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Summit Trail Advisors’s Air Products & Chemicals APD Stock Holding History

Summit Trail Advisors’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 		$2.62M Buy
9,031
+783
+9% +$216K 0.04% 370
2025
Q4 		$2.04M Sell
8,248
-802
-9% -$203K 0.04% 390
2025
Q3 		$2.47M Buy
9,050
+6,224
+220% +$1.8M 0.03% 334
2025
Q2 		$797K Buy
+2,826
New +$773K 0.01% 556
2024
Q4 		– Sell
-1,723
Closed -$513K – 422
2024
Q3 		$513K Sell
1,723
-351
-17% -$96K 0.01% 394
2024
Q2 		$535K Buy
2,074
+506
+32% +$128K 0.01% 360
2024
Q1 		$383K Buy
1,568
+24
+2% +$5.88K 0.01% 400
2023
Q4 		$425K Sell
1,544
-594
-28% -$163K 0.01% 312
2023
Q3 		$610K Buy
2,138
+76
+4% +$22.3K 0.02% 235
2023
Q2 		$621K Buy
2,062
+741
+56% +$211K 0.02% 224
2023
Q1 		$381K Buy
1,321
+304
+30% +$88.7K 0.02% 269
2022
Q4 		$315K Buy
1,017
+116
+13% +$32.7K 0.01% 272
2022
Q3 		$211K Sell
901
-87
-9% -$21.5K 0.01% 326
2022
Q2 		$239K Buy
+988
New +$240K 0.01% 313
2022
Q1 		– Sell
-741
Closed -$227K – 329
2021
Q4 		$227K Buy
+741
New +$218K 0.01% 255
2019
Q1 		– Sell
-1,675
Closed -$270K – 93
2018
Q4 		$270K Buy
+1,675
New +$265K 0.1% 85
2018
Q2 		– Sell
-1,605
Closed -$254K – 495
2018
Q1 		$254K Buy
1,605
+154
+11% +$25.4K 0.04% 318
2017
Q4 		$247K Buy
+1,451
New +$231K 0.03% 363

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 Trail Advisors's APD Position: Q1 2026 in Review

Summit Trail Advisors increased its Air Products & Chemicals (APD) stake by 9.5% in Q1 2026, buying an estimated $216K and bringing the position to 9,031 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #370.

Summit Trail Advisors first reported a position in APD in Q4 2017 and has held it in 18 quarters since. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Summit Trail Advisors held 9,031 shares of Air Products & Chemicals worth $2.62M as of Q1 2026.
  • Summit Trail Advisors bought 783 Air Products & Chemicals shares in Q1 2026, an estimated $216K.
  • Air Products & Chemicals made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #370 holding.
  • Summit Trail Advisors first reported a position in Air Products & Chemicals in Q4 2017 and has held it in 18 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.