Tompkins Financial’s Air Products & Chemicals APD Stock Holding History

Tompkins Financial’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	$469K	Hold	1,600	–	–	0.03%	136
2026 Q1	$465K	Sell	1,600 -439	-22%	-$121K	0.04%	129
2025 Q4	$504K	Buy	2,039 +7	+0.3%	+$1.77K	0.04%	125
2025 Q3	$554K	Hold	2,032	–	–	0.05%	121
2025 Q2	$573K	Hold	2,032	–	–	0.05%	117
2025 Q1	$599K	Sell	2,032 -209	-9%	-$64.5K	0.06%	120
2024 Q4	$650K	Hold	2,241	–	–	0.06%	110
2024 Q3	$667K	Hold	2,241	–	–	0.06%	110
2024 Q2	$578K	Hold	2,241	–	–	0.06%	122
2024 Q1	$543K	Buy	2,241 +500	+29%	+$123K	0.06%	127
2023 Q4	$477K	Buy	1,741 +100	+6%	+$27.5K	0.06%	132
2023 Q3	$465K	Buy	1,641 +25	+2%	+$7.33K	0.07%	119
2023 Q2	$484K	Hold	1,616	–	–	0.08%	122
2023 Q1	$464K	Hold	1,616	–	–	0.08%	124
2022 Q4	$498K	Sell	1,616 -180	-10%	-$50.7K	0.08%	120
2022 Q3	$418K	Buy	1,796 +230	+15%	+$56.9K	0.07%	125
2022 Q2	$377K	Hold	1,566	–	–	0.06%	130
2022 Q1	$391K	Buy	+1,566	New	+$402K	0.06%	140
2017 Q1	–	Sell	-333	Closed	-$48K	–	362
2016 Q4	$48K	Sell	333 -27	-8%	-$3.78K	0.01%	215
2016 Q3	$50K	Hold	360	–	–	0.01%	215
2016 Q2	$47K	Hold	360	–	–	0.01%	255
2016 Q1	$48K	Hold	360	–	–	0.02%	245
2015 Q4	$43K	Hold	360	–	–	0.01%	295
2015 Q3	$42K	Sell	360 -2	-0.6%	-$254	0.01%	285
2015 Q2	$46K	Hold	362	–	–	0.01%	280
2015 Q1	$51K	Hold	362	–	–	0.01%	291
2014 Q4	$48K	Hold	362	–	–	0.01%	281
2014 Q3	$44K	Hold	362	–	–	0.01%	286
2014 Q2	$43K	Sell	362 -27	-7%	-$3.01K	0.01%	297
2014 Q1	$43K	Sell	389 -81	-17%	-$8.6K	0.01%	295
2013 Q4	$49K	Buy	470 +443	+1,641%	+$44.7K	0.01%	278
2013 Q3	$3K	Hold	27	–	–	﹤0.01%	435
2013 Q2	$2K	Buy	+27	New	+$2.27K	﹤0.01%	440

Other funds holding APD

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return