Live Oak Investment Partners’s Air Products & Chemicals APD Stock Holding History

Live Oak Investment 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	$274K	Hold	942	–	–	0.16%	83
2025 Q4	$233K	Sell	942 -95	-9%	-$24.1K	0.14%	80
2025 Q3	$283K	Hold	1,037	–	–	0.19%	73
2025 Q2	$292K	Sell	1,037 -10	-1%	-$2.74K	0.22%	74
2025 Q1	$309K	Buy	+1,047	New	+$323K	0.24%	77
2024 Q4	–	Hold	0	–	–	–	75
2024 Q3	–	Hold	0	–	–	–	71
2024 Q2	–	Hold	0	–	–	–	73
2023 Q4	–	Hold	0	–	–	–	72
2023 Q3	–	Hold	0	–	–	–	74
2023 Q2	–	Hold	0	–	–	–	68
2023 Q1	–	Hold	0	–	–	–	68
2022 Q4	–	Hold	0	–	–	–	65

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

Live Oak Investment Partners's APD Position: Q1 2026 in Review

Live Oak Investment Partners held its Air Products & Chemicals (APD) position steady in Q1 2026 at 942 shares worth $274K. The position accounts for 0.16% of the portfolio, ranked #83.

Live Oak Investment Partners first reported a position in APD in Q1 2025 and has held it in 5 quarters since. The position peaked at $309K in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Live Oak Investment Partners held 942 shares of Air Products & Chemicals worth $274K as of Q1 2026.
Live Oak Investment Partners left its Air Products & Chemicals share count unchanged in Q1 2026.
Air Products & Chemicals made up 0.16% of Live Oak Investment Partners's portfolio in Q1 2026, its #83 holding.
Live Oak Investment Partners first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 5 quarters since.
Live Oak Investment Partners's Air Products & Chemicals position peaked at $309K in Q1 2025.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.