IMS Capital Management’s Air Products & Chemicals APD Stock Holding History

IMS Capital Management’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
2024 Q1	–	Sell	-925	Closed	-$253K	–	145
2023 Q4	$253K	Buy	+925	New	+$254K	0.12%	126
2022 Q4	–	Sell	-971	Closed	-$226K	–	139
2022 Q3	$226K	Buy	+971	New	+$240K	0.16%	122
2022 Q2	–	Sell	-1,100	Closed	-$275K	–	138
2022 Q1	$275K	Buy	+1,100	New	+$283K	0.14%	125
2021 Q1	–	Sell	-965	Closed	-$264K	–	126
2020 Q4	$264K	Buy	+965	New	+$272K	0.16%	104
2018 Q4	–	Sell	-50	Closed	-$8K	–	133
2018 Q3	$8K	Sell	50 -890	-95%	-$145K	0.01%	328
2018 Q2	$146K	Buy	+940	New	+$154K	0.09%	146
2017 Q3	–	Sell	-900	Closed	-$129K	–	145
2017 Q2	$129K	Buy	+900	New	+$128K	0.12%	144

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMS Capital Management's APD Position: Q1 2024 in Review

IMS Capital Management sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 925 shares — an estimated $253K sold.

IMS Capital Management first reported a position in APD in Q2 2017 and held it in 7 quarters. The position peaked at $275K in Q1 2022. 1,658 funds tracked by Wall St. Rank hold APD as of Q1 2024.

IMS Capital Management reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
IMS Capital Management sold 925 Air Products & Chemicals shares in Q1 2024, an estimated $253K.
IMS Capital Management first reported a position in Air Products & Chemicals in Q2 2017 and held it in 7 quarters.
IMS Capital Management's Air Products & Chemicals position peaked at $275K in Q1 2022.
1,658 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on IMS Capital Management's 13F filing for Q1 2024, filed 13 Jun 2024.