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Wilbanks Smith & Thomas Asset Management’s Air Products & Chemicals APD Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024
Q1 		$958K Sell
3,954
-9
-0.2% -$2.21K 0.03% 239
2023
Q4 		$1.09M Buy
3,963
+1
+0% +$275 0.03% 213
2023
Q3 		$1.12M Buy
3,962
+70
+2% +$20.5K 0.04% 212
2023
Q2 		$1.17M Sell
3,892
-43
-1% -$12.2K 0.04% 205
2023
Q1 		$1.13M Sell
3,935
-23
-0.6% -$6.71K 0.04% 204
2022
Q4 		$1.22M Buy
3,958
+25
+0.6% +$7.04K 0.05% 200
2022
Q3 		$915K Buy
3,933
+1
+0% +$248 0.04% 224
2022
Q2 		$946K Buy
3,932
+94
+2% +$22.9K 0.04% 223
2022
Q1 		$918K Sell
3,838
-206
-5% -$52.9K 0.04% 227
2021
Q4 		$1.23M Buy
4,044
+34
+0.8% +$9.98K 0.04% 216
2021
Q3 		$1.03M Sell
4,010
-31
-0.8% -$8.57K 0.04% 224
2021
Q2 		$1.16M Hold
4,041
– – 0.05% 210
2021
Q1 		$1.14M Buy
4,041
+32
+0.8% +$8.7K 0.05% 201
2020
Q4 		$1.09M Sell
4,009
-99
-2% -$27.9K 0.05% 183
2020
Q3 		$1.22M Sell
4,108
-14
-0.3% -$4.03K 0.07% 165
2020
Q2 		$995K Buy
4,122
+227
+6% +$51.8K 0.06% 165
2020
Q1 		$778K Buy
3,895
+443
+13% +$101K 0.06% 179
2019
Q4 		$811K Buy
3,452
+35
+1% +$7.9K 0.05% 191
2019
Q3 		$758K Sell
3,417
-92
-3% -$20.7K 0.05% 185
2019
Q2 		$794K Buy
3,509
+117
+3% +$24.2K 0.05% 183
2019
Q1 		$648K Sell
3,392
-117
-3% -$20.1K 0.04% 209
2018
Q4 		$562K Buy
3,509
+1
+0% +$159 0.04% 191
2018
Q3 		$586K Sell
3,508
-80
-2% -$13K 0.04% 217
2018
Q2 		$559K Hold
3,588
– – 0.04% 184
2018
Q1 		$571K Sell
3,588
-11
-0.3% -$1.81K 0.05% 176
2017
Q4 		$591K Hold
3,599
– – 0.05% 179
2017
Q3 		$544K Buy
3,599
+804
+29% +$118K 0.05% 186
2017
Q2 		$400K Sell
2,795
-11
-0.4% -$1.56K 0.04% 205
2017
Q1 		$380K Hold
2,806
– – 0.03% 204
2016
Q4 		$404K Sell
2,806
-226
-7% -$31.6K 0.04% 186
2016
Q3 		$422K Buy
3,032
+658
+28% +$91.2K 0.04% 180
2016
Q2 		$312K Buy
2,374
+1
+0% +$133 0.03% 215
2016
Q1 		$316K Buy
2,373
+73
+3% +$8.83K 0.04% 215
2015
Q4 		$277K Buy
2,300
+1
+0% +$126 0.03% 214
2015
Q3 		$271K Sell
2,299
-26
-1% -$3.31K 0.04% 215
2015
Q2 		$294K Sell
2,325
-24
-1% -$3.27K 0.03% 234
2015
Q1 		$329K Buy
2,349
+1
+0% +$138 0.03% 217
2014
Q4 		$313K Buy
2,348
+1
+0% +$126 0.03% 229
2014
Q3 		$283K Sell
2,347
-6
-0.3% -$733 0.03% 222
2014
Q2 		$280K Sell
2,353
-53
-2% -$5.91K 0.03% 228
2014
Q1 		$265K Buy
2,406
+1
+0% +$106 0.03% 234
2013
Q4 		$249K Sell
2,405
-23
-0.9% -$2.32K 0.03% 232
2013
Q3 		$239K Sell
2,428
-119
-5% -$11.3K 0.03% 237
2013
Q2 		$216K Buy
+2,547
New +$214K 0.03% 234

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's APD Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Air Products & Chemicals (APD) stake by 0.23% in Q1 2024, selling an estimated $2.21K and leaving 3,954 shares worth $958K. The position accounts for 0.03% of the portfolio, ranked #239.

Wilbanks Smith & Thomas Asset Management first reported a position in APD in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.23M in Q4 2021. 1,655 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 3,954 shares of Air Products & Chemicals worth $958K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 9 Air Products & Chemicals shares in Q1 2024, an estimated $2.21K.
  • Air Products & Chemicals made up 0.03% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #239 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 44 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Air Products & Chemicals position peaked at $1.23M in Q4 2021.
  • 1,655 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.