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Summit Global Investments’s Air Products & Chemicals APD Stock Holding History

Summit Global Investments’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 		– Sell
-27,469
Closed -$7.75M – 473
2025
Q2 		$7.75M Buy
+27,469
New +$7.52M 0.46% 38
2024
Q2 		– Sell
-1,194
Closed -$289K – 495
2024
Q1 		$289K Buy
+1,194
New +$293K 0.02% 412
2023
Q3 		– Sell
-4,572
Closed -$1.37M – 508
2023
Q2 		$1.37M Sell
4,572
-42
-0.9% -$12K 0.09% 173
2023
Q1 		$1.32M Sell
4,614
-1,432
-24% -$418K 0.1% 186
2022
Q4 		$1.86M Sell
6,046
-811
-12% -$229K 0.16% 145
2022
Q3 		$1.6M Buy
6,857
+211
+3% +$52.2K 0.15% 150
2022
Q2 		$1.6M Sell
6,646
-350
-5% -$85.1K 0.14% 157
2022
Q1 		$1.75M Sell
6,996
-9,454
-57% -$2.43M 0.13% 163
2021
Q4 		$5M Buy
16,450
+939
+6% +$276K 0.32% 71
2021
Q3 		$3.97M Buy
15,511
+13,552
+692% +$3.75M 0.3% 76
2021
Q2 		$564K Buy
+1,959
New +$575K 0.03% 333
2020
Q1 		– Sell
-23,199
Closed -$5.45M – 219
2019
Q4 		$5.45M Buy
23,199
+176
+0.8% +$39.7K 0.59% 57
2019
Q3 		$5.11M Buy
23,023
+536
+2% +$121K 0.59% 59
2019
Q2 		$5.09M Sell
22,487
-13
-0.1% -$2.69K 0.64% 53
2019
Q1 		$4.3M Buy
22,500
+360
+2% +$62K 0.55% 60
2018
Q4 		$3.54M Buy
22,140
+4,330
+24% +$686K 0.55% 59
2018
Q3 		$2.98M Buy
17,810
+1,595
+10% +$260K 0.4% 67
2018
Q2 		$2.52M Buy
+16,215
New +$2.65M 0.38% 71

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Global Investments's APD Position: Q3 2025 in Review

Summit Global Investments sold out of Air Products & Chemicals (APD) in Q3 2025, closing a stake of 27,469 shares — an estimated $7.75M sold.

Summit Global Investments first reported a position in APD in Q2 2018 and held it in 18 quarters. The position peaked at $7.75M in Q2 2025. 1,706 funds tracked by Wall St. Rank hold APD as of Q3 2025.

  • Summit Global Investments reported no remaining Air Products & Chemicals position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 27,469 Air Products & Chemicals shares in Q3 2025, an estimated $7.75M.
  • Summit Global Investments first reported a position in Air Products & Chemicals in Q2 2018 and held it in 18 quarters.
  • Summit Global Investments's Air Products & Chemicals position peaked at $7.75M in Q2 2025.
  • 1,706 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.