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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
Q2 		$1.07M Sell
3,636
-187
-5% -$54.4K 0.01% 825
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial's APD Position: Q2 2026 in Review

Summit Financial reduced its Air Products & Chemicals (APD) stake by 4.9% in Q2 2026, selling an estimated $54.4K and leaving 3,636 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #825.

Summit Financial first reported a position in APD in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.41M in Q3 2025. 1,775 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Summit Financial held 3,636 shares of Air Products & Chemicals worth $1.07M as of Q2 2026.
  • Summit Financial sold 187 Air Products & Chemicals shares in Q2 2026, an estimated $54.4K.
  • Air Products & Chemicals made up 0.01% of Summit Financial's portfolio in Q2 2026, its #825 holding.
  • Summit Financial first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 16 quarters since.
  • Summit Financial's Air Products & Chemicals position peaked at $1.41M in Q3 2025.
  • 1,775 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.