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West Branch Capital’s Air Products & Chemicals APD Stock Holding History

West Branch Capital’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 		$101K Hold
346
– – 0.02% 109
2026
Q1 		$101K Sell
346
-36
-9% -$9.93K 0.03% 107
2025
Q4 		$94.4K Hold
382
– – 0.02% 115
2025
Q3 		$104K Hold
382
– – 0.03% 112
2025
Q2 		$108K Sell
382
-39
-9% -$10.7K 0.03% 110
2025
Q1 		$124K Buy
421
+39
+10% +$12K 0.04% 102
2024
Q4 		$111K Hold
382
– – 0.04% 110
2024
Q3 		$114K Hold
382
– – 0.04% 108
2024
Q2 		$98.6K Hold
382
– – 0.04% 125
2024
Q1 		$92.5K Hold
382
– – 0.04% 131
2023
Q4 		$105K Hold
382
– – 0.05% 116
2023
Q3 		$108K Hold
382
– – 0.06% 106
2023
Q2 		$114K Hold
382
– – 0.06% 107
2023
Q1 		$110K Hold
382
– – 0.06% 112
2022
Q4 		$118K Hold
382
– – 0.07% 104
2022
Q3 		$89K Hold
382
– – 0.06% 126
2022
Q2 		$92K Hold
382
– – 0.05% 125
2022
Q1 		$95K Sell
382
-39
-9% -$10K 0.05% 134
2021
Q4 		$128K Hold
421
– – 0.05% 123
2021
Q3 		$108K Hold
421
– – 0.05% 127
2021
Q2 		$121K Buy
+421
New +$124K 0.06% 123

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

West Branch Capital's APD Position: Q2 2026 in Review

West Branch Capital held its Air Products & Chemicals (APD) position steady in Q2 2026 at 346 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #109.

West Branch Capital first reported a position in APD in Q2 2021 and has held it in 21 quarters since. The position peaked at $128K in Q4 2021. 434 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • West Branch Capital held 346 shares of Air Products & Chemicals worth $101K as of Q2 2026.
  • West Branch Capital left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #109 holding.
  • West Branch Capital first reported a position in Air Products & Chemicals in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Air Products & Chemicals position peaked at $128K in Q4 2021.
  • 434 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.