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

Red Cedar 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	$1.28M	Sell	4,400 -26	-0.6%	-$7.17K	0.13%	78
2025 Q4	$1.09M	Hold	4,426	–	–	0.12%	71
2025 Q3	$1.21M	Hold	4,426	–	–	0.14%	68
2025 Q2	$1.25M	Hold	4,426	–	–	0.16%	69
2025 Q1	$1.31M	Hold	4,426	–	–	0.18%	65
2024 Q4	$1.28M	Hold	4,426	–	–	0.16%	65
2024 Q3	$1.32M	Hold	4,426	–	–	0.17%	61
2024 Q2	$1.14M	Buy	4,426 +352	+9%	+$89.3K	0.16%	57
2024 Q1	$987K	Hold	4,074	–	–	0.12%	70
2023 Q4	$1.12M	Sell	4,074 -2,922	-42%	-$803K	0.16%	59
2023 Q3	$1.98M	Buy	6,996 +337	+5%	+$98.8K	0.3%	47
2023 Q2	$1.99M	Hold	6,659	–	–	0.3%	44
2023 Q1	$1.91M	Buy	6,659 +3,488	+110%	+$1.02M	0.3%	47
2022 Q4	$977K	Buy	+3,171	New	+$894K	0.15%	55
2022 Q1	–	Sell	-774	Closed	-$235K	–	91
2021 Q4	$235K	Buy	+774	New	+$227K	0.03%	91
2021 Q3	–	Sell	-3,740	Closed	-$1.08M	–	96
2021 Q2	$1.08M	Hold	3,740	–	–	0.14%	52
2021 Q1	$1.05M	Sell	3,740 -1,123	-23%	-$305K	0.14%	53
2020 Q4	$1.33M	Hold	4,863	–	–	0.2%	45
2020 Q3	$1.45M	Buy	4,863 +2,286	+89%	+$658K	0.26%	40
2020 Q2	$622K	Buy	+2,577	New	+$588K	0.15%	50

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

Red Cedar Investment Management's APD Position: Q1 2026 in Review

Red Cedar Investment Management reduced its Air Products & Chemicals (APD) stake by 0.59% in Q1 2026, selling an estimated $7.17K and leaving 4,400 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #78.

Red Cedar Investment Management first reported a position in APD in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.99M in Q2 2023. 1,777 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Red Cedar Investment Management held 4,400 shares of Air Products & Chemicals worth $1.28M as of Q1 2026.
Red Cedar Investment Management sold 26 Air Products & Chemicals shares in Q1 2026, an estimated $7.17K.
Air Products & Chemicals made up 0.13% of Red Cedar Investment Management's portfolio in Q1 2026, its #78 holding.
Red Cedar Investment Management first reported a position in Air Products & Chemicals in Q2 2020 and has held it in 20 quarters since.
Red Cedar Investment Management's Air Products & Chemicals position peaked at $1.99M in Q2 2023.
1,777 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.