James T. Borello RIA’s Air Products & Chemicals APD Stock Holding History

James T. Borello RIA’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 Q3	$23.4K	Sell	84 -6	-7%	-$1.78K	﹤0.01%	384
2026 Q2	$26.4K	Buy	90 +11	+14%	+$3.2K	0.01%	343
2026 Q1	$22.9K	Buy	79 +29	+58%	+$8K	0.01%	341
2025 Q4	$12.4K	Buy	50 +40	+400%	+$10.1K	﹤0.01%	361
2025 Q3	$2.73K	Buy	10 +5	+100%	+$1.45K	﹤0.01%	674
2025 Q2	$1.41K	Buy	+5	New	+$1.37K	﹤0.01%	267

Other funds holding APD

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

James T. Borello RIA's APD Position: Q3 2026 in Review

James T. Borello RIA reduced its Air Products & Chemicals (APD) stake by 6.7% in Q3 2026, selling an estimated $1.78K and leaving 84 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

James T. Borello RIA first reported a position in APD in Q2 2025 and has held it in 6 quarters since. The position peaked at $26.4K in Q2 2026. 367 funds tracked by Wall St. Rank hold APD as of Q3 2026.

James T. Borello RIA held 84 shares of Air Products & Chemicals worth $23.4K as of Q3 2026.
James T. Borello RIA sold 6 Air Products & Chemicals shares in Q3 2026, an estimated $1.78K.
Air Products & Chemicals made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #384 holding.
James T. Borello RIA first reported a position in Air Products & Chemicals in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's Air Products & Chemicals position peaked at $26.4K in Q2 2026.
367 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.