FIDELIS iM’s Air Products & Chemicals APD Stock Holding History

FIDELIS iM’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 Q3	$213K	Buy	765 +5	+0.7%	+$1.49K	0.07%	34
2026 Q2	$223K	Buy	760 +4	+0.5%	+$1.16K	0.08%	26
2026 Q1	$220K	Buy	+756	New	+$208K	0.08%	25
2025 Q3	–	Sell	-741	Closed	-$209K	–	19
2025 Q2	$209K	Buy	741 +5	+0.7%	+$1.37K	0.09%	21
2025 Q1	$217K	Buy	736 +4	+0.5%	+$1.23K	0.1%	21
2024 Q4	$212K	Buy	732 +4	+0.5%	+$1.26K	0.1%	21
2024 Q3	$216K	Buy	+728	New	+$199K	0.1%	21
2023 Q4	–	Sell	-708	Closed	-$201K	–	17
2023 Q3	$201K	Buy	708 +4	+0.6%	+$1.17K	0.12%	17
2023 Q2	$211K	Buy	704 +4	+0.6%	+$1.14K	0.12%	18
2023 Q1	$201K	Buy	700 +5	+0.7%	+$1.46K	0.12%	18
2022 Q4	$214K	Buy	+695	New	+$196K	0.14%	22
2022 Q1	–	Sell	-678	Closed	-$206K	–	24
2021 Q4	$206K	Buy	+678	New	+$199K	0.12%	20

Other funds holding APD

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

FIDELIS iM's APD Position: Q3 2026 in Review

FIDELIS iM increased its Air Products & Chemicals (APD) stake by 0.66% in Q3 2026, buying an estimated $1.49K and bringing the position to 765 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #34.

FIDELIS iM first reported a position in APD in Q4 2021 and has held it in 12 quarters since. The position peaked at $223K in Q2 2026. 500 funds tracked by Wall St. Rank hold APD as of Q3 2026.

FIDELIS iM held 765 shares of Air Products & Chemicals worth $213K as of Q3 2026.
FIDELIS iM bought 5 Air Products & Chemicals shares in Q3 2026, an estimated $1.49K.
Air Products & Chemicals made up 0.07% of FIDELIS iM's portfolio in Q3 2026, its #34 holding.
FIDELIS iM first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 12 quarters since.
FIDELIS iM's Air Products & Chemicals position peaked at $223K in Q2 2026.
500 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on FIDELIS iM's 13F filing for Q3 2026, filed 16 Oct 2026.