Summit Securities Group’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7K | Sell |
37
-1,094
| -97% | -$302K | ﹤0.01% | 658 |
|
|
2025
Q4 | $279K | Buy |
1,131
+747
| +195% | +$189K | 0.04% | 273 |
|
|
2025
Q3 | $105K | Buy |
384
+234
| +156% | +$67.7K | 0.02% | 389 |
|
|
2025
Q2 | $42.3K | Buy |
+150
| New | +$41K | 0.01% | 559 |
|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$493K | – | 780 |
|
|
2024
Q4 | $493K | Buy |
+1,700
| New | +$534K | 0.1% | 136 |
|
|
2024
Q2 | – | Sell |
-46
| Closed | -$11K | – | 570 |
|
|
2024
Q1 | $11K | Buy |
46
+45
| +4,500% | +$11K | ﹤0.01% | 339 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | +$275 | ﹤0.01% | 658 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$90K | – | 561 |
|
|
2023
Q2 | $90K | Sell |
300
-134
| -31% | -$38.2K | 0.01% | 304 |
|
|
2023
Q1 | $125K | Sell |
434
-13,664
| -97% | -$3.99M | 0.01% | 265 |
|
|
2022
Q4 | $4.35M | Buy |
+14,098
| New | +$3.97M | 0.16% | 87 |
|
|
2022
Q3 | – | Sell |
-463
| Closed | -$111K | – | 918 |
|
|
2022
Q2 | $111K | Sell |
463
-1,628
| -78% | -$396K | 0.01% | 394 |
|
|
2022
Q1 | $523K | Buy |
2,091
+868
| +71% | +$223K | 0.06% | 222 |
|
|
2021
Q4 | $372K | Buy |
1,223
+423
| +53% | +$124K | 0.02% | 442 |
|
|
2021
Q3 | $205K | Sell |
800
-1,437
| -64% | -$397K | 0.02% | 634 |
|
|
2021
Q2 | $644K | Buy |
2,237
+437
| +24% | +$128K | 0.05% | 330 |
|
|
2021
Q1 | $506K | Buy |
+1,800
| New | +$489K | 0.06% | 315 |
|
|
2018
Q1 | – | Sell |
-1,600
| Closed | -$263K | – | 151 |
|
|
2017
Q4 | $263K | Buy |
+1,600
| New | +$255K | 0.03% | 138 |
|
|
2017
Q2 | – | Sell |
-5,357
| Closed | -$725K | – | 239 |
|
|
2017
Q1 | $725K | Buy |
+5,357
| New | +$755K | 0.21% | 101 |
|
|
2015
Q3 | – | Sell |
-379
| Closed | -$48K | – | 359 |
|
|
2015
Q2 | $48K | Buy |
+379
| New | +$51.7K | 0.02% | 213 |
|
|
2015
Q1 | – | Sell |
-1,838
| Closed | -$245K | – | 390 |
|
|
2014
Q4 | $245K | Buy |
+1,838
| New | +$232K | 0.07% | 172 |
|
|
2014
Q3 | – | Sell |
-31,025
| Closed | -$3.69M | – | 698 |
|
|
2014
Q2 | $3.69M | Buy |
31,025
+7,567
| +32% | +$844K | 1.27% | 20 |
|
|
2014
Q1 | $2.58M | Buy |
23,458
+22,161
| +1,709% | +$2.35M | 1.54% | 10 |
|
|
2013
Q4 | $134K | Sell |
1,297
-2,054
| -61% | -$207K | 0.02% | 206 |
|
|
2013
Q3 | $330K | Sell |
3,351
-9,513
| -74% | -$904K | 0.11% | 87 |
|
|
2013
Q2 | $1.09M | Buy |
+12,864
| New | +$1.08M | 0.52% | 41 |
|
Other funds holding APD
VCM
VPM
Summit Securities Group's APD Position: Q1 2026 in Review
Summit Securities Group reduced its Air Products & Chemicals (APD) stake by 97% in Q1 2026, selling an estimated $302K and leaving 37 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #658.
Summit Securities Group first reported a position in APD in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.35M in Q4 2022. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.
- Summit Securities Group held 37 shares of Air Products & Chemicals worth $10.7K as of Q1 2026.
- Summit Securities Group sold 1,094 Air Products & Chemicals shares in Q1 2026, an estimated $302K.
- Air Products & Chemicals made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #658 holding.
- Summit Securities Group first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 25 quarters since.
- Summit Securities Group's Air Products & Chemicals position peaked at $4.35M in Q4 2022.
- 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.