MAM
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return