Mitchell & Pahl Private Wealth
APD icon

Mitchell & Pahl Private Wealth’s Air Products & Chemicals APD Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.98M Buy
10,704
+492
+5% +$146K 1.07% 30
2026
Q2 		$2.99M Buy
10,212
+222
+2% +$64.6K 1.1% 29
2026
Q1 		$2.9M Buy
9,990
+486
+5% +$134K 1.18% 28
2025
Q4 		$2.35M Sell
9,504
-168
-2% -$42.6K 0.97% 38
2025
Q3 		$2.64M Sell
9,672
-9
-0.1% -$2.6K 1.11% 29
2025
Q2 		$2.73M Buy
9,681
+259
+3% +$70.9K 1.21% 26
2025
Q1 		$2.78M Sell
9,422
-62
-0.7% -$19.1K 1.3% 19
2024
Q4 		$2.75M Buy
9,484
+286
+3% +$89.8K 1.29% 17
2024
Q3 		$2.74M Buy
9,198
+200
+2% +$54.7K 1.28% 20
2024
Q2 		$2.32M Sell
8,998
-12
-0.1% -$3.04K 1.23% 19
2024
Q1 		$2.18M Buy
9,010
+977
+12% +$239K 1.15% 24
2023
Q4 		$2.2M Sell
8,033
-834
-9% -$229K 1.25% 19
2023
Q3 		$2.51M Buy
8,867
+280
+3% +$82.1K 1.49% 11
2023
Q2 		$2.57M Buy
8,587
+33
+0.4% +$9.4K 1.55% 12
2023
Q1 		$2.46M Buy
8,554
+3,577
+72% +$1.04M 1.54% 12
2022
Q4 		$1.53M Buy
4,977
+69
+1% +$19.4K 1.01% 33
2022
Q3 		$1.14M Buy
4,908
+326
+7% +$80.7K 0.84% 42
2022
Q2 		$1.1M Buy
4,582
+409
+10% +$99.5K 0.77% 45
2022
Q1 		$1.04M Buy
4,173
+535
+15% +$137K 0.66% 53
2021
Q4 		$1.11M Buy
3,638
+148
+4% +$43.5K 0.71% 46
2021
Q3 		$894K Buy
3,490
+74
+2% +$20.5K 0.64% 55
2021
Q2 		$983K Buy
3,416
+83
+2% +$24.4K 0.7% 49
2021
Q1 		$938K Buy
3,333
+154
+5% +$41.9K 0.73% 49
2020
Q4 		$869K Buy
+3,179
New +$895K 0.73% 47

Other funds holding APD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Mitchell & Pahl Private Wealth's APD Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Air Products & Chemicals (APD) stake by 4.8% in Q3 2026, buying an estimated $146K and bringing the position to 10,704 shares worth $2.98M. The position accounts for 1.07% of the portfolio, ranked #30.

Mitchell & Pahl Private Wealth first reported a position in APD in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.99M in Q2 2026. 463 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 10,704 shares of Air Products & Chemicals worth $2.98M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 492 Air Products & Chemicals shares in Q3 2026, an estimated $146K.
  • Air Products & Chemicals made up 1.07% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #30 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's Air Products & Chemicals position peaked at $2.99M in Q2 2026.
  • 463 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.