SXL
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Summit X LLC’s Air Products & Chemicals APD Stock Holding History

Summit X LLC’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
-745
Closed -$210K – 12
2025
Q2 		$210K Buy
745
+4
+0.5% +$1.09K 0.04% 242
2025
Q1 		$219K Buy
+741
New +$229K 0.05% 209
2024
Q3 		– Sell
-984
Closed -$255K – 215
2024
Q2 		$255K Buy
+984
New +$250K 0.06% 204
2023
Q3 		– Sell
-2,085
Closed -$625K – 186
2023
Q2 		$625K Buy
2,085
+106
+5% +$30.2K 0.15% 135
2023
Q1 		$568K Buy
+1,979
New +$578K 0.15% 140
2020
Q4 		– Sell
-223
Closed -$298 – 258
2020
Q3 		$298 Buy
+223
New +$64.2K ﹤0.01% 369

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State Street
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Dodge & Cox
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return