Evermay Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $709K | Buy |
2,442
+223
| +10% | +$61.5K | 0.08% | 106 |
|
|
2025
Q4 | $548K | Sell |
2,219
-38
| -2% | -$9.63K | 0.06% | 118 |
|
|
2025
Q3 | $616K | Sell |
2,257
-33
| -1% | -$9.55K | 0.07% | 113 |
|
|
2025
Q2 | $646K | Buy |
2,290
+51
| +2% | +$14K | 0.08% | 113 |
|
|
2025
Q1 | $660K | Sell |
2,239
-317
| -12% | -$97.8K | 0.09% | 100 |
|
|
2024
Q4 | $741K | Sell |
2,556
-130
| -5% | -$40.8K | 0.11% | 100 |
|
|
2024
Q3 | $800K | Buy |
2,686
+60
| +2% | +$16.4K | 0.13% | 96 |
|
|
2024
Q2 | $678K | Sell |
2,626
-319
| -11% | -$80.9K | 0.11% | 103 |
|
|
2024
Q1 | $716K | Sell |
2,945
-117
| -4% | -$28.7K | 0.11% | 102 |
|
|
2023
Q4 | $842K | Sell |
3,062
-118
| -4% | -$32.4K | 0.16% | 71 |
|
|
2023
Q3 | $905K | Buy |
3,180
+73
| +2% | +$21.4K | 0.18% | 61 |
|
|
2023
Q2 | $934K | Sell |
3,107
-340
| -10% | -$96.8K | 0.18% | 61 |
|
|
2023
Q1 | $993K | Buy |
3,447
+180
| +6% | +$52.5K | 0.2% | 56 |
|
|
2022
Q4 | $1.01M | Sell |
3,267
-212
| -6% | -$59.7K | 0.21% | 55 |
|
|
2022
Q3 | $813K | Buy |
3,479
+74
| +2% | +$18.3K | 0.16% | 67 |
|
|
2022
Q2 | $822K | Buy |
3,405
+18
| +0.5% | +$4.38K | 0.16% | 62 |
|
|
2022
Q1 | $847K | Buy |
3,387
+1,025
| +43% | +$263K | 0.14% | 72 |
|
|
2021
Q4 | $719K | Buy |
2,362
+260
| +12% | +$76.3K | 0.13% | 65 |
|
|
2021
Q3 | $538K | Sell |
2,102
-1,042
| -33% | -$288K | 0.1% | 83 |
|
|
2021
Q2 | $904K | Sell |
3,144
-105
| -3% | -$30.8K | 0.17% | 59 |
|
|
2021
Q1 | $914K | Buy |
3,249
+733
| +29% | +$199K | 0.18% | 54 |
|
|
2020
Q4 | $687K | Buy |
2,516
+210
| +9% | +$59.1K | 0.15% | 65 |
|
|
2020
Q3 | $687K | Hold |
2,306
| – | – | 0.17% | 65 |
|
|
2020
Q2 | $557K | Sell |
2,306
-100
| -4% | -$22.8K | 0.15% | 72 |
|
|
2020
Q1 | $480K | Buy |
2,406
+680
| +39% | +$155K | 0.15% | 69 |
|
|
2019
Q4 | $406K | Buy |
1,726
+260
| +18% | +$58.7K | 0.1% | 101 |
|
|
2019
Q3 | $325K | Hold |
1,466
| – | – | 0.09% | 107 |
|
|
2019
Q2 | $332K | Sell |
1,466
-6
| -0.4% | -$1.24K | 0.09% | 106 |
|
|
2019
Q1 | $281K | Buy |
1,472
+50
| +4% | +$8.61K | 0.08% | 116 |
|
|
2018
Q4 | $228K | Buy |
1,422
+6
| +0.4% | +$951 | 0.07% | 121 |
|
|
2018
Q3 | $237K | Buy |
+1,416
| New | +$231K | 0.07% | 129 |
|
|
2018
Q1 | – | Sell |
-1,676
| Closed | -$275K | – | 135 |
|
|
2017
Q4 | $275K | Hold |
1,676
| – | – | 0.1% | 108 |
|
|
2017
Q3 | $253K | Hold |
1,676
| – | – | 0.11% | 85 |
|
|
2017
Q2 | $240K | Hold |
1,676
| – | – | 0.11% | 81 |
|
|
2017
Q1 | $227K | Buy |
+1,676
| New | +$236K | 0.1% | 88 |
|
Other funds holding APD
VCM
VPM
Evermay Wealth Management's APD Position: Q1 2026 in Review
Evermay Wealth Management increased its Air Products & Chemicals (APD) stake by 10% in Q1 2026, buying an estimated $61.5K and bringing the position to 2,442 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #106.
Evermay Wealth Management first reported a position in APD in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.01M in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.
- Evermay Wealth Management held 2,442 shares of Air Products & Chemicals worth $709K as of Q1 2026.
- Evermay Wealth Management bought 223 Air Products & Chemicals shares in Q1 2026, an estimated $61.5K.
- Air Products & Chemicals made up 0.08% of Evermay Wealth Management's portfolio in Q1 2026, its #106 holding.
- Evermay Wealth Management first reported a position in Air Products & Chemicals in Q1 2017 and has held it in 35 quarters since.
- Evermay Wealth Management's Air Products & Chemicals position peaked at $1.01M in Q4 2022.
- 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.