Level Four Advisory Services’s Air Products & Chemicals APD Stock Holding History

Level Four Advisory Services’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	$719K	Buy	2,476 +219	+10%	+$60.4K	0.02%	495
2025 Q4	$558K	Buy	2,257 +356	+19%	+$90.2K	0.02%	545
2025 Q3	$518K	Buy	1,901 +74	+4%	+$21.4K	0.02%	548
2025 Q2	$515K	Buy	1,827 +20	+1%	+$5.47K	0.02%	513
2025 Q1	$533K	Sell	1,807 -102	-5%	-$31.5K	0.02%	486
2024 Q4	$554K	Buy	1,909 +52	+3%	+$16.3K	0.02%	469
2024 Q3	$577K	Sell	1,857 -88	-5%	-$24.1K	0.02%	478
2024 Q2	$502K	Sell	1,945 -3,653	-65%	-$927K	0.02%	484
2024 Q1	$1.53M	Hold	5,598	–	–	0.08%	241
2023 Q4	$1.53M	Buy	5,598 +68	+1%	+$18.7K	0.09%	239
2023 Q3	$1.57M	Buy	5,530 +19	+0.3%	+$5.57K	0.1%	220
2023 Q2	$1.65M	Sell	5,511 -159	-3%	-$45.3K	0.1%	216
2023 Q1	$1.63M	Sell	5,670 -722	-11%	-$211K	0.11%	209
2022 Q4	$1.97M	Buy	6,392 +5,297	+484%	+$1.49M	0.15%	169
2022 Q3	$255K	Sell	1,095 -35	-3%	-$8.66K	0.02%	460
2022 Q2	$272K	Sell	1,130 -384	-25%	-$93.4K	0.03%	467
2022 Q1	$378K	Buy	1,514 +111	+8%	+$28.5K	0.03%	472
2021 Q4	$427K	Buy	+1,403	New	+$412K	0.03%	439
2020 Q3	–	Sell	-1,050	Closed	-$252K	–	546
2020 Q2	$252K	Buy	+1,050	New	+$240K	0.02%	489
2020 Q1	–	Sell	-1,075	Closed	-$251K	–	488
2019 Q4	$251K	Buy	+1,075	New	+$243K	0.01%	494

Other funds holding APD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Level Four Advisory Services's APD Position: Q1 2026 in Review

Level Four Advisory Services increased its Air Products & Chemicals (APD) stake by 9.7% in Q1 2026, buying an estimated $60.4K and bringing the position to 2,476 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #495.

Level Four Advisory Services first reported a position in APD in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.97M in Q4 2022. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Level Four Advisory Services held 2,476 shares of Air Products & Chemicals worth $719K as of Q1 2026.
Level Four Advisory Services bought 219 Air Products & Chemicals shares in Q1 2026, an estimated $60.4K.
Air Products & Chemicals made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #495 holding.
Level Four Advisory Services first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 20 quarters since.
Level Four Advisory Services's Air Products & Chemicals position peaked at $1.97M in Q4 2022.
1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.