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

Schechter 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
2025
Q1 		$445K Sell
1,511
-172
-10% -$53K 0.04% 395
2024
Q4 		$488K Sell
1,683
-82
-5% -$25.8K 0.04% 391
2024
Q3 		$526K Sell
1,765
-443
-20% -$121K 0.04% 390
2024
Q2 		$570K Buy
2,208
+43
+2% +$10.9K 0.04% 346
2024
Q1 		$524K Sell
2,165
-7
-0.3% -$1.72K 0.04% 364
2023
Q4 		$595K Sell
2,172
-222
-9% -$61K 0.05% 325
2023
Q3 		$678K Buy
2,394
+28
+1% +$8.21K 0.07% 290
2023
Q2 		$709K Buy
2,366
+70
+3% +$19.9K 0.06% 313
2023
Q1 		$660K Sell
2,296
-123
-5% -$35.9K 0.06% 348
2022
Q4 		$746K Sell
2,419
-39
-2% -$11K 0.07% 382
2022
Q3 		$573K Buy
2,458
+425
+21% +$105K 0.06% 464
2022
Q2 		$489K Buy
+2,033
New +$494K 0.05% 537
2022
Q1 		– Sell
-907
Closed -$276K – 933
2021
Q4 		$276K Buy
+907
New +$266K 0.02% 699

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's APD Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Air Products & Chemicals (APD) stake by 10% in Q1 2025, selling an estimated $53K and leaving 1,511 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #395.

Schechter Investment Advisors first reported a position in APD in Q4 2021 and has held it in 13 quarters since. The position peaked at $746K in Q4 2022. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Schechter Investment Advisors held 1,511 shares of Air Products & Chemicals worth $445K as of Q1 2025.
  • Schechter Investment Advisors sold 172 Air Products & Chemicals shares in Q1 2025, an estimated $53K.
  • Air Products & Chemicals made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #395 holding.
  • Schechter Investment Advisors first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Air Products & Chemicals position peaked at $746K in Q4 2022.
  • 1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.