PVI
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Pine Valley Investments’s Air Products & Chemicals APD Stock Holding History

Pine Valley Investments’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 		$7.71M Sell
26,314
-31
-0.1% -$9.02K 0.3% 81
2026
Q1 		$7.65M Sell
26,345
-173
-0.7% -$47.7K 0.35% 73
2025
Q4 		$6.55M Sell
26,518
-317
-1% -$80.4K 0.3% 78
2025
Q3 		$7.32M Sell
26,835
-168
-0.6% -$48.6K 0.36% 72
2025
Q2 		$7.62M Sell
27,003
-684
-2% -$187K 0.42% 60
2025
Q1 		$8.17M Sell
27,687
-67
-0.2% -$20.7K 0.49% 50
2024
Q4 		$8.05M Buy
27,754
+1,480
+6% +$465K 0.48% 48
2024
Q3 		$7.82M Sell
26,274
-246
-0.9% -$67.3K 0.47% 46
2024
Q2 		$6.84M Sell
26,520
-767
-3% -$195K 0.45% 51
2024
Q1 		$6.62M Buy
27,287
+633
+2% +$155K 0.44% 52
2023
Q4 		$7.3M Buy
26,654
+445
+2% +$122K 0.53% 41
2023
Q3 		$7.43M Buy
26,209
+86
+0.3% +$25.2K 0.68% 31
2023
Q2 		$7.83M Buy
26,123
+23,487
+891% +$6.69M 0.77% 28
2023
Q1 		$732K Buy
+2,636
New +$769K 0.11% 155

Other funds holding APD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Pine Valley Investments's APD Position: Q2 2026 in Review

Pine Valley Investments reduced its Air Products & Chemicals (APD) stake by 0.12% in Q2 2026, selling an estimated $9.02K and leaving 26,314 shares worth $7.71M. The position accounts for 0.3% of the portfolio, ranked #81.

Pine Valley Investments first reported a position in APD in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.17M in Q1 2025. 944 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Pine Valley Investments held 26,314 shares of Air Products & Chemicals worth $7.71M as of Q2 2026.
  • Pine Valley Investments sold 31 Air Products & Chemicals shares in Q2 2026, an estimated $9.02K.
  • Air Products & Chemicals made up 0.3% of Pine Valley Investments's portfolio in Q2 2026, its #81 holding.
  • Pine Valley Investments first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Air Products & Chemicals position peaked at $8.17M in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.