Rothschild Investment LLC’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $141K | Buy |
484
+96
| +25% | +$26.5K | 0.01% | 783 |
|
|
2025
Q4 | $95.8K | Sell |
388
-116
| -23% | -$29.4K | 0.01% | 823 |
|
|
2025
Q3 | $137K | Buy |
504
+6
| +1% | +$1.74K | 0.01% | 718 |
|
|
2025
Q2 | $140K | Sell |
498
-22
| -4% | -$6.02K | 0.01% | 576 |
|
|
2025
Q1 | $153K | Sell |
520
-23
| -4% | -$7.09K | 0.01% | 545 |
|
|
2024
Q4 | $157K | Buy |
543
+14
| +3% | +$4.4K | 0.01% | 555 |
|
|
2024
Q3 | $158K | Sell |
529
-81
| -13% | -$22.2K | 0.01% | 564 |
|
|
2024
Q2 | $157K | Buy |
610
+239
| +64% | +$60.6K | 0.01% | 541 |
|
|
2024
Q1 | $89.9K | Buy |
371
+104
| +39% | +$25.5K | 0.01% | 615 |
|
|
2023
Q4 | $73.1K | Buy |
+267
| New | +$73.4K | 0.01% | 595 |
|
|
2021
Q3 | – | Sell |
-2,063
| Closed | -$593K | – | 485 |
|
|
2021
Q2 | $593K | Buy |
2,063
+39
| +2% | +$11.4K | 0.05% | 295 |
|
|
2021
Q1 | $569K | Buy |
2,024
+24
| +1% | +$6.52K | 0.05% | 290 |
|
|
2020
Q4 | $546K | Hold |
2,000
| – | – | 0.05% | 273 |
|
|
2020
Q3 | $596K | Hold |
2,000
| – | – | 0.06% | 239 |
|
|
2020
Q2 | $483K | Hold |
2,000
| – | – | 0.06% | 253 |
|
|
2020
Q1 | $399K | Hold |
2,000
| – | – | 0.05% | 268 |
|
|
2019
Q4 | $470K | Hold |
2,000
| – | – | 0.05% | 298 |
|
|
2019
Q3 | $444K | Hold |
2,000
| – | – | 0.05% | 263 |
|
|
2019
Q2 | $453K | Hold |
2,000
| – | – | 0.05% | 267 |
|
|
2019
Q1 | $382K | Sell |
2,000
-30
| -1% | -$5.16K | 0.04% | 278 |
|
|
2018
Q4 | $325K | Buy |
2,030
+30
| +2% | +$4.75K | 0.04% | 277 |
|
|
2018
Q3 | $334K | Hold |
2,000
| – | – | 0.04% | 285 |
|
|
2018
Q2 | $311K | Hold |
2,000
| – | – | 0.04% | 291 |
|
|
2018
Q1 | $318K | Hold |
2,000
| – | – | 0.04% | 287 |
|
|
2017
Q4 | $328K | Hold |
2,000
| – | – | 0.04% | 319 |
|
|
2017
Q3 | $302K | Hold |
2,000
| – | – | 0.03% | 338 |
|
|
2017
Q2 | $286K | Sell |
2,000
-83
| -4% | -$11.8K | 0.03% | 367 |
|
|
2017
Q1 | $282K | Sell |
2,083
-60
| -3% | -$8.46K | 0.03% | 362 |
|
|
2016
Q4 | $308K | Sell |
2,143
-127
| -6% | -$17.8K | 0.04% | 335 |
|
|
2016
Q3 | $316K | Hold |
2,270
| – | – | 0.04% | 337 |
|
|
2016
Q2 | $298K | Buy |
2,270
+108
| +5% | +$14.4K | 0.04% | 352 |
|
|
2016
Q1 | $288K | Hold |
2,162
| – | – | 0.04% | 350 |
|
|
2015
Q4 | $260K | Hold |
2,162
| – | – | 0.03% | 382 |
|
|
2015
Q3 | $255K | Hold |
2,162
| – | – | 0.03% | 388 |
|
|
2015
Q2 | $274K | Hold |
2,162
| – | – | 0.03% | 402 |
|
|
2015
Q1 | $303K | Hold |
2,162
| – | – | 0.04% | 381 |
|
|
2014
Q4 | $288K | Hold |
2,162
| – | – | 0.03% | 385 |
|
|
2014
Q3 | $260K | Hold |
2,162
| – | – | 0.03% | 402 |
|
|
2014
Q2 | $257K | Hold |
2,162
| – | – | 0.03% | 357 |
|
|
2014
Q1 | $238K | Hold |
2,162
| – | – | 0.03% | 361 |
|
|
2013
Q4 | $224K | Hold |
2,162
| – | – | 0.03% | 366 |
|
|
2013
Q3 | $213K | Buy |
+2,162
| New | +$205K | 0.03% | 352 |
|
Other funds holding APD
VCM
VPM
Rothschild Investment LLC's APD Position: Q1 2026 in Review
Rothschild Investment LLC increased its Air Products & Chemicals (APD) stake by 25% in Q1 2026, buying an estimated $26.5K and bringing the position to 484 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #783.
Rothschild Investment LLC first reported a position in APD in Q3 2013 and has held it in 42 quarters since. The position peaked at $596K in Q3 2020. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.
- Rothschild Investment LLC held 484 shares of Air Products & Chemicals worth $141K as of Q1 2026.
- Rothschild Investment LLC bought 96 Air Products & Chemicals shares in Q1 2026, an estimated $26.5K.
- Air Products & Chemicals made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #783 holding.
- Rothschild Investment LLC first reported a position in Air Products & Chemicals in Q3 2013 and has held it in 42 quarters since.
- Rothschild Investment LLC's Air Products & Chemicals position peaked at $596K in Q3 2020.
- 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.
Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.