Richards, Merrill & Peterson’s Air Products & Chemicals APD Stock Holding History

Richards, Merrill & Peterson’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	$658K	Sell	2,244 -295	-12%	-$85.8K	0.21%	108
2026 Q1	$737K	Sell	2,539 -815	-24%	-$225K	0.27%	95
2025 Q4	$829K	Sell	3,354 -1,070	-24%	-$271K	0.32%	87
2025 Q3	$1.21M	Sell	4,424 -168	-4%	-$48.6K	0.52%	51
2025 Q2	$1.3M	Sell	4,592 -701	-13%	-$192K	0.62%	44
2025 Q1	$1.56M	Buy	5,293 +17	+0.3%	+$5.24K	0.81%	27
2024 Q4	$1.53M	Buy	+5,276	New	+$1.66M	0.8%	26

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richards, Merrill & Peterson's APD Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Air Products & Chemicals (APD) stake by 12% in Q2 2026, selling an estimated $85.8K and leaving 2,244 shares worth $658K. The position accounts for 0.21% of the portfolio, ranked #108.

Richards, Merrill & Peterson first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q1 2025. 1,768 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Richards, Merrill & Peterson held 2,244 shares of Air Products & Chemicals worth $658K as of Q2 2026.
Richards, Merrill & Peterson sold 295 Air Products & Chemicals shares in Q2 2026, an estimated $85.8K.
Air Products & Chemicals made up 0.21% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #108 holding.
Richards, Merrill & Peterson first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Air Products & Chemicals position peaked at $1.56M in Q1 2025.
1,768 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.