LVM Capital Management’s Air Products & Chemicals APD Stock Holding History

LVM Capital Management’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	$363K	Hold	1,237	–	–	0.03%	129
2026 Q1	$359K	Buy	1,237 +105	+9%	+$29K	0.03%	121
2025 Q4	$280K	Hold	1,132	–	–	0.03%	134
2025 Q3	$309K	Hold	1,132	–	–	0.03%	131
2025 Q2	$319K	Hold	1,132	–	–	0.03%	128
2025 Q1	$334K	Hold	1,132	–	–	0.04%	124
2024 Q4	$328K	Buy	1,132 +60	+6%	+$18.8K	0.04%	128
2024 Q3	$277K	Hold	1,072	–	–	0.03%	131
2024 Q2	$277K	Buy	1,072 +212	+25%	+$53.8K	0.03%	131
2024 Q1	$208K	Hold	860	–	–	0.02%	131
2023 Q4	$235K	Hold	860	–	–	0.03%	134
2023 Q3	$244K	Sell	860 -131	-13%	-$38.4K	0.03%	127
2023 Q2	$297K	Sell	991 -70	-7%	-$19.9K	0.04%	120
2023 Q1	$305K	Hold	1,061	–	–	0.04%	117
2022 Q4	$327K	Hold	1,061	–	–	0.05%	106
2022 Q3	$247K	Sell	1,061 -25	-2%	-$6.19K	0.04%	115
2022 Q2	$261K	Hold	1,086	–	–	0.04%	114
2022 Q1	$271K	Buy	1,086 +40	+4%	+$10.3K	0.04%	119
2021 Q4	$318K	Sell	1,046 -150	-13%	-$44K	0.04%	103
2021 Q3	$306K	Hold	1,196	–	–	0.05%	102
2021 Q2	$344K	Hold	1,196	–	–	0.05%	96
2021 Q1	$336K	Hold	1,196	–	–	0.05%	95
2020 Q4	$327K	Hold	1,196	–	–	0.06%	92
2020 Q3	$356K	Hold	1,196	–	–	0.07%	80
2020 Q2	$289K	Hold	1,196	–	–	0.06%	86
2020 Q1	$239K	Hold	1,196	–	–	0.06%	88
2019 Q4	$281K	Buy	1,196 +13	+1%	+$2.93K	0.06%	92
2019 Q3	$262K	Hold	1,183	–	–	0.06%	97
2019 Q2	$268K	Hold	1,183	–	–	0.06%	93
2019 Q1	$226K	Buy	+1,183	New	+$204K	0.05%	101
2017 Q1	–	Sell	-1,417	Closed	-$204K	–	116
2016 Q4	$204K	Sell	1,417 -1,123	-44%	-$157K	0.06%	112
2016 Q3	$302K	Buy	2,540 +756	+42%	+$105K	0.1%	85
2016 Q2	$234K	Hold	1,784	–	–	0.07%	101
2016 Q1	$238K	Hold	1,784	–	–	0.08%	98
2015 Q4	$215K	Hold	1,784	–	–	0.08%	101
2015 Q3	$211K	Hold	1,784	–	–	0.08%	98
2015 Q2	$226K	Hold	1,784	–	–	0.08%	100
2015 Q1	$250K	Hold	1,784	–	–	0.08%	95
2014 Q4	$238K	Sell	1,784 -756	-30%	-$95.6K	0.08%	98
2014 Q3	$306K	Hold	2,540	–	–	0.1%	83
2014 Q2	$302K	Hold	2,540	–	–	0.1%	85
2014 Q1	$280K	Hold	2,540	–	–	0.1%	87
2013 Q4	$263K	Hold	2,540	–	–	0.09%	95
2013 Q3	$250K	Sell	2,540 -4,324	-63%	-$411K	0.09%	92
2013 Q2	$581K	Buy	+6,864	New	+$577K	0.23%	55

Other funds holding APD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

LVM Capital Management's APD Position: Q2 2026 in Review

LVM Capital Management held its Air Products & Chemicals (APD) position steady in Q2 2026 at 1,237 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #129.

LVM Capital Management first reported a position in APD in Q2 2013 and has held it in 45 quarters since. The position peaked at $581K in Q2 2013. 801 funds tracked by Wall St. Rank hold APD as of Q2 2026.

LVM Capital Management held 1,237 shares of Air Products & Chemicals worth $363K as of Q2 2026.
LVM Capital Management left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.03% of LVM Capital Management's portfolio in Q2 2026, its #129 holding.
LVM Capital Management first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 45 quarters since.
LVM Capital Management's Air Products & Chemicals position peaked at $581K in Q2 2013.
801 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.