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

Whittier 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 Q1	$1.44M	Sell	4,911 -37	-0.7%	-$10.2K	0.02%	306
2025 Q4	$1.28M	Sell	4,948 -345	-7%	-$87.5K	0.01%	317
2025 Q3	$1.44M	Sell	5,293 -43	-0.8%	-$12.4K	0.02%	303
2025 Q2	$1.51M	Buy	5,336 +52	+1%	+$14.2K	0.02%	326
2025 Q1	$1.56M	Sell	5,284 -39	-0.7%	-$12K	0.02%	318
2024 Q4	$1.54M	Sell	5,323 -29	-0.5%	-$9.11K	0.02%	308
2024 Q3	$1.59M	Buy	5,352 +326	+6%	+$89.2K	0.02%	306
2024 Q2	$1.3M	Sell	5,026 -281	-5%	-$71.3K	0.02%	322
2024 Q1	$1.29M	Sell	5,307 -39	-0.7%	-$9.56K	0.02%	319
2023 Q4	$1.46M	Sell	5,346 -14	-0.3%	-$3.85K	0.02%	296
2023 Q3	$1.52M	Buy	5,360 +14	+0.3%	+$4.11K	0.03%	298
2023 Q2	$1.6M	Sell	5,346 -44	-0.8%	-$12.5K	0.03%	295
2023 Q1	$1.55M	Sell	5,390 -384	-7%	-$112K	0.03%	299
2022 Q4	$1.78M	Buy	5,774 +399	+7%	+$112K	0.03%	282
2022 Q3	$1.25M	Sell	5,375 -20	-0.4%	-$4.95K	0.03%	306
2022 Q2	$1.3M	Buy	5,395 +97	+2%	+$23.6K	0.03%	320
2022 Q1	$1.32M	Sell	5,298 -42	-0.8%	-$10.8K	0.02%	328
2021 Q4	$1.63M	Hold	5,340	–	–	0.03%	302
2021 Q3	$1.37M	Buy	5,340 +78	+1%	+$21.6K	0.02%	319
2021 Q2	$1.51M	Sell	5,262 -65	-1%	-$19.1K	0.03%	305
2021 Q1	$1.5M	Sell	5,327 -240	-4%	-$65.2K	0.03%	301
2020 Q4	$1.52M	Buy	5,567 +265	+5%	+$74.6K	0.03%	280
2020 Q3	$1.58M	Hold	5,302	–	–	0.04%	275
2020 Q2	$1.28M	Sell	5,302 -2	-0%	-$457	0.04%	277
2020 Q1	$1.06M	Buy	5,304 +176	+3%	+$40.1K	0.03%	280
2019 Q4	$1.21M	Buy	5,128 +83	+2%	+$18.7K	0.03%	289
2019 Q3	$1.12M	Sell	5,045 -13	-0.3%	-$2.92K	0.03%	291
2019 Q2	$1.15M	Hold	5,058	–	–	0.03%	287
2019 Q1	$966K	Hold	5,058	–	–	0.03%	292
2018 Q4	$809K	Hold	5,058	–	–	0.03%	306
2018 Q3	$845K	Hold	5,058	–	–	0.03%	306
2018 Q2	$788K	Hold	5,058	–	–	0.03%	312
2018 Q1	$804K	Buy	5,058 +300	+6%	+$49.5K	0.03%	312
2017 Q4	$780K	Buy	4,758 +320	+7%	+$51K	0.03%	310
2017 Q3	$671K	Hold	4,438	–	–	0.02%	320
2017 Q2	$635K	Hold	4,438	–	–	0.02%	314
2017 Q1	$600K	Buy	4,438 +9	+0.2%	+$1.27K	0.02%	324
2016 Q4	$637K	Sell	4,429 -354	-7%	-$49.5K	0.03%	309
2016 Q3	$665K	Hold	4,783	–	–	0.03%	310
2016 Q2	$629K	Sell	4,783 -1,054	-18%	-$140K	0.03%	316
2016 Q1	$778K	Hold	5,837	–	–	0.03%	285
2015 Q4	$703K	Hold	5,837	–	–	0.03%	310
2015 Q3	$689K	Sell	5,837 -33	-0.6%	-$4.2K	0.03%	295
2015 Q2	$743K	Hold	5,870	–	–	0.03%	307
2015 Q1	$822K	Sell	5,870 -38	-0.6%	-$5.26K	0.04%	284
2014 Q4	$788K	Hold	5,908	–	–	0.04%	287
2014 Q3	$711K	Hold	5,908	–	–	0.03%	292
2014 Q2	$703K	Hold	5,908	–	–	0.03%	298
2014 Q1	$651K	Hold	5,908	–	–	0.03%	298
2013 Q4	$611K	Sell	5,908 -1,216	-17%	-$123K	0.03%	300
2013 Q3	$702K	Sell	7,124 -340	-5%	-$32.3K	0.04%	285
2013 Q2	$632K	Buy	+7,464	New	+$627K	0.04%	289

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whittier Trust's APD Position: Q1 2026 in Review

Whittier Trust reduced its Air Products & Chemicals (APD) stake by 0.75% in Q1 2026, selling an estimated $10.2K and leaving 4,911 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #306.

Whittier Trust first reported a position in APD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.78M in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Whittier Trust held 4,911 shares of Air Products & Chemicals worth $1.44M as of Q1 2026.
Whittier Trust sold 37 Air Products & Chemicals shares in Q1 2026, an estimated $10.2K.
Air Products & Chemicals made up 0.02% of Whittier Trust's portfolio in Q1 2026, its #306 holding.
Whittier Trust first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Air Products & Chemicals position peaked at $1.78M in Q4 2022.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.