Herold Advisors’s Air Products & Chemicals APD Stock Holding History

Herold Advisors’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	$779K	Hold	2,680	–	–	0.17%	130
2025 Q4	$662K	Sell	2,680 -128	-5%	-$32.4K	0.15%	146
2025 Q3	$766K	Buy	2,808 +726	+35%	+$210K	0.18%	132
2025 Q2	$587K	Sell	2,082 -844	-29%	-$231K	0.12%	172
2025 Q1	$863K	Sell	2,926 -1,837	-39%	-$567K	0.19%	128
2024 Q4	$1.38M	Buy	4,763 +76	+2%	+$23.9K	0.3%	88
2024 Q3	$1.4M	Buy	4,687 +23	+0.5%	+$6.29K	0.3%	89
2024 Q2	$1.2M	Sell	4,664 -1,379	-23%	-$350K	0.28%	108
2024 Q1	$1.46M	Buy	6,043 +1,196	+25%	+$293K	0.35%	76
2023 Q4	$1.33M	Sell	4,847 -200	-4%	-$55K	0.37%	80
2023 Q3	$1.43M	Buy	5,047 +2,762	+121%	+$810K	0.44%	65
2023 Q2	$684K	Buy	2,285 +35	+2%	+$9.97K	0.21%	127
2023 Q1	$646K	Sell	2,250 -275	-11%	-$80.3K	0.22%	114
2022 Q4	$778K	Hold	2,525	–	–	0.33%	92
2022 Q3	$587K	Hold	2,525	–	–	0.28%	98
2022 Q2	$607K	Hold	2,525	–	–	0.27%	105
2022 Q1	$631K	Hold	2,525	–	–	0.22%	110
2021 Q4	$768K	Hold	2,525	–	–	0.3%	101
2021 Q3	$646K	Buy	+2,525	New	+$698K	0.25%	107

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

Herold Advisors's APD Position: Q1 2026 in Review

Herold Advisors held its Air Products & Chemicals (APD) position steady in Q1 2026 at 2,680 shares worth $779K. The position accounts for 0.17% of the portfolio, ranked #130.

Herold Advisors first reported a position in APD in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q1 2024. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Herold Advisors held 2,680 shares of Air Products & Chemicals worth $779K as of Q1 2026.
Herold Advisors left its Air Products & Chemicals share count unchanged in Q1 2026.
Air Products & Chemicals made up 0.17% of Herold Advisors's portfolio in Q1 2026, its #130 holding.
Herold Advisors first reported a position in Air Products & Chemicals in Q3 2021 and has held it in 19 quarters since.
Herold Advisors's Air Products & Chemicals position peaked at $1.46M in Q1 2024.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.