Monarch Capital Management’s Air Products & Chemicals APD Stock Holding History

Monarch Capital 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 Q3	$3.65M	Sell	13,134 -627	-5%	-$186K	0.84%	37
2026 Q2	$4.03M	Buy	13,761 +37	+0.3%	+$10.8K	0.92%	37
2026 Q1	$3.99M	Buy	13,724 +220	+2%	+$60.7K	0.98%	34
2025 Q4	$3.34M	Buy	13,504 +869	+7%	+$220K	0.82%	39
2025 Q3	$3.45M	Buy	12,635 +56	+0.4%	+$16.2K	0.84%	39
2025 Q2	$3.55M	Buy	12,579 +697	+6%	+$191K	0.95%	36
2025 Q1	$3.5M	Buy	11,882 +227	+2%	+$70K	0.97%	37
2024 Q4	$3.38M	Buy	11,655 +540	+5%	+$170K	0.93%	38
2024 Q3	$3.31M	Buy	11,115 +986	+10%	+$270K	0.89%	38
2024 Q2	$2.61M	Buy	10,129 +3,795	+60%	+$963K	0.77%	40
2024 Q1	$1.55M	Sell	6,334 -132	-2%	-$32.3K	0.44%	54
2023 Q4	$1.78M	Sell	6,466 -160	-2%	-$44K	0.54%	49
2023 Q3	$1.89M	Hold	6,626	–	–	0.61%	47
2023 Q2	$2M	Hold	6,626	–	–	0.61%	49
2023 Q1	$1.91M	Hold	6,626	–	–	0.59%	48
2022 Q4	$2.05M	Hold	6,626	–	–	0.63%	45
2022 Q3	$1.55M	Hold	6,626	–	–	0.51%	52
2022 Q2	$1.59M	Hold	6,626	–	–	0.47%	56
2022 Q1	$1.66M	Hold	6,626	–	–	0.44%	60
2021 Q4	$2.02M	Hold	6,626	–	–	0.52%	50
2021 Q3	$1.7M	Hold	6,626	–	–	0.47%	54
2021 Q2	$1.91M	Hold	6,626	–	–	0.54%	49
2021 Q1	$1.86M	Hold	6,626	–	–	0.55%	48
2020 Q4	$1.81M	Hold	6,626	–	–	0.57%	47
2020 Q3	$1.97M	Sell	6,626 -95	-1%	-$27.3K	0.69%	41
2020 Q2	$1.62M	Hold	6,721	–	–	0.59%	44
2020 Q1	$1.34M	Hold	6,721	–	–	0.55%	48
2019 Q4	$1.58M	Hold	6,721	–	–	0.52%	54
2019 Q3	$1.49M	Hold	6,721	–	–	0.52%	53
2019 Q2	$1.52M	Buy	6,721 +2,005	+43%	+$415K	0.54%	52
2019 Q1	$901K	Hold	4,716	–	–	0.33%	64
2018 Q4	$755K	Buy	4,716 +17	+0.4%	+$2.7K	0.31%	63
2018 Q3	$785K	Hold	4,699	–	–	0.28%	66
2018 Q2	$732K	Hold	4,699	–	–	0.28%	66
2018 Q1	$747K	Buy	4,699 +35	+0.8%	+$5.77K	0.29%	64
2017 Q4	$765K	Hold	4,664	–	–	0.28%	64
2017 Q3	$705K	Hold	4,664	–	–	0.26%	64
2017 Q2	$667K	Buy	4,664 +700	+18%	+$100K	0.25%	66
2017 Q1	$536K	Hold	3,964	–	–	0.2%	70
2016 Q4	$570K	Buy	3,964 +382	+11%	+$53.5K	0.21%	70
2016 Q3	$498K	Hold	3,582	–	–	0.19%	72
2016 Q2	$471K	Hold	3,582	–	–	0.18%	72
2016 Q1	$477K	Hold	3,582	–	–	0.17%	74
2015 Q4	$431K	Hold	3,582	–	–	0.17%	75
2015 Q3	$423K	Sell	3,582 -109	-3%	-$13.9K	0.17%	76
2015 Q2	$467K	Hold	3,691	–	–	0.18%	76
2015 Q1	$516K	Hold	3,691	–	–	0.2%	75
2014 Q4	$492K	Hold	3,691	–	–	0.19%	75
2014 Q3	$444K	Hold	3,691	–	–	0.18%	75
2014 Q2	$439K	Hold	3,691	–	–	0.17%	74
2014 Q1	$406K	Sell	3,691 -216	-6%	-$22.9K	0.16%	74
2013 Q4	$404K	Hold	3,907	–	–	0.16%	74
2013 Q3	$385K	Hold	3,907	–	–	0.16%	74
2013 Q2	$331K	Buy	+3,907	New	+$328K	0.14%	77

Other funds holding APD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Monarch Capital Management's APD Position: Q3 2026 in Review

Monarch Capital Management reduced its Air Products & Chemicals (APD) stake by 4.6% in Q3 2026, selling an estimated $186K and leaving 13,134 shares worth $3.65M. The position accounts for 0.84% of the portfolio, ranked #37.

Monarch Capital Management first reported a position in APD in Q2 2013 and has held it in 54 quarters since. The position peaked at $4.03M in Q2 2026. 986 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Monarch Capital Management held 13,134 shares of Air Products & Chemicals worth $3.65M as of Q3 2026.
Monarch Capital Management sold 627 Air Products & Chemicals shares in Q3 2026, an estimated $186K.
Air Products & Chemicals made up 0.84% of Monarch Capital Management's portfolio in Q3 2026, its #37 holding.
Monarch Capital Management first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 54 quarters since.
Monarch Capital Management's Air Products & Chemicals position peaked at $4.03M in Q2 2026.
986 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.