Morningstar Investment Management’s Air Products & Chemicals APD Stock Holding History

Morningstar Investment 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 Q2	$4.59M	Hold	15,805	–	–	0.28%	83
2026 Q1	$4.59M	Sell	15,805 -319	-2%	-$88K	0.28%	83
2025 Q4	$3.98M	Buy	16,124 +1,882	+13%	+$477K	0.24%	100
2025 Q3	$3.88M	Buy	14,242 +12,589	+762%	+$3.64M	0.14%	171
2025 Q2	$466K	Buy	+1,653	New	+$452K	0.04%	121
2025 Q1	–	Sell	-3,195	Closed	-$927K	–	84
2024 Q4	$927K	Sell	3,195 -83	-3%	-$26.1K	0.07%	75
2024 Q3	$1.05M	Buy	3,278 +1,380	+73%	+$377K	0.1%	88
2024 Q2	$490K	Sell	1,898 -142	-7%	-$36K	0.05%	124
2024 Q1	$494K	Hold	2,040	–	–	0.05%	125
2023 Q4	$559K	Hold	2,040	–	–	0.06%	117
2023 Q3	$578K	Buy	2,040 +167	+9%	+$49K	0.08%	90
2023 Q2	$561K	Buy	1,873 +73	+4%	+$20.8K	0.07%	92
2023 Q1	$517K	Hold	1,800	–	–	0.08%	56
2022 Q4	$555K	Buy	+1,800	New	+$507K	0.09%	54

Other funds holding APD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Morningstar Investment Management's APD Position: Q2 2026 in Review

Morningstar Investment Management held its Air Products & Chemicals (APD) position steady in Q2 2026 at 15,805 shares worth $4.59M. The position accounts for 0.28% of the portfolio, ranked #83.

Morningstar Investment Management first reported a position in APD in Q4 2022 and has held it in 14 quarters since. 657 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Morningstar Investment Management held 15,805 shares of Air Products & Chemicals worth $4.59M as of Q2 2026.
Morningstar Investment Management left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.28% of Morningstar Investment Management's portfolio in Q2 2026, its #83 holding.
Morningstar Investment Management first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 14 quarters since.
657 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.