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Milestone Asset Management’s Air Products & Chemicals APD Stock Holding History

Milestone Asset 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
2025
Q2 		– Sell
-2,199
Closed -$649K – 204
2025
Q1 		$649K Buy
2,199
+18
+0.8% +$5.55K 0.14% 116
2024
Q4 		$633K Buy
2,181
+57
+3% +$17.9K 0.14% 137
2024
Q3 		$633K Buy
2,124
+16
+0.8% +$4.38K 0.14% 125
2024
Q2 		$544K Buy
2,108
+46
+2% +$11.7K 0.14% 125
2024
Q1 		$500K Sell
2,062
-175
-8% -$42.9K 0.14% 108
2023
Q4 		$612K Sell
2,237
-158
-7% -$43.4K 0.2% 27
2023
Q3 		$668K Sell
2,395
-139
-5% -$40.8K 0.23% 25
2023
Q2 		$759K Sell
2,534
-12
-0.5% -$3.42K 0.33% 19
2023
Q1 		$731K Buy
2,546
+198
+8% +$57.8K 0.42% 31
2022
Q4 		$725K Buy
+2,348
New +$662K 0.43% 26

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Milestone Asset Management's APD Position: Q2 2025 in Review

Milestone Asset Management sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 2,199 shares — an estimated $649K sold.

Milestone Asset Management first reported a position in APD in Q4 2022 and held it in 10 quarters. The position peaked at $759K in Q2 2023. 1,749 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Milestone Asset Management reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 2,199 Air Products & Chemicals shares in Q2 2025, an estimated $649K.
  • Milestone Asset Management first reported a position in Air Products & Chemicals in Q4 2022 and held it in 10 quarters.
  • Milestone Asset Management's Air Products & Chemicals position peaked at $759K in Q2 2023.
  • 1,749 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.