APD β€” AIR PRODS & CHEMS INC

Ownership history in Clark & Stuart, Inc  Β·  6 quarters on record

AI Ownership Summary

Clark & Stuart, Inc reported AIR PRODS & CHEMS INC (APD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.07% in 2025 Q1. The latest visible filing shows APD at 2.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark & Stuart, Inc's position in AIR PRODS & CHEMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APD was reported at 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.07% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clark & Stuart, Inc held APD β€” position size vs. price
% of Fund (quarterly)    APD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,378 -470 -3.4% 2.62% $3.9M 2026-04-13 $298.65
2025 Q4 REDUCED 13,848 -175 -1.2% 2.36% $3.4M 2026-01-07 $260.24
2025 Q3 REDUCED 14,023 -125 -0.9% 2.73% $3.8M 2025-10-15 $253.95
2025 Q2 REDUCED 14,148 -118 -0.8% 3.01% $4.0M 2025-07-23 $291.96
2025 Q1 REDUCED 14,266 -30 -0.2% 3.07% $4.2M 2025-04-21 $250.85
2024 Q4 INITIATED 14,296 β€” β€” 3.03% $4.1M 2025-01-13 $292.07

FAQ About Clark & Stuart, Inc and APD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark & Stuart, Inc reported owning APD?

Clark & Stuart, Inc reported APD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported APD position in Clark & Stuart, Inc's portfolio?

The largest reported portfolio weight for APD was 3.07% in 2025 Q1.

What is the latest reported APD position on this page?

The most recent filing on this page is 2026 Q1, when Clark & Stuart, Inc reported 13,378 shares, equal to 2.62% of portfolio, with an estimated market value of $3.9M.

What does the chart on this APD ownership page compare?

The chart compares Clark & Stuart, Inc's quarterly APD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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