J.M. Forbes & Co’s Air Products & Chemicals APD Stock Holding History

J.M. Forbes & Co’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	$900K	Hold	3,070	–	–	0.07%	81
2026 Q1	$892K	Sell	3,070 -50	-2%	-$13.8K	0.08%	83
2025 Q4	$771K	Hold	3,120	–	–	0.06%	89
2025 Q3	$851K	Hold	3,120	–	–	0.07%	85
2025 Q2	$880K	Hold	3,120	–	–	0.08%	83
2025 Q1	$920K	Hold	3,120	–	–	0.09%	83
2024 Q4	$905K	Hold	3,120	–	–	0.09%	84
2024 Q3	$929K	Hold	3,120	–	–	0.09%	82
2024 Q2	$805K	Hold	3,120	–	–	0.08%	83
2024 Q1	$756K	Hold	3,120	–	–	0.08%	85
2023 Q4	$854K	Hold	3,120	–	–	0.1%	81
2023 Q3	$884K	Hold	3,120	–	–	0.11%	79
2023 Q2	$935K	Hold	3,120	–	–	0.12%	78
2023 Q1	$896K	Hold	3,120	–	–	0.12%	61
2022 Q4	$962K	Hold	3,120	–	–	0.14%	56
2022 Q3	$726K	Hold	3,120	–	–	0.11%	66
2022 Q2	$750K	Sell	3,120 -10	-0.3%	-$2.43K	0.11%	66
2022 Q1	$782K	Sell	3,130 -5	-0.2%	-$1.28K	0.1%	67
2021 Q4	$954K	Hold	3,135	–	–	0.11%	63
2021 Q3	$803K	Hold	3,135	–	–	0.1%	63
2021 Q2	$902K	Sell	3,135 -5	-0.2%	-$1.47K	0.11%	59
2021 Q1	$883K	Hold	3,140	–	–	0.12%	53
2020 Q4	$858K	Hold	3,140	–	–	0.13%	52
2020 Q3	$935K	Hold	3,140	–	–	0.15%	48
2020 Q2	$758K	Hold	3,140	–	–	0.14%	48
2020 Q1	$627K	Sell	3,140 -20	-0.6%	-$4.56K	0.14%	49
2019 Q4	$742K	Hold	3,160	–	–	0.12%	64
2019 Q3	$701K	Hold	3,160	–	–	0.13%	61
2019 Q2	$715K	Hold	3,160	–	–	0.14%	58
2019 Q1	$603K	Hold	3,160	–	–	0.13%	62
2018 Q4	$506K	Sell	3,160 -30	-0.9%	-$4.75K	0.12%	65
2018 Q3	$533K	Hold	3,190	–	–	0.11%	68
2018 Q2	$497K	Hold	3,190	–	–	0.11%	72
2018 Q1	$507K	Hold	3,190	–	–	0.12%	72
2017 Q4	$523K	Hold	3,190	–	–	0.12%	72
2017 Q3	$482K	Hold	3,190	–	–	0.12%	68
2017 Q2	$456K	Hold	3,190	–	–	0.12%	68
2017 Q1	$432K	Hold	3,190	–	–	0.11%	70
2016 Q4	$458K	Sell	3,190 -258	-7%	-$36.1K	0.13%	67
2016 Q3	$480K	Hold	3,448	–	–	0.13%	64
2016 Q2	$453K	Hold	3,448	–	–	0.13%	63
2016 Q1	$459K	Hold	3,448	–	–	0.13%	60
2015 Q4	$415K	Hold	3,448	–	–	0.11%	64
2015 Q3	$406K	Hold	3,448	–	–	0.12%	63
2015 Q2	$436K	Hold	3,448	–	–	0.12%	61
2015 Q1	$483K	Sell	3,448 -33	-0.9%	-$4.57K	0.13%	62
2014 Q4	$483K	Hold	3,481	–	–	0.13%	61
2014 Q3	$419K	Sell	3,481 -216	-6%	-$26.4K	0.11%	65
2014 Q2	$439K	Hold	3,697	–	–	0.11%	66
2014 Q1	$407K	Hold	3,697	–	–	0.11%	66
2013 Q4	$382K	Hold	3,697	–	–	0.1%	70
2013 Q3	$364K	Hold	3,697	–	–	0.1%	67
2013 Q2	$313K	Buy	+3,697	New	+$311K	0.09%	66

Other funds holding APD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

J.M. Forbes & Co's APD Position: Q2 2026 in Review

J.M. Forbes & Co held its Air Products & Chemicals (APD) position steady in Q2 2026 at 3,070 shares worth $900K. The position accounts for 0.07% of the portfolio, ranked #81.

J.M. Forbes & Co first reported a position in APD in Q2 2013 and has held it in 53 quarters since. The position peaked at $962K in Q4 2022. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

J.M. Forbes & Co held 3,070 shares of Air Products & Chemicals worth $900K as of Q2 2026.
J.M. Forbes & Co left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.07% of J.M. Forbes & Co's portfolio in Q2 2026, its #81 holding.
J.M. Forbes & Co first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 53 quarters since.
J.M. Forbes & Co's Air Products & Chemicals position peaked at $962K in Q4 2022.
547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.