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Gladstone Institutional Advisory’s Air Products & Chemicals APD Stock Holding History

Gladstone Institutional Advisory’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 		$702K Buy
2,415
+91
+4% +$25.1K 0.03% 459
2025
Q4 		$574K Sell
2,324
-101
-4% -$25.6K 0.02% 472
2025
Q3 		$661K Sell
2,425
-2,143
-47% -$620K 0.03% 447
2025
Q2 		$1.29M Buy
4,568
+57
+1% +$15.6K 0.05% 308
2025
Q1 		$1.33M Sell
4,511
-267
-6% -$82.3K 0.06% 285
2024
Q4 		$1.39M Sell
4,778
-889
-16% -$279K 0.06% 284
2024
Q3 		$1.69M Sell
5,667
-602
-10% -$165K 0.08% 246
2024
Q2 		$1.62M Buy
6,269
+1
+0% +$254 0.08% 244
2024
Q1 		$1.52M Buy
6,268
+1,345
+27% +$330K 0.08% 252
2023
Q4 		$1.35M Sell
4,923
-62
-1% -$17K 0.08% 251
2023
Q3 		$1.41M Sell
4,985
-90
-2% -$26.4K 0.09% 225
2023
Q2 		$1.52M Sell
5,075
-7,106
-58% -$2.02M 0.09% 221
2023
Q1 		$3.5M Buy
12,181
+1,413
+13% +$412K 0.23% 132
2022
Q4 		$3.32M Buy
10,768
+7,327
+213% +$2.06M 0.23% 122
2022
Q3 		$801K Sell
3,441
-82
-2% -$20.3K 0.06% 309
2022
Q2 		$847K Buy
3,523
+149
+4% +$36.2K 0.07% 309
2022
Q1 		$843K Buy
3,374
+147
+5% +$37.8K 0.06% 332
2021
Q4 		$982K Buy
3,227
+1,843
+133% +$541K 0.08% 264
2021
Q3 		$355K Sell
1,384
-101
-7% -$27.9K 0.03% 401
2021
Q2 		$427K Buy
1,485
+549
+59% +$161K 0.05% 321
2021
Q1 		$263K Buy
+936
New +$254K 0.04% 345

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

Gladstone Institutional Advisory's APD Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Air Products & Chemicals (APD) stake by 3.9% in Q1 2026, buying an estimated $25.1K and bringing the position to 2,415 shares worth $702K. The position accounts for 0.03% of the portfolio, ranked #459.

Gladstone Institutional Advisory first reported a position in APD in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.5M in Q1 2023. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Gladstone Institutional Advisory held 2,415 shares of Air Products & Chemicals worth $702K as of Q1 2026.
  • Gladstone Institutional Advisory bought 91 Air Products & Chemicals shares in Q1 2026, an estimated $25.1K.
  • Air Products & Chemicals made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #459 holding.
  • Gladstone Institutional Advisory first reported a position in Air Products & Chemicals in Q1 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Air Products & Chemicals position peaked at $3.5M in Q1 2023.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.