Jacobson & Schmitt Advisors’s Air Products & Chemicals APD Stock Holding History

Jacobson & Schmitt 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	$217K	Sell	739 -31	-4%	-$9.02K	0.04%	81
2026 Q1	$224K	Buy	+770	New	+$212K	0.04%	74
2025 Q4	–	Sell	-766	Closed	-$209K	–	73
2025 Q3	$209K	Sell	766 -34	-4%	-$9.84K	0.04%	86
2025 Q2	$226K	Buy	+800	New	+$219K	0.04%	67
2025 Q1	–	Sell	-800	Closed	-$232K	–	47
2024 Q4	$232K	Hold	800	–	–	0.04%	74
2024 Q3	$238K	Hold	800	–	–	0.05%	66
2024 Q2	$206K	Buy	+800	New	+$203K	0.05%	71
2024 Q1	–	Sell	-800	Closed	-$219K	–	48
2023 Q4	$219K	Sell	800 -60	-7%	-$16.5K	0.06%	66
2023 Q3	$244K	Buy	860 +60	+8%	+$17.6K	0.07%	56
2023 Q2	$240K	Hold	800	–	–	0.07%	56
2023 Q1	$230K	Buy	+800	New	+$233K	0.07%	57
2022 Q2	–	Sell	-800	Closed	-$200K	–	57
2022 Q1	$200K	Hold	800	–	–	0.05%	63
2021 Q4	$243K	Buy	+800	New	+$235K	0.06%	56

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

Jacobson & Schmitt Advisors's APD Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its Air Products & Chemicals (APD) stake by 4% in Q2 2026, selling an estimated $9.02K and leaving 739 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #81.

Jacobson & Schmitt Advisors first reported a position in APD in Q4 2021 and has held it in 13 quarters since. The position peaked at $244K in Q3 2023. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Jacobson & Schmitt Advisors held 739 shares of Air Products & Chemicals worth $217K as of Q2 2026.
Jacobson & Schmitt Advisors sold 31 Air Products & Chemicals shares in Q2 2026, an estimated $9.02K.
Air Products & Chemicals made up 0.04% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #81 holding.
Jacobson & Schmitt Advisors first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 13 quarters since.
Jacobson & Schmitt Advisors's Air Products & Chemicals position peaked at $244K in Q3 2023.
547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.