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Marshall Investment Management’s Air Products & Chemicals APD Stock Holding History

Marshall Investment 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 		$5.86K Hold
20
– – ﹤0.01% 258
2026
Q1 		$5.81K Buy
+20
New +$5.51K ﹤0.01% 216
2025
Q2 		– Sell
-20
Closed -$5.9K – 32
2025
Q1 		$5.9K Buy
+20
New +$6.17K ﹤0.01% 178

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall Investment Management's APD Position: Q2 2026 in Review

Marshall Investment Management held its Air Products & Chemicals (APD) position steady in Q2 2026 at 20 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Marshall Investment Management first reported a position in APD in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.9K in Q1 2025. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Marshall Investment Management held 20 shares of Air Products & Chemicals worth $5.86K as of Q2 2026.
  • Marshall Investment Management left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #258 holding.
  • Marshall Investment Management first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's Air Products & Chemicals position peaked at $5.9K in Q1 2025.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.