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

Opus 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 Q1	$2.61M	Hold	9,000	–	–	1.56%	21
2025 Q4	$2.22M	Hold	9,000	–	–	1.35%	21
2025 Q3	$2.45M	Hold	9,000	–	–	1.52%	20
2025 Q2	$2.54M	Hold	9,000	–	–	1.69%	19
2025 Q1	$2.65M	Hold	9,000	–	–	1.89%	19
2024 Q4	$2.61M	Hold	9,000	–	–	1.93%	19
2024 Q3	$2.68M	Hold	9,000	–	–	1.88%	20
2024 Q2	$2.32M	Hold	9,000	–	–	1.5%	22
2024 Q1	$2.18M	Hold	9,000	–	–	1.42%	23
2023 Q4	$2.46M	Hold	9,000	–	–	1.41%	22
2023 Q3	$2.55M	Hold	9,000	–	–	1.57%	23
2023 Q2	$2.7M	Hold	9,000	–	–	0.97%	39
2023 Q1	$2.58M	Hold	9,000	–	–	0.93%	43
2022 Q4	$2.77M	Sell	9,000 -21,800	-71%	-$6.14M	0.99%	43
2022 Q3	$7.17M	Hold	30,800	–	–	1.67%	4
2022 Q2	$7.41M	Hold	30,800	–	–	1.6%	4
2022 Q1	$7.7M	Hold	30,800	–	–	1.18%	12
2021 Q4	$9.37M	Sell	30,800 -2,000	-6%	-$587K	1.34%	8
2021 Q3	$8.4M	Hold	32,800	–	–	1.28%	9
2021 Q2	$9.44M	Hold	32,800	–	–	1.42%	7
2021 Q1	$9.23M	Hold	32,800	–	–	1.35%	10
2020 Q4	$8.96M	Hold	32,800	–	–	1.4%	10
2020 Q3	$9.77M	Hold	32,800	–	–	1.85%	5
2020 Q2	$7.92M	Hold	32,800	–	–	1.61%	5
2020 Q1	$6.55M	Hold	32,800	–	–	1.38%	7
2019 Q4	$7.71M	Hold	32,800	–	–	1.26%	6
2019 Q3	$7.28M	Hold	32,800	–	–	1.27%	9
2019 Q2	$7.42M	Sell	32,800 -2,000	-6%	-$414K	1.4%	6
2019 Q1	$6.64M	Hold	34,800	–	–	1.31%	9
2018 Q4	$5.57M	Sell	34,800 -2,000	-5%	-$317K	1.2%	16
2018 Q3	$6.15M	Hold	36,800	–	–	1.07%	15
2018 Q2	$5.73M	Sell	36,800 -4,000	-10%	-$654K	1.04%	19
2018 Q1	$6.49M	Hold	40,800	–	–	1.19%	6
2017 Q4	$6.69M	Hold	40,800	–	–	1.19%	11
2017 Q3	$6.17M	Sell	40,800 -2,000	-5%	-$293K	1.12%	18
2017 Q2	$6.12M	Hold	42,800	–	–	1.04%	17
2017 Q1	$5.79M	Buy	42,800 +2,000	+5%	+$282K	0.99%	28
2016 Q4	$5.87M	Sell	40,800 -3,305	-7%	-$463K	1.03%	23
2016 Q3	$6.13M	Hold	44,105	–	–	1.04%	18
2016 Q2	$5.79M	Buy	44,105 +21,620	+96%	+$2.88M	1.02%	23
2016 Q1	$3M	Sell	22,485 -4,324	-16%	-$523K	0.58%	53
2015 Q4	$3.23M	Hold	26,809	–	–	0.58%	60
2015 Q3	$3.16M	Hold	26,809	–	–	0.6%	57
2015 Q2	$3.39M	Sell	26,809 -2,113	-7%	-$288K	0.62%	59
2015 Q1	$4.05M	Hold	28,922	–	–	0.71%	32
2014 Q4	$3.86M	Sell	28,922 -4,324	-13%	-$547K	0.69%	41
2014 Q3	$4M	Hold	33,246	–	–	0.76%	34
2014 Q2	$3.96M	Sell	33,246 -1,081	-3%	-$121K	0.78%	42
2014 Q1	$3.78M	Hold	34,327	–	–	0.87%	36
2013 Q4	$3.55M	Hold	34,327	–	–	0.96%	23
2013 Q3	$3.38M	Sell	34,327 -5,405	-14%	-$514K	0.77%	44
2013 Q2	$3.37M	Buy	+39,732	New	+$3.34M	0.8%	44

Other funds holding APD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opus Investment Management's APD Position: Q1 2026 in Review

Opus Investment Management held its Air Products & Chemicals (APD) position steady in Q1 2026 at 9,000 shares worth $2.61M. The position accounts for 1.56% of the portfolio, ranked #21.

Opus Investment Management first reported a position in APD in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.77M in Q3 2020. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Opus Investment Management held 9,000 shares of Air Products & Chemicals worth $2.61M as of Q1 2026.
Opus Investment Management left its Air Products & Chemicals share count unchanged in Q1 2026.
Air Products & Chemicals made up 1.56% of Opus Investment Management's portfolio in Q1 2026, its #21 holding.
Opus Investment Management first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 52 quarters since.
Opus Investment Management's Air Products & Chemicals position peaked at $9.77M in Q3 2020.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.