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
2014
Q3
Sell
-97
Closed -$2K 699
2014
Q2
$2K Buy
+97
New +$10.8K ﹤0.01% 488
2013
Q4
Sell
-116
Closed -$2K 509
2013
Q3
$2K Sell
116
-21
-15% -$2K ﹤0.01% 337
2013
Q2
$10K Buy
+137
New +$11.5K ﹤0.01% 319

Other funds holding APD

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.