HA
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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
Q2 		$772K Sell
2,630
-50
-2% -$14.5K 0.15% 144
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Herold Advisors's APD Position: Q2 2026 in Review

Herold Advisors reduced its Air Products & Chemicals (APD) stake by 1.9% in Q2 2026, selling an estimated $14.5K and leaving 2,630 shares worth $772K. The position accounts for 0.15% of the portfolio, ranked #144.

Herold Advisors first reported a position in APD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q1 2024. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Herold Advisors held 2,630 shares of Air Products & Chemicals worth $772K as of Q2 2026.
  • Herold Advisors sold 50 Air Products & Chemicals shares in Q2 2026, an estimated $14.5K.
  • Air Products & Chemicals made up 0.15% of Herold Advisors's portfolio in Q2 2026, its #144 holding.
  • Herold Advisors first reported a position in Air Products & Chemicals in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Air Products & Chemicals position peaked at $1.46M in Q1 2024.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.