IMA Advisory Services’s Air Products & Chemicals APD Stock Holding History

IMA Advisory Services’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	$163K	Hold	562	–	–	0.02%	184
2025 Q4	$139K	Hold	562	–	–	0.01%	190
2025 Q3	$153K	Hold	562	–	–	0.02%	176
2025 Q2	$159K	Buy	562 +2	+0.4%	+$547	0.02%	176
2025 Q1	$165K	Buy	+560	New	+$173K	0.02%	177
2024 Q4	–	Sell	-560	Closed	-$167K	–	175
2024 Q3	$167K	Buy	+560	New	+$153K	0.04%	142
2023 Q4	–	Sell	-595	Closed	-$169K	–	79
2023 Q3	$169K	Hold	595	–	–	0.04%	138
2023 Q2	$178K	Hold	595	–	–	0.05%	134
2023 Q1	$171K	Hold	595	–	–	0.04%	136
2022 Q4	$183K	Hold	595	–	–	0.05%	140
2022 Q3	$138K	Hold	595	–	–	0.04%	145
2022 Q2	$143K	Buy	595 +560	+1,600%	+$136K	0.04%	153
2022 Q1	$9K	Hold	35	–	–	﹤0.01%	245
2021 Q4	$11K	Hold	35	–	–	﹤0.01%	246
2021 Q3	$9K	Hold	35	–	–	﹤0.01%	237
2021 Q2	$10K	Hold	35	–	–	﹤0.01%	230
2021 Q1	$10K	Hold	35	–	–	﹤0.01%	231
2020 Q4	$10K	Hold	35	–	–	﹤0.01%	218
2020 Q3	$10K	Hold	35	–	–	﹤0.01%	210
2020 Q2	$8K	Hold	35	–	–	﹤0.01%	212
2020 Q1	$7K	Hold	35	–	–	﹤0.01%	216
2019 Q4	$8K	Hold	35	–	–	﹤0.01%	219
2019 Q3	$8K	Hold	35	–	–	﹤0.01%	219
2019 Q2	$8K	Sell	35 -100	-74%	-$20.7K	﹤0.01%	205
2019 Q1	$26K	Buy	135 +100	+286%	+$17.2K	0.01%	177
2018 Q4	$6K	Sell	35 -3	-8%	-$476	﹤0.01%	237
2018 Q3	$6K	Sell	38 -22	-37%	-$3.58K	﹤0.01%	243
2018 Q2	$9K	Buy	+60	New	+$9.81K	﹤0.01%	273

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

IMA Advisory Services's APD Position: Q1 2026 in Review

IMA Advisory Services held its Air Products & Chemicals (APD) position steady in Q1 2026 at 562 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #184.

IMA Advisory Services first reported a position in APD in Q2 2018 and has held it in 28 quarters since. The position peaked at $183K in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

IMA Advisory Services held 562 shares of Air Products & Chemicals worth $163K as of Q1 2026.
IMA Advisory Services left its Air Products & Chemicals share count unchanged in Q1 2026.
Air Products & Chemicals made up 0.02% of IMA Advisory Services's portfolio in Q1 2026, its #184 holding.
IMA Advisory Services first reported a position in Air Products & Chemicals in Q2 2018 and has held it in 28 quarters since.
IMA Advisory Services's Air Products & Chemicals position peaked at $183K in Q4 2022.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.