VBCG
APD icon

Valley Brook Capital Group’s Air Products & Chemicals APD Stock Holding History

Valley Brook Capital Group’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 		$661K Buy
2,255
+15
+0.7% +$4.36K 0.38% 66
2026
Q1 		$651K Hold
2,240
– – 0.44% 57
2025
Q4 		$553K Sell
2,240
-140
-6% -$35.5K 0.37% 60
2025
Q3 		$649K Sell
2,380
-60
-2% -$17.4K 0.44% 56
2025
Q2 		$688K Buy
2,440
+25
+1% +$6.84K 0.52% 49
2025
Q1 		$712K Sell
2,415
-20
-0.8% -$6.17K 0.56% 47
2024
Q4 		$706K Sell
2,435
-70
-3% -$22K 0.53% 51
2024
Q3 		$746K Sell
2,505
-65
-3% -$17.8K 0.54% 52
2024
Q2 		$663K Hold
2,570
– – 0.52% 53
2024
Q1 		$623K Sell
2,570
-2,379
-48% -$583K 0.5% 52
2023
Q4 		$1.35M Buy
4,949
+66
+1% +$18.1K 1.18% 26
2023
Q3 		$1.38M Buy
4,883
+95
+2% +$27.9K 1.37% 18
2023
Q2 		$1.43M Hold
4,788
– – 1.32% 19
2023
Q1 		$1.38M Buy
4,788
+185
+4% +$54K 1.27% 21
2022
Q4 		$1.42M Sell
4,603
-3
-0.1% -$845 1.36% 20
2022
Q3 		$1.07M Hold
4,606
– – 1.17% 28
2022
Q2 		$1.11M Sell
4,606
-200
-4% -$48.6K 1.14% 28
2022
Q1 		$1.2M Buy
4,806
+93
+2% +$23.9K 1.04% 29
2021
Q4 		$1.43M Hold
4,713
– – 1.24% 20
2021
Q3 		$1.21M Sell
4,713
-135
-3% -$37.3K 1.2% 23
2021
Q2 		$1.39M Buy
4,848
+44
+0.9% +$12.9K 1.33% 21
2021
Q1 		$1.35M Buy
4,804
+106
+2% +$28.8K 1.22% 21
2020
Q4 		$1.28M Buy
+4,698
New +$1.32M 1.27% 20

Other funds holding APD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Valley Brook Capital Group's APD Position: Q2 2026 in Review

Valley Brook Capital Group increased its Air Products & Chemicals (APD) stake by 0.67% in Q2 2026, buying an estimated $4.36K and bringing the position to 2,255 shares worth $661K. The position accounts for 0.38% of the portfolio, ranked #66.

Valley Brook Capital Group first reported a position in APD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q2 2023. 1,006 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Valley Brook Capital Group held 2,255 shares of Air Products & Chemicals worth $661K as of Q2 2026.
  • Valley Brook Capital Group bought 15 Air Products & Chemicals shares in Q2 2026, an estimated $4.36K.
  • Air Products & Chemicals made up 0.38% of Valley Brook Capital Group's portfolio in Q2 2026, its #66 holding.
  • Valley Brook Capital Group first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 23 quarters since.
  • Valley Brook Capital Group's Air Products & Chemicals position peaked at $1.43M in Q2 2023.
  • 1,006 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.