McDaniel Terry & Co
APD icon

McDaniel Terry & Co’s Air Products & Chemicals APD Stock Holding History

McDaniel Terry & Co’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
Q3 		$19.1M Buy
68,641
+2,398
+4% +$713K 1.43% 24
2026
Q2 		$19.4M Buy
66,243
+866
+1% +$252K 1.52% 22
2026
Q1 		$19M Buy
65,377
+2,885
+5% +$795K 1.61% 21
2025
Q4 		$15.4M Sell
62,492
-2,164
-3% -$549K 1.34% 27
2025
Q3 		$17.6M Buy
64,656
+375
+0.6% +$109K 1.42% 24
2025
Q2 		$18.1M Sell
64,281
-199
-0.3% -$54.4K 1.48% 25
2025
Q1 		$19M Sell
64,480
-841
-1% -$259K 1.66% 25
2024
Q4 		$18.9M Buy
65,321
+630
+1% +$198K 1.55% 27
2024
Q3 		$19.3M Buy
64,691
+1,688
+3% +$462K 1.61% 28
2024
Q2 		$16.3M Buy
63,003
+1,961
+3% +$497K 1.42% 29
2024
Q1 		$14.8M Buy
61,042
+355
+0.6% +$87K 1.32% 30
2023
Q4 		$16.6M Buy
60,687
+877
+1% +$241K 1.59% 28
2023
Q3 		$17M Buy
59,810
+1,617
+3% +$474K 1.77% 27
2023
Q2 		$17.4M Sell
58,193
-27
-0% -$7.69K 1.77% 27
2023
Q1 		$16.7M Buy
58,220
+539
+0.9% +$157K 1.82% 27
2022
Q4 		$17.8M Buy
57,681
+258
+0.4% +$72.7K 2.07% 22
2022
Q3 		$13.4M Buy
57,423
+1,187
+2% +$294K 1.73% 26
2022
Q2 		$13.5M Buy
56,236
+3,227
+6% +$785K 1.67% 25
2022
Q1 		$13.2M Buy
53,009
+4,996
+10% +$1.28M 1.43% 28
2021
Q4 		$14.6M Buy
48,013
+2,582
+6% +$758K 1.46% 30
2021
Q3 		$11.6M Buy
45,431
+3,728
+9% +$1.03M 1.36% 30
2021
Q2 		$12M Buy
41,703
+1,715
+4% +$503K 1.38% 30
2021
Q1 		$11.2M Buy
39,988
+1,354
+4% +$368K 1.38% 30
2020
Q4 		$10.6M Buy
38,634
+2,291
+6% +$645K 1.34% 30
2020
Q3 		$10.8M Buy
36,343
+3,604
+11% +$1.04M 1.53% 28
2020
Q2 		$7.9M Buy
+32,739
New +$7.47M 1.2% 30

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

McDaniel Terry & Co's APD Position: Q3 2026 in Review

McDaniel Terry & Co increased its Air Products & Chemicals (APD) stake by 3.6% in Q3 2026, buying an estimated $713K and bringing the position to 68,641 shares worth $19.1M. The position accounts for 1.43% of the portfolio, ranked #24.

McDaniel Terry & Co first reported a position in APD in Q2 2020 and has held it in 26 quarters since. The position peaked at $19.4M in Q2 2026. 1,003 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • McDaniel Terry & Co held 68,641 shares of Air Products & Chemicals worth $19.1M as of Q3 2026.
  • McDaniel Terry & Co bought 2,398 Air Products & Chemicals shares in Q3 2026, an estimated $713K.
  • Air Products & Chemicals made up 1.43% of McDaniel Terry & Co's portfolio in Q3 2026, its #24 holding.
  • McDaniel Terry & Co first reported a position in Air Products & Chemicals in Q2 2020 and has held it in 26 quarters since.
  • McDaniel Terry & Co's Air Products & Chemicals position peaked at $19.4M in Q2 2026.
  • 1,003 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on McDaniel Terry & Co's 13F filing for Q3 2026, filed 5 Nov 2026.