Kovitz Investment Group Partners
APD icon

Kovitz Investment Group Partners’s Air Products & Chemicals APD Stock Holding History

Kovitz Investment Group Partners’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 		$252K Sell
867
-43
-5% -$11.9K 0.01% 460
2025
Q4 		$225K Sell
910
-55,400
-98% -$14M 0.01% 455
2025
Q3 		$15.4M Sell
56,310
-3,428
-6% -$992K 0.06% 254
2025
Q2 		$16.8M Sell
59,738
-305
-0.5% -$83.5K 0.07% 223
2025
Q1 		$17.7M Sell
60,043
-371
-0.6% -$114K 0.09% 190
2024
Q4 		$17.5M Buy
60,414
+1,065
+2% +$334K 0.09% 192
2024
Q3 		$16.7M Buy
59,349
+20,687
+54% +$5.66M 0.12% 159
2024
Q2 		$9.98M Sell
38,662
-1,217
-3% -$309K 0.09% 177
2024
Q1 		$9.66M Buy
39,879
+11,957
+43% +$2.93M 0.12% 121
2023
Q4 		$7.65M Buy
27,922
+54
+0.2% +$14.8K 0.13% 93
2023
Q3 		$7.9M Sell
27,868
-210
-0.7% -$61.6K 0.14% 87
2023
Q2 		$8.41M Sell
28,078
-172
-0.6% -$49K 0.12% 84
2023
Q1 		$8.11M Buy
28,250
+567
+2% +$165K 0.14% 92
2022
Q4 		$8.53M Sell
27,683
-271
-1% -$76.4K 0.17% 85
2022
Q3 		$6.51M Buy
27,954
+86
+0.3% +$21.3K 0.15% 95
2022
Q2 		$6.7M Buy
27,868
+685
+3% +$167K 0.15% 104
2022
Q1 		$6.79M Buy
+27,183
New +$6.99M 0.13% 117
2021
Q4 		– Sell
-24,724
Closed -$6.33M – 404
2021
Q3 		$6.33M Buy
24,724
+720
+3% +$199K 0.13% 120
2021
Q2 		$6.91M Sell
24,004
-225
-0.9% -$66K 0.14% 114
2021
Q1 		$6.82M Buy
+24,229
New +$6.59M 0.16% 98

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's APD Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Air Products & Chemicals (APD) stake by 4.7% in Q1 2026, selling an estimated $11.9K and leaving 867 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #460.

Kovitz Investment Group Partners first reported a position in APD in Q1 2021 and has held it in 20 quarters since. The position peaked at $17.7M in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Kovitz Investment Group Partners held 867 shares of Air Products & Chemicals worth $252K as of Q1 2026.
  • Kovitz Investment Group Partners sold 43 Air Products & Chemicals shares in Q1 2026, an estimated $11.9K.
  • Air Products & Chemicals made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #460 holding.
  • Kovitz Investment Group Partners first reported a position in Air Products & Chemicals in Q1 2021 and has held it in 20 quarters since.
  • Kovitz Investment Group Partners's Air Products & Chemicals position peaked at $17.7M in Q1 2025.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.