Wendell David Associates’s Air Products & Chemicals APD Stock Holding History

Wendell David Associates’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	$4.58M	Sell	15,610 -120	-0.8%	-$34.9K	0.48%	47
2026 Q1	$4.57M	Hold	15,730	–	–	0.5%	44
2025 Q4	$3.89M	Sell	15,730 -50	-0.3%	-$12.7K	0.39%	49
2025 Q3	$4.3M	Hold	15,780	–	–	0.42%	51
2025 Q2	$4.45M	Sell	15,780 -101	-0.6%	-$27.6K	0.45%	48
2025 Q1	$4.68M	Hold	15,881	–	–	0.47%	46
2024 Q4	$4.61M	Hold	15,881	–	–	0.46%	47
2024 Q3	$4.73M	Buy	15,881 +100	+0.6%	+$27.3K	0.45%	49
2024 Q2	$4.07M	Hold	15,781	–	–	0.41%	50
2024 Q1	$3.82M	Sell	15,781 -689	-4%	-$169K	0.39%	53
2023 Q4	$4.51M	Hold	16,470	–	–	0.49%	49
2023 Q3	$4.67M	Hold	16,470	–	–	0.55%	45
2023 Q2	$4.93M	Sell	16,470 -360	-2%	-$103K	0.56%	46
2023 Q1	$4.83M	Hold	16,830	–	–	0.57%	46
2022 Q4	$5.19M	Hold	16,830	–	–	0.64%	41
2022 Q3	$3.92M	Sell	16,830 -337	-2%	-$83.4K	0.53%	50
2022 Q2	$4.13M	Hold	17,167	–	–	0.52%	50
2022 Q1	$4.29M	Hold	17,167	–	–	0.48%	52
2021 Q4	$5.22M	Sell	17,167 -40	-0.2%	-$11.7K	0.53%	47
2021 Q3	$4.41M	Sell	17,207 -100	-0.6%	-$27.7K	0.49%	52
2021 Q2	$4.98M	Buy	17,307 +674	+4%	+$198K	0.56%	46
2021 Q1	$4.68M	Buy	16,633 +1	+0%	+$272	0.56%	45
2020 Q4	$4.54M	Sell	16,632 -775	-4%	-$218K	0.56%	47
2020 Q3	$5.18M	Sell	17,407 -50	-0.3%	-$14.4K	0.69%	38
2020 Q2	$4.21M	Hold	17,457	–	–	0.61%	41
2020 Q1	$3.48M	Hold	17,457	–	–	0.59%	45
2019 Q4	$4.1M	Hold	17,457	–	–	0.57%	50
2019 Q3	$3.87M	Sell	17,457 -150	-0.9%	-$33.7K	0.57%	51
2019 Q2	$3.99M	Hold	17,607	–	–	0.6%	48
2019 Q1	$3.36M	Sell	17,607 -250	-1%	-$43K	0.52%	53
2018 Q4	$2.86M	Sell	17,857 -300	-2%	-$47.6K	0.51%	55
2018 Q3	$3.03M	Hold	18,157	–	–	0.47%	61
2018 Q2	$2.83M	Hold	18,157	–	–	0.48%	59
2018 Q1	$2.89M	Hold	18,157	–	–	0.52%	52
2017 Q4	$2.98M	Sell	18,157 -800	-4%	-$127K	0.51%	50
2017 Q3	$2.87M	Sell	18,957 -50	-0.3%	-$7.33K	0.51%	49
2017 Q2	$2.72M	Hold	19,007	–	–	0.51%	48
2017 Q1	$2.57M	Hold	19,007	–	–	0.49%	54
2016 Q4	$2.73M	Sell	19,007 -1,540	-7%	-$216K	0.54%	54
2016 Q3	$2.86M	Hold	20,547	–	–	0.56%	52
2016 Q2	$2.7M	Sell	20,547 -175	-0.8%	-$23.3K	0.53%	52
2016 Q1	$2.76M	Hold	20,722	–	–	0.54%	50
2015 Q4	$2.49M	Sell	20,722 -41	-0.2%	-$5.16K	0.49%	51
2015 Q3	$2.46M	Hold	20,763	–	–	0.5%	52
2015 Q2	$2.63M	Hold	20,763	–	–	0.51%	54
2015 Q1	$2.9M	Hold	20,763	–	–	0.56%	47
2014 Q4	$2.77M	Hold	20,763	–	–	0.54%	49
2014 Q3	$2.5M	Sell	20,763 -216	-1%	-$26.4K	0.52%	53
2014 Q2	$2.5M	Sell	20,979 -16	-0.1%	-$1.78K	0.53%	52
2014 Q1	$2.31M	Buy	20,995 +16	+0.1%	+$1.7K	0.5%	53
2013 Q4	$2.17M	Buy	20,979 +324	+2%	+$32.7K	0.48%	53
2013 Q3	$2.04M	Hold	20,655	–	–	0.49%	54
2013 Q2	$1.76M	Buy	+20,655	New	+$1.74M	0.44%	59

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

Wendell David Associates's APD Position: Q2 2026 in Review

Wendell David Associates reduced its Air Products & Chemicals (APD) stake by 0.76% in Q2 2026, selling an estimated $34.9K and leaving 15,610 shares worth $4.58M. The position accounts for 0.48% of the portfolio, ranked #47.

Wendell David Associates first reported a position in APD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.22M in Q4 2021. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Wendell David Associates held 15,610 shares of Air Products & Chemicals worth $4.58M as of Q2 2026.
Wendell David Associates sold 120 Air Products & Chemicals shares in Q2 2026, an estimated $34.9K.
Air Products & Chemicals made up 0.48% of Wendell David Associates's portfolio in Q2 2026, its #47 holding.
Wendell David Associates first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 53 quarters since.
Wendell David Associates's Air Products & Chemicals position peaked at $5.22M in Q4 2021.
1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.