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Sage Mountain Advisors’s Air Products & Chemicals APD Stock Holding History

Sage Mountain 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 		– Sell
-1,443
Closed -$356K – 305
2025
Q4 		$356K Sell
1,443
-535
-27% -$136K 0.02% 354
2025
Q3 		$539K Buy
1,978
+203
+11% +$58.8K 0.03% 261
2025
Q2 		$501K Buy
1,775
+147
+9% +$40.2K 0.03% 241
2025
Q1 		$480K Sell
1,628
-126
-7% -$38.9K 0.04% 229
2024
Q4 		$509K Buy
1,754
+137
+8% +$43K 0.04% 209
2024
Q3 		$481K Sell
1,617
-27
-2% -$7.38K 0.04% 206
2024
Q2 		$424K Buy
1,644
+44
+3% +$11.2K 0.04% 200
2024
Q1 		$388K Buy
1,600
+28
+2% +$6.86K 0.04% 197
2023
Q4 		$430K Buy
1,572
+297
+23% +$81.7K 0.05% 149
2023
Q3 		$361K Sell
1,275
-9
-0.7% -$2.64K 0.05% 158
2023
Q2 		$385K Buy
1,284
+59
+5% +$16.8K 0.05% 144
2023
Q1 		$352K Buy
+1,225
New +$358K 0.06% 145
2022
Q1 		– Sell
-782
Closed -$238K – 621
2021
Q4 		$238K Sell
782
-103
-12% -$30.2K 0.03% 488
2021
Q3 		$227K Buy
+885
New +$245K 0.03% 414

Other funds holding APD

BlackRock
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Mountain Advisors's APD Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 1,443 shares — an estimated $356K sold.

Sage Mountain Advisors first reported a position in APD in Q3 2021 and held it in 14 quarters. The position peaked at $539K in Q3 2025. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,443 Air Products & Chemicals shares in Q1 2026, an estimated $356K.
  • Sage Mountain Advisors first reported a position in Air Products & Chemicals in Q3 2021 and held it in 14 quarters.
  • Sage Mountain Advisors's Air Products & Chemicals position peaked at $539K in Q3 2025.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.