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Waverly Advisors’s Air Products & Chemicals APD Stock Holding History

Waverly 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
Q1 		$9.3M Buy
32,003
+977
+3% +$269K 0.07% 273
2025
Q4 		$7.66M Buy
31,026
+13,190
+74% +$3.34M 0.06% 290
2025
Q3 		$4.86M Sell
17,836
-556
-3% -$161K 0.05% 326
2025
Q2 		$5.19M Buy
18,392
+1,099
+6% +$301K 0.06% 304
2025
Q1 		$5.1M Sell
17,293
-800
-4% -$247K 0.06% 293
2024
Q4 		$5.25M Buy
18,093
+13,620
+304% +$4.28M 0.08% 212
2024
Q3 		$1.33M Sell
4,473
-468
-9% -$128K 0.02% 400
2024
Q2 		$1.28M Sell
4,941
-1,674
-25% -$425K 0.03% 397
2024
Q1 		$1.6M Sell
6,615
-496
-7% -$122K 0.04% 293
2023
Q4 		$1.95M Buy
7,111
+598
+9% +$164K 0.07% 152
2023
Q3 		$1.85M Buy
6,513
+2,037
+46% +$597K 0.08% 144
2023
Q2 		$1.34M Buy
4,476
+6
+0.1% +$1.71K 0.06% 161
2023
Q1 		$1.28M Sell
4,470
-102
-2% -$29.8K 0.07% 127
2022
Q4 		$1.41M Buy
+4,572
New +$1.29M 0.08% 112
2018
Q1 		– Sell
-114
Closed -$19K – 190
2017
Q4 		$19K Buy
+114
New +$18.2K ﹤0.01% 291
2016
Q1 		– Sell
-2,705
Closed -$326K – 99
2015
Q4 		$326K Buy
2,705
+2,487
+1,141% +$313K 0.14% 83
2015
Q3 		$26K Hold
218
– – 0.02% 220
2015
Q2 		$28K Hold
218
– – 0.02% 189
2015
Q1 		$31K Hold
218
– – 0.02% 157
2014
Q4 		$29K Hold
218
– – 0.01% 173
2014
Q3 		$26K Hold
218
– – 0.01% 295
2014
Q2 		$26K Hold
218
– – 0.01% 296
2014
Q1 		$24K Sell
218
-2,625
-92% -$279K 0.01% 291
2013
Q4 		$294K Hold
2,843
– – 0.1% 114
2013
Q3 		$280K Hold
2,843
– – 0.14% 74
2013
Q2 		$241K Buy
+2,843
New +$239K 0.14% 79

Other funds holding APD

BlackRock
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's APD Position: Q1 2026 in Review

Waverly Advisors increased its Air Products & Chemicals (APD) stake by 3.1% in Q1 2026, buying an estimated $269K and bringing the position to 32,003 shares worth $9.3M. The position accounts for 0.07% of the portfolio, ranked #273.

Waverly Advisors first reported a position in APD in Q2 2013 and has held it in 26 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Waverly Advisors held 32,003 shares of Air Products & Chemicals worth $9.3M as of Q1 2026.
  • Waverly Advisors bought 977 Air Products & Chemicals shares in Q1 2026, an estimated $269K.
  • Air Products & Chemicals made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #273 holding.
  • Waverly Advisors first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 26 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.