,316
-136
-6% -$19K 0.01% 299
2016
Q3 		$341K Sell
2,452
-610
-20% -$84.6K 0.01% 295
2016
Q2 		$402K Buy
3,062
+74
+2% +$9.86K 0.02% 267
2016
Q1 		$398K Sell
2,988
-872
-23% -$105K 0.02% 268
2015
Q4 		$465K Buy
3,860
+844
+28% +$106K 0.02% 259
2015
Q3 		$355K Hold
3,016
– – 0.02% 306
2015
Q2 		$382K Hold
3,016
– – 0.02% 312
2015
Q1 		$422K Hold
3,016
– – 0.02% 299
2014
Q4 		$403K Hold
3,016
– – 0.02% 273
2014
Q3 		$363K Hold
3,016
– – 0.02% 309
2014
Q2 		$359K Buy
3,016
+54
+2% +$6.02K 0.02% 313
2014
Q1 		$326K Hold
2,962
– – 0.02% 312
2013
Q4 		$306K Sell
2,962
-2,567
-46% -$259K 0.02% 326
2013
Q3 		$546K Sell
5,529
-382
-6% -$36.3K 0.03% 267
2013
Q2 		$500K Buy
+5,911
New +$497K 0.03% 279

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

Evercore Wealth Management's APD Position: Q1 2026 in Review

Evercore Wealth Management held its Air Products & Chemicals (APD) position steady in Q1 2026 at 1,482 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #303.

Evercore Wealth Management first reported a position in APD in Q2 2013 and has held it in 52 quarters since. The position peaked at $934K in Q4 2019. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Evercore Wealth Management held 1,482 shares of Air Products & Chemicals worth $431K as of Q1 2026.
  • Evercore Wealth Management left its Air Products & Chemicals share count unchanged in Q1 2026.
  • Air Products & Chemicals made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #303 holding.
  • Evercore Wealth Management first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Air Products & Chemicals position peaked at $934K in Q4 2019.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.