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Synergy Investment Management’s Air Products & Chemicals APD Stock Holding History

Synergy Investment Management’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
Q2 		$8.81K Buy
30
+11
+58% +$3.2K ﹤0.01% 654
2026
Q1 		$5.52K Buy
+19
New +$5.24K ﹤0.01% 570
2025
Q2 		– Sell
-16
Closed -$4.72K – 103
2025
Q1 		$4.72K Hold
16
– – ﹤0.01% 460
2024
Q4 		$4.64K Buy
+16
New +$5.02K ﹤0.01% 473

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Synergy Investment Management's APD Position: Q2 2026 in Review

Synergy Investment Management increased its Air Products & Chemicals (APD) stake by 58% in Q2 2026, buying an estimated $3.2K and bringing the position to 30 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Synergy Investment Management first reported a position in APD in Q4 2024 and has held it in 4 quarters since. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Synergy Investment Management held 30 shares of Air Products & Chemicals worth $8.81K as of Q2 2026.
  • Synergy Investment Management bought 11 Air Products & Chemicals shares in Q2 2026, an estimated $3.2K.
  • Air Products & Chemicals made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #654 holding.
  • Synergy Investment Management first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 4 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.