Valley National Advisers’s Air Products & Chemicals APD Stock Holding History

Valley National Advisers’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 Q1	$2.26M	Sell	7,792 -22	-0.3%	-$6.07K	0.29%	73
2025 Q4	$1.93M	Sell	7,814 -390	-5%	-$98.9K	0.27%	90
2025 Q3	$2.24M	Buy	8,204 +146	+2%	+$42.3K	0.35%	66
2025 Q2	$2.27M	Sell	8,058 -54	-0.7%	-$14.8K	0.37%	69
2025 Q1	$2.39M	Sell	8,112 -1,401	-15%	-$432K	0.43%	53
2024 Q4	$2.76M	Buy	9,513 +749	+9%	+$235K	0.5%	47
2024 Q3	$2.61M	Buy	8,764 +706	+9%	+$193K	0.47%	47
2024 Q2	$2.08M	Buy	8,058 +1,231	+18%	+$312K	0.31%	71
2024 Q1	$1.65M	Buy	6,827 +208	+3%	+$51K	0.25%	82
2023 Q4	$1.81M	Buy	6,619 +19	+0.3%	+$5.22K	0.29%	73
2023 Q3	$1.87M	Sell	6,600 -15	-0.2%	-$4.4K	0.33%	64
2023 Q2	$1.98M	Buy	6,615 +5	+0.1%	+$1.42K	0.33%	60
2023 Q1	$1.94M	Sell	6,610 -449	-6%	-$131K	0.34%	65
2022 Q4	$2.21M	Sell	7,059 -20	-0.3%	-$5.64K	0.4%	58
2022 Q3	$1.72M	Sell	7,079 -45	-0.6%	-$11.1K	0.36%	64
2022 Q2	$1.68M	Sell	7,124 -100	-1%	-$24.3K	0.35%	64
2022 Q1	$1.8M	Hold	7,224	–	–	0.35%	67
2021 Q4	$2.2M	Buy	7,224 +160	+2%	+$47K	0.41%	68
2021 Q3	$1.81M	Buy	7,064 +100	+1%	+$27.7K	0.33%	84
2021 Q2	$2M	Sell	6,964 -59	-0.8%	-$17.3K	0.37%	71
2021 Q1	$1.98M	Sell	7,023 -100	-1%	-$27.2K	0.39%	55
2020 Q4	$1.95M	Buy	7,123 +758	+12%	+$213K	0.41%	47
2020 Q3	$1.9M	Hold	6,365	–	–	0.43%	37
2020 Q2	$1.54M	Hold	6,365	–	–	0.35%	49
2020 Q1	$1.27M	Hold	6,365	–	–	0.35%	55
2019 Q4	$1.5M	Sell	6,365 -863	-12%	-$195K	0.37%	55
2019 Q3	$1.6M	Buy	7,228 +400	+6%	+$90K	0.44%	51
2019 Q2	$1.55M	Buy	6,828 +107	+2%	+$22.2K	0.43%	50
2019 Q1	$1.28M	Buy	6,721 +200	+3%	+$34.4K	0.37%	57
2018 Q4	$1.04M	Sell	6,521 -716	-10%	-$113K	0.34%	62
2018 Q3	$1.21M	Buy	7,237 +1,182	+20%	+$192K	0.42%	56
2018 Q2	$943K	Hold	6,055	–	–	0.36%	65
2018 Q1	$963K	Buy	6,055 +2,311	+62%	+$381K	0.36%	61
2017 Q4	$614K	Sell	3,744 -479	-11%	-$76.3K	0.21%	87
2017 Q3	$639K	Buy	4,223 +1,191	+39%	+$174K	0.22%	82
2017 Q2	$434K	Sell	3,032 -222	-7%	-$31.6K	0.16%	100
2017 Q1	$440K	Sell	3,254 -535	-14%	-$75.4K	0.17%	97
2016 Q4	$545K	Sell	3,789 -354	-9%	-$49.5K	0.25%	89
2016 Q3	$576K	Buy	4,143 +1	+0%	+$139	0.3%	87
2016 Q2	$544K	Hold	4,142	–	–	0.28%	91
2016 Q1	$552K	Buy	4,142 +260	+7%	+$31.4K	0.3%	88
2015 Q4	$467K	Sell	3,882 -66	-2%	-$8.31K	0.28%	89
2015 Q3	$466K	Buy	3,948 +541	+16%	+$68.8K	0.28%	92
2015 Q2	$431K	Sell	3,407 -231	-6%	-$31.5K	0.24%	98
2015 Q1	$509K	Sell	3,638 -204	-5%	-$28.2K	0.3%	84
2014 Q4	$397K	Buy	+3,842	New	+$486K	0.3%	74

Other funds holding APD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley National Advisers's APD Position: Q1 2026 in Review

Valley National Advisers reduced its Air Products & Chemicals (APD) stake by 0.28% in Q1 2026, selling an estimated $6.07K and leaving 7,792 shares worth $2.26M. The position accounts for 0.29% of the portfolio, ranked #73.

Valley National Advisers first reported a position in APD in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.76M in Q4 2024. 1,775 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Valley National Advisers held 7,792 shares of Air Products & Chemicals worth $2.26M as of Q1 2026.
Valley National Advisers sold 22 Air Products & Chemicals shares in Q1 2026, an estimated $6.07K.
Air Products & Chemicals made up 0.29% of Valley National Advisers's portfolio in Q1 2026, its #73 holding.
Valley National Advisers first reported a position in Air Products & Chemicals in Q4 2014 and has held it in 46 quarters since.
Valley National Advisers's Air Products & Chemicals position peaked at $2.76M in Q4 2024.
1,775 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.