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Mount Yale Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Mount Yale Investment Advisors’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 		$653K Sell
2,226
-91
-4% -$26.5K 0.01% 699
2026
Q1 		$673K Sell
2,317
-12
-0.5% -$3.31K 0.02% 622
2025
Q4 		$575K Buy
2,329
+1,135
+95% +$288K 0.03% 430
2025
Q3 		$326K Buy
+1,194
New +$346K 0.02% 507
2024
Q2 		– Sell
-5,653
Closed -$1.37M – 547
2024
Q1 		$1.37M Buy
5,653
+104
+2% +$25.5K 0.11% 176
2023
Q4 		$1.52M Buy
5,549
+1,491
+37% +$410K 0.14% 150
2023
Q3 		$1.15M Buy
4,058
+643
+19% +$189K 0.13% 170
2023
Q2 		$1.02M Buy
3,415
+29
+0.9% +$8.26K 0.11% 187
2023
Q1 		$972K Sell
3,386
-132
-4% -$38.5K 0.11% 188
2022
Q4 		$1.08M Buy
3,518
+180
+5% +$50.7K 0.12% 173
2022
Q3 		$777K Buy
3,338
+235
+8% +$58.2K 0.1% 206
2022
Q2 		$746K Buy
+3,103
New +$755K 0.09% 214
2020
Q4 		– Sell
-972
Closed -$290K – 397
2020
Q3 		$290K Buy
+972
New +$280K 0.04% 283
2018
Q4 		– Sell
-522
Closed -$84K – 344
2018
Q3 		$84K Sell
522
-68
-12% -$11.1K 0.01% 493
2018
Q2 		$92K Sell
590
-125
-17% -$20.4K 0.02% 489
2018
Q1 		$114K Buy
+715
New +$118K 0.02% 414

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Yale Investment Advisors's APD Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Air Products & Chemicals (APD) stake by 3.9% in Q2 2026, selling an estimated $26.5K and leaving 2,226 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #699.

Mount Yale Investment Advisors first reported a position in APD in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.52M in Q4 2023. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Mount Yale Investment Advisors held 2,226 shares of Air Products & Chemicals worth $653K as of Q2 2026.
  • Mount Yale Investment Advisors sold 91 Air Products & Chemicals shares in Q2 2026, an estimated $26.5K.
  • Air Products & Chemicals made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #699 holding.
  • Mount Yale Investment Advisors first reported a position in Air Products & Chemicals in Q1 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Air Products & Chemicals position peaked at $1.52M in Q4 2023.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.