Westbourne Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Westbourne Investment 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 Q2	$528K	Hold	1,800	–	–	0.15%	77
2026 Q1	$523K	Hold	1,800	–	–	0.15%	79
2025 Q4	$445K	Hold	1,800	–	–	0.12%	80
2025 Q3	$491K	Hold	1,800	–	–	0.14%	80
2025 Q2	$508K	Hold	1,800	–	–	0.15%	79
2025 Q1	$531K	Hold	1,800	–	–	0.19%	62
2024 Q4	$522K	Hold	1,800	–	–	0.18%	63
2024 Q3	$536K	Hold	1,800	–	–	0.19%	65
2024 Q2	$464K	Hold	1,800	–	–	0.17%	66
2024 Q1	$436K	Hold	1,800	–	–	0.16%	69
2023 Q4	$493K	Hold	1,800	–	–	0.2%	66
2023 Q3	$510K	Hold	1,800	–	–	0.23%	60
2023 Q2	$539K	Hold	1,800	–	–	0.24%	65
2023 Q1	$517K	Hold	1,800	–	–	0.25%	65
2022 Q4	$555K	Hold	1,800	–	–	0.28%	62
2022 Q3	$419K	Buy	+1,800	New	+$446K	0.22%	68
2022 Q2	–	Sell	-1,800	Closed	-$450K	–	83
2022 Q1	$450K	Hold	1,800	–	–	0.19%	71
2021 Q4	$548K	Hold	1,800	–	–	0.22%	66
2021 Q3	$461K	Hold	1,800	–	–	0.21%	60
2021 Q2	$518K	Hold	1,800	–	–	0.23%	56
2021 Q1	$506K	Hold	1,800	–	–	0.25%	57
2020 Q4	$492K	Hold	1,800	–	–	0.29%	54
2020 Q3	$536K	Hold	1,800	–	–	0.61%	31
2020 Q2	$435K	Hold	1,800	–	–	0.54%	32
2020 Q1	$359K	Sell	1,800 -200	-10%	-$45.6K	0.33%	60
2019 Q4	$470K	Hold	2,000	–	–	0.32%	67
2019 Q3	$444K	Hold	2,000	–	–	0.33%	65
2019 Q2	$453K	Hold	2,000	–	–	0.37%	62
2019 Q1	$382K	Hold	2,000	–	–	0.29%	68
2018 Q4	$320K	Sell	2,000 -14	-0.7%	-$2.22K	0.28%	71
2018 Q3	$336K	Buy	+2,014	New	+$328K	0.24%	78

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 $3.38T AUM 44.17% 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

Westbourne Investment Advisors's APD Position: Q2 2026 in Review

Westbourne Investment Advisors held its Air Products & Chemicals (APD) position steady in Q2 2026 at 1,800 shares worth $528K. The position accounts for 0.15% of the portfolio, ranked #77.

Westbourne Investment Advisors first reported a position in APD in Q3 2018 and has held it in 31 quarters since. The position peaked at $555K in Q4 2022. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Westbourne Investment Advisors held 1,800 shares of Air Products & Chemicals worth $528K as of Q2 2026.
Westbourne Investment Advisors left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.15% of Westbourne Investment Advisors's portfolio in Q2 2026, its #77 holding.
Westbourne Investment Advisors first reported a position in Air Products & Chemicals in Q3 2018 and has held it in 31 quarters since.
Westbourne Investment Advisors's Air Products & Chemicals position peaked at $555K in Q4 2022.
1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.