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Summit Financial’s Air Products & Chemicals APD Stock Holding History

Summit Financial’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 		$1.11M Buy
3,823
+25
+0.7% +$6.89K 0.01% 738
2025
Q4 		$938K Sell
3,798
-1,376
-27% -$349K 0.01% 693
2025
Q3 		$1.41M Buy
5,174
+801
+18% +$232K 0.02% 558
2025
Q2 		$1.23M Buy
4,373
+329
+8% +$90K 0.03% 373
2025
Q1 		$1.19M Buy
4,044
+903
+29% +$278K 0.03% 339
2024
Q4 		$911K Buy
3,141
+132
+4% +$41.5K 0.03% 333
2024
Q3 		$896K Buy
3,009
+134
+5% +$36.6K 0.04% 280
2024
Q2 		$742K Buy
2,875
+491
+21% +$125K 0.03% 269
2024
Q1 		$581K Buy
2,384
+354
+17% +$86.7K 0.03% 234
2023
Q4 		$559K Sell
2,030
-151
-7% -$41.5K 0.04% 232
2023
Q3 		$622K Buy
2,181
+8
+0.4% +$2.35K 0.05% 215
2023
Q2 		$655K Buy
2,173
+1,468
+208% +$418K 0.05% 199
2023
Q1 		$204K Sell
705
-105
-13% -$30.6K 0.02% 247
2022
Q4 		$250K Buy
+810
New +$228K 0.02% 218
2022
Q1 		– Sell
-707
Closed -$216K – 248
2021
Q4 		$216K Buy
+707
New +$208K 0.02% 233

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

Summit Financial's APD Position: Q1 2026 in Review

Summit Financial increased its Air Products & Chemicals (APD) stake by 0.66% in Q1 2026, buying an estimated $6.89K and bringing the position to 3,823 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #738.

Summit Financial first reported a position in APD in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2025. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Summit Financial held 3,823 shares of Air Products & Chemicals worth $1.11M as of Q1 2026.
  • Summit Financial bought 25 Air Products & Chemicals shares in Q1 2026, an estimated $6.89K.
  • Air Products & Chemicals made up 0.01% of Summit Financial's portfolio in Q1 2026, its #738 holding.
  • Summit Financial first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 15 quarters since.
  • Summit Financial's Air Products & Chemicals position peaked at $1.41M in Q3 2025.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.