Plante Moran Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Plante Moran Financial 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 Q1	$32.4K	Sell	112 -24	-18%	-$6.62K	﹤0.01%	366
2025 Q4	$33.5K	Sell	136 -55	-29%	-$13.9K	﹤0.01%	373
2025 Q3	$52K	Hold	191	–	–	﹤0.01%	330
2025 Q2	$53.8K	Buy	191 +4	+2%	+$1.09K	﹤0.01%	318
2025 Q1	$55K	Hold	187	–	–	﹤0.01%	321
2024 Q4	$54.1K	Hold	187	–	–	﹤0.01%	333
2024 Q3	$55.6K	Hold	187	–	–	﹤0.01%	371
2024 Q2	$48.2K	Sell	187 -11	-6%	-$2.79K	﹤0.01%	342
2024 Q1	$47.9K	Hold	198	–	–	0.01%	349
2023 Q4	$54.1K	Sell	198 -4	-2%	-$1.1K	0.01%	312
2023 Q3	$57.1K	Buy	202 +15	+8%	+$4.4K	0.01%	277
2023 Q2	$55.9K	Sell	187 -22	-11%	-$6.26K	0.01%	287
2023 Q1	$59.9K	Sell	209 -30	-13%	-$8.76K	0.01%	270
2022 Q4	$73.5K	Buy	239 +43	+22%	+$12.1K	0.01%	267
2022 Q3	$46K	Hold	196	–	–	0.01%	320
2022 Q2	$47K	Sell	196 -14	-7%	-$3.4K	0.01%	321
2022 Q1	$52K	Sell	210 -99	-32%	-$25.4K	0.01%	326
2021 Q4	$94K	Buy	309 +54	+21%	+$15.9K	0.02%	264
2021 Q3	$65K	Sell	255 -22	-8%	-$6.08K	0.01%	330
2021 Q2	$80K	Sell	277 -236	-46%	-$69.3K	0.02%	281
2021 Q1	$144K	Buy	513 +12	+2%	+$3.26K	0.04%	205
2020 Q4	$137K	Sell	501 -32	-6%	-$9.01K	0.04%	211
2020 Q3	$159K	Buy	533 +91	+21%	+$26.2K	0.06%	185
2020 Q2	$107K	Buy	442 +37	+9%	+$8.45K	0.04%	201
2020 Q1	$81K	Sell	405 -60	-13%	-$13.7K	0.04%	211
2019 Q4	$109K	Sell	465 -69	-13%	-$15.6K	0.04%	222
2019 Q3	$118K	Hold	534	–	–	0.03%	220
2019 Q2	$121K	Hold	534	–	–	0.04%	201
2019 Q1	$102K	Hold	534	–	–	0.03%	221
2018 Q4	$85K	Buy	534 +360	+207%	+$57.1K	0.03%	222
2018 Q3	$29K	Sell	174 -329	-65%	-$53.6K	0.01%	386
2018 Q2	$78K	Sell	503 -257	-34%	-$42K	0.04%	258
2018 Q1	$121K	Buy	760 +257	+51%	+$42.4K	0.07%	208
2017 Q4	$83K	Sell	503 -375	-43%	-$59.7K	0.05%	256
2017 Q3	$133K	Hold	878	–	–	0.08%	161
2017 Q2	$126K	Hold	878	–	–	0.08%	170
2017 Q1	$119K	Sell	878 -73	-8%	-$10.3K	0.07%	183
2016 Q4	$137K	Sell	951 -9	-0.9%	-$1.26K	0.09%	178
2016 Q3	$134K	Buy	960 +11	+1%	+$1.52K	0.09%	162
2016 Q2	$125K	Hold	949	–	–	0.09%	155
2016 Q1	$126K	Hold	949	–	–	0.1%	148
2015 Q4	$114K	Hold	949	–	–	0.09%	169
2015 Q3	$112K	Hold	949	–	–	0.09%	163
2015 Q2	$120K	Sell	949 -216	-19%	-$29.5K	0.09%	169
2015 Q1	$163K	Hold	1,165	–	–	0.11%	132
2014 Q4	$155K	Sell	1,165 -152	-12%	-$19.2K	0.11%	127
2014 Q3	$159K	Buy	1,317 +188	+17%	+$23K	0.14%	115
2014 Q2	$134K	Buy	1,129 +217	+24%	+$24.2K	0.12%	119
2014 Q1	$100K	Hold	912	–	–	0.11%	115
2013 Q4	$94K	Buy	+912	New	+$91.9K	0.05%	159

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

Plante Moran Financial Advisors's APD Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Air Products & Chemicals (APD) stake by 18% in Q1 2026, selling an estimated $6.62K and leaving 112 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Plante Moran Financial Advisors first reported a position in APD in Q4 2013 and has held it in 50 quarters since. The position peaked at $163K in Q1 2015. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Plante Moran Financial Advisors held 112 shares of Air Products & Chemicals worth $32.4K as of Q1 2026.
Plante Moran Financial Advisors sold 24 Air Products & Chemicals shares in Q1 2026, an estimated $6.62K.
Air Products & Chemicals made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #366 holding.
Plante Moran Financial Advisors first reported a position in Air Products & Chemicals in Q4 2013 and has held it in 50 quarters since.
Plante Moran Financial Advisors's Air Products & Chemicals position peaked at $163K in Q1 2015.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.