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

Morningstar Investment Services’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
Q1 		$3.96M Sell
13,422
-19,022
-59% -$5.87M 0.73% 34
2024
Q4 		$9.41M Sell
32,444
-291,724
-90% -$91.6M 0.86% 29
2024
Q3 		$97.4M Sell
324,168
-3,728
-1% -$1.02M 0.99% 26
2024
Q2 		$86.3M Sell
327,896
-3,196
-1% -$811K 0.94% 29
2024
Q1 		$80.5M Sell
331,092
-352,965
-52% -$86.5M 0.89% 30
2023
Q4 		$188M Buy
684,057
+335,717
+96% +$92.3M 1.06% 27
2023
Q3 		$99.9M Sell
348,340
-3,272
-0.9% -$960K 1.28% 19
2023
Q2 		$103M Sell
351,612
-4,873
-1% -$1.39M 1.33% 18
2023
Q1 		$99.5M Buy
356,485
+215,451
+153% +$62.9M 1.34% 17
2022
Q4 		$43.2M Buy
141,034
+1,967
+1% +$554K 0.59% 49
2022
Q3 		$34.6M Buy
139,067
+4,499
+3% +$1.11M 0.49% 60
2022
Q2 		$32.7M Buy
134,568
+41,680
+45% +$10.1M 0.44% 64
2022
Q1 		$23.5M Buy
+92,888
New +$23.9M 0.26% 89
2013
Q3 		– Sell
-5,809
Closed -$492K – 195
2013
Q2 		$492K Buy
+5,809
New +$488K 0.05% 159

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Morningstar Investment Services's APD Position: Q1 2025 in Review

Morningstar Investment Services reduced its Air Products & Chemicals (APD) stake by 59% in Q1 2025, selling an estimated $5.87M and leaving 13,422 shares worth $3.96M. The position accounts for 0.73% of the portfolio, ranked #34.

Morningstar Investment Services first reported a position in APD in Q2 2013 and has held it in 14 quarters since. The position peaked at $188M in Q4 2023. 1,790 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Morningstar Investment Services held 13,422 shares of Air Products & Chemicals worth $3.96M as of Q1 2025.
  • Morningstar Investment Services sold 19,022 Air Products & Chemicals shares in Q1 2025, an estimated $5.87M.
  • Air Products & Chemicals made up 0.73% of Morningstar Investment Services's portfolio in Q1 2025, its #34 holding.
  • Morningstar Investment Services first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 14 quarters since.
  • Morningstar Investment Services's Air Products & Chemicals position peaked at $188M in Q4 2023.
  • 1,790 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.