Klingman & Associates’s Air Products & Chemicals APD Stock Holding History

Klingman & Associates’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 Q3	$385K	Buy	1,385 +31	+2%	+$9.22K	0.02%	264
2026 Q2	$397K	Buy	1,354 +40	+3%	+$11.6K	0.02%	231
2026 Q1	$382K	Buy	1,314 +26	+2%	+$7.17K	0.02%	230
2025 Q4	$318K	Sell	1,288 -82	-6%	-$20.8K	0.02%	247
2025 Q3	$374K	Sell	1,370 -11	-0.8%	-$3.18K	0.02%	228
2025 Q2	$390K	Buy	1,381 +49	+4%	+$13.4K	0.02%	205
2025 Q1	$393K	Buy	1,332 +558	+72%	+$172K	0.02%	185
2024 Q4	$224K	Sell	774 -60	-7%	-$18.8K	0.01%	240
2024 Q3	$248K	Buy	834 +9	+1%	+$2.46K	0.02%	241
2024 Q2	$213K	Buy	+825	New	+$209K	0.01%	236
2022 Q1	–	Sell	-663	Closed	-$202K	–	205
2021 Q4	$202K	Buy	+663	New	+$195K	0.02%	178

Other funds holding APD

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Klingman & Associates's APD Position: Q3 2026 in Review

Klingman & Associates increased its Air Products & Chemicals (APD) stake by 2.3% in Q3 2026, buying an estimated $9.22K and bringing the position to 1,385 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #264.

Klingman & Associates first reported a position in APD in Q4 2021 and has held it in 11 quarters since. The position peaked at $397K in Q2 2026. 463 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Klingman & Associates held 1,385 shares of Air Products & Chemicals worth $385K as of Q3 2026.
Klingman & Associates bought 31 Air Products & Chemicals shares in Q3 2026, an estimated $9.22K.
Air Products & Chemicals made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #264 holding.
Klingman & Associates first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 11 quarters since.
Klingman & Associates's Air Products & Chemicals position peaked at $397K in Q2 2026.
463 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.