Roehl & Yi Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Roehl & Yi Investment 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 Q2	$288K	Sell	984 -669	-40%	-$195K	0.09%	154
2026 Q1	$480K	Buy	+1,653	New	+$456K	0.18%	97
2025 Q3	–	Sell	-1,127	Closed	-$318K	–	170
2025 Q2	$318K	Sell	1,127 -24	-2%	-$6.57K	0.16%	117
2025 Q1	$339K	Buy	1,151 +7	+0.6%	+$2.16K	0.18%	108
2024 Q4	$332K	Buy	+1,144	New	+$359K	0.18%	108

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

Roehl & Yi Investment Advisors's APD Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Air Products & Chemicals (APD) stake by 40% in Q2 2026, selling an estimated $195K and leaving 984 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #154.

Roehl & Yi Investment Advisors first reported a position in APD in Q4 2024 and has held it in 5 quarters since. The position peaked at $480K in Q1 2026. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Roehl & Yi Investment Advisors held 984 shares of Air Products & Chemicals worth $288K as of Q2 2026.
Roehl & Yi Investment Advisors sold 669 Air Products & Chemicals shares in Q2 2026, an estimated $195K.
Air Products & Chemicals made up 0.09% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #154 holding.
Roehl & Yi Investment Advisors first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 5 quarters since.
Roehl & Yi Investment Advisors's Air Products & Chemicals position peaked at $480K in Q1 2026.
1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.