Morton Brown Family Wealth’s Air Products & Chemicals APD Stock Holding History

Morton Brown Family 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 Q2	$877K	Hold	2,993	–	–	0.2%	31
2026 Q1	$869K	Hold	2,993	–	–	0.23%	31
2025 Q4	$739K	Buy	2,993 +2,652	+778%	+$672K	0.2%	31
2025 Q3	$93K	Hold	341	–	–	0.03%	87
2025 Q2	$96.2K	Hold	341	–	–	0.03%	86
2025 Q1	$101K	Sell	341 -2,552	-88%	-$787K	0.03%	82
2024 Q4	$839K	Hold	2,893	–	–	0.29%	30
2024 Q3	$861K	Buy	2,893 +2,652	+1,100%	+$725K	0.31%	31
2024 Q2	$64.2K	Sell	241 -2,652	-92%	-$673K	0.03%	85
2024 Q1	$701K	Sell	2,893 -693	-19%	-$170K	0.29%	30
2023 Q4	$982K	Buy	3,586 +3,345	+1,388%	+$920K	0.43%	27
2023 Q3	$68.3K	Buy	241 +130	+117%	+$38.1K	0.03%	69
2023 Q2	$33.2K	Hold	111	–	–	0.02%	91
2023 Q1	$31.9K	Hold	111	–	–	0.02%	89
2022 Q4	$34.2K	Hold	111	–	–	0.02%	84
2022 Q3	$26K	Hold	111	–	–	0.02%	84
2022 Q2	$27K	Hold	111	–	–	0.02%	84
2022 Q1	$28K	Hold	111	–	–	0.02%	86
2021 Q4	$34K	Buy	+111	New	+$32.6K	0.03%	84

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

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

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

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morton Brown Family Wealth's APD Position: Q2 2026 in Review

Morton Brown Family Wealth held its Air Products & Chemicals (APD) position steady in Q2 2026 at 2,993 shares worth $877K. The position accounts for 0.2% of the portfolio, ranked #31.

Morton Brown Family Wealth first reported a position in APD in Q4 2021 and has held it in 19 quarters since. The position peaked at $982K in Q4 2023. 506 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Morton Brown Family Wealth held 2,993 shares of Air Products & Chemicals worth $877K as of Q2 2026.
Morton Brown Family Wealth left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.2% of Morton Brown Family Wealth's portfolio in Q2 2026, its #31 holding.
Morton Brown Family Wealth first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Air Products & Chemicals position peaked at $982K in Q4 2023.
506 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.