True North Advisors’s Air Products & Chemicals APD Stock Holding History

True North 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 Q2	$328K	Sell	1,118 -551	-33%	-$160K	0.03%	226
2026 Q1	$485K	Sell	1,669 -2,770	-62%	-$764K	0.06%	168
2025 Q4	$1.1M	Buy	4,439 +242	+6%	+$61.3K	0.14%	107
2025 Q3	$1.14M	Buy	4,197 +77	+2%	+$22.3K	0.18%	76
2025 Q2	$1.16M	Sell	4,120 -156	-4%	-$42.7K	0.22%	86
2025 Q1	$1.26M	Sell	4,276 -125	-3%	-$38.5K	0.22%	86
2024 Q4	$1.28M	Buy	4,401 +221	+5%	+$69.4K	0.3%	58
2024 Q3	$1.24M	Sell	4,180 -155	-4%	-$42.4K	0.33%	51
2024 Q2	$1.12M	Hold	4,335	–	–	0.3%	55
2024 Q1	$1.05M	Sell	4,335 -559	-11%	-$137K	0.29%	62
2023 Q4	$1.34M	Sell	4,894 -350	-7%	-$96.2K	0.34%	46
2023 Q3	$1.49M	Hold	5,244	–	–	0.46%	45
2023 Q2	$1.57M	Buy	5,244 +1,124	+27%	+$320K	0.45%	50
2023 Q1	$1.18M	Buy	4,120 +485	+13%	+$142K	0.35%	77
2022 Q4	$1.12M	Sell	3,635 -515	-12%	-$145K	0.38%	68
2022 Q3	$965K	Buy	4,150 +445	+12%	+$110K	0.32%	79
2022 Q2	$890K	Buy	3,705 +70	+2%	+$17K	0.28%	82
2022 Q1	$908K	Sell	3,635 -7	-0.2%	-$1.8K	0.24%	92
2021 Q4	$1.11M	Sell	3,642 -40	-1%	-$11.7K	0.19%	104
2021 Q3	$943K	Buy	3,682 +58	+2%	+$16K	0.19%	107
2021 Q2	$1.04M	Buy	3,624 +16	+0.4%	+$4.7K	0.22%	89
2021 Q1	$1.01M	Sell	3,608 -588	-14%	-$160K	0.24%	85
2020 Q4	$1.15M	Sell	4,196 -136	-3%	-$38.3K	0.29%	75
2020 Q3	$1.29M	Buy	4,332 +148	+4%	+$42.6K	0.38%	61
2020 Q2	$1.01M	Buy	4,184 +92	+2%	+$21K	0.24%	81
2020 Q1	$816K	Hold	4,092	–	–	0.28%	56
2019 Q4	$961K	Buy	+4,092	New	+$923K	0.27%	54

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True North Advisors's APD Position: Q2 2026 in Review

True North Advisors reduced its Air Products & Chemicals (APD) stake by 33% in Q2 2026, selling an estimated $160K and leaving 1,118 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #226.

True North Advisors first reported a position in APD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.57M in Q2 2023. 1,768 funds tracked by Wall St. Rank hold APD as of Q2 2026.

True North Advisors held 1,118 shares of Air Products & Chemicals worth $328K as of Q2 2026.
True North Advisors sold 551 Air Products & Chemicals shares in Q2 2026, an estimated $160K.
Air Products & Chemicals made up 0.03% of True North Advisors's portfolio in Q2 2026, its #226 holding.
True North Advisors first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 27 quarters since.
True North Advisors's Air Products & Chemicals position peaked at $1.57M in Q2 2023.
1,768 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.