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Smith Shellnut Wilson’s Air Products & Chemicals APD Stock Holding History

Smith Shellnut Wilson’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
Q3 		$266K Sell
974
-166
-15% -$48.1K 0.1% 117
2025
Q2 		$322K Sell
1,140
-316
-22% -$86.5K 0.14% 101
2025
Q1 		$429K Hold
1,456
– – 0.2% 84
2024
Q4 		$422K Buy
1,456
+153
+12% +$48K 0.19% 85
2024
Q3 		$388K Hold
1,303
– – 0.18% 88
2024
Q2 		$336K Hold
1,303
– – 0.16% 93
2024
Q1 		$316K Sell
1,303
-18
-1% -$4.41K 0.17% 97
2023
Q4 		$362K Sell
1,321
-26
-2% -$7.15K 0.21% 85
2023
Q3 		$382K Hold
1,347
– – 0.23% 74
2023
Q2 		$403K Sell
1,347
-9
-0.7% -$2.56K 0.23% 76
2023
Q1 		$389K Hold
1,356
– – 0.24% 71
2022
Q4 		$418K Hold
1,356
– – 0.26% 66
2022
Q3 		$316K Buy
1,356
+71
+6% +$17.6K 0.21% 79
2022
Q2 		$309K Sell
1,285
-154
-11% -$37.4K 0.19% 95
2022
Q1 		$360K Buy
1,439
+1
+0.1% +$257 0.19% 94
2021
Q4 		$438K Buy
1,438
+32
+2% +$9.39K 0.22% 86
2021
Q3 		$360K Buy
1,406
+17
+1% +$4.7K 0.21% 93
2021
Q2 		$400K Sell
1,389
-26
-2% -$7.63K 0.23% 81
2021
Q1 		$398K Sell
1,415
-85
-6% -$23.1K 0.24% 78
2020
Q4 		$410K Sell
1,500
-147
-9% -$41.4K 0.24% 70
2020
Q3 		$491 Hold
1,647
– – 0.18% 61
2020
Q2 		$398K Hold
1,647
– – 0.29% 63
2020
Q1 		$329K Buy
1,647
+41
+3% +$9.34K 0.28% 66
2019
Q4 		$377K Hold
1,606
– – 0.25% 79
2019
Q3 		$356K Buy
1,606
+75
+5% +$16.9K 0.26% 71
2019
Q2 		$347K Sell
1,531
-41
-3% -$8.49K 0.26% 71
2019
Q1 		$300K Buy
1,572
+50
+3% +$8.61K 0.24% 87
2018
Q4 		$244K Sell
1,522
-18
-1% -$2.85K 0.26% 86
2018
Q3 		$257K Buy
+1,540
New +$251K 0.23% 97
2018
Q1 		$245K Sell
1,540
-188
-11% -$31K 0.21% 104
2017
Q4 		$284K Buy
1,728
+74
+4% +$11.8K 0.24% 90
2017
Q3 		$250K Buy
+1,654
New +$242K 0.22% 104

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smith Shellnut Wilson's APD Position: Q3 2025 in Review

Smith Shellnut Wilson reduced its Air Products & Chemicals (APD) stake by 15% in Q3 2025, selling an estimated $48.1K and leaving 974 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #117.

Smith Shellnut Wilson first reported a position in APD in Q3 2017 and has held it in 32 quarters since. The position peaked at $438K in Q4 2021. 1,701 funds tracked by Wall St. Rank hold APD as of Q3 2025.

  • Smith Shellnut Wilson held 974 shares of Air Products & Chemicals worth $266K as of Q3 2025.
  • Smith Shellnut Wilson sold 166 Air Products & Chemicals shares in Q3 2025, an estimated $48.1K.
  • Air Products & Chemicals made up 0.1% of Smith Shellnut Wilson's portfolio in Q3 2025, its #117 holding.
  • Smith Shellnut Wilson first reported a position in Air Products & Chemicals in Q3 2017 and has held it in 32 quarters since.
  • Smith Shellnut Wilson's Air Products & Chemicals position peaked at $438K in Q4 2021.
  • 1,701 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.