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WHI Trust’s Air Products & Chemicals APD Stock Holding History

WHI Trust’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 		– Sell
-232
Closed -$67.5K – 63
2026
Q1 		$67.5K Hold
232
– – 0.05% 42
2025
Q4 		$57.4K Buy
+232
New +$58.8K 0.04% 46

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Capital Research Global Investors
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WHI Trust's APD Position: Q2 2026 in Review

WHI Trust sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 232 shares — an estimated $67.5K sold.

WHI Trust first reported a position in APD in Q4 2025 and held it in 2 quarters. The position peaked at $67.5K in Q1 2026. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • WHI Trust reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
  • WHI Trust sold 232 Air Products & Chemicals shares in Q2 2026, an estimated $67.5K.
  • WHI Trust first reported a position in Air Products & Chemicals in Q4 2025 and held it in 2 quarters.
  • WHI Trust's Air Products & Chemicals position peaked at $67.5K in Q1 2026.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.