APD β€” AIR PRODS & CHEMS INC

Ownership history in InvesTrust  Β·  6 quarters on record

AI Ownership Summary

InvesTrust reported AIR PRODS & CHEMS INC (APD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.11% in 2025 Q1. The latest visible filing shows APD at 1.24% 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 InvesTrust'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 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% 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 InvesTrust held APD β€” position size vs. price
% of Fund (quarterly)    APD price (quarter-end, 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 ADDED 10,149 +38 +0.4% 1.24% $2.9M 2026-04-07 $292.39
2025 Q4 ADDED 10,111 +158 +1.6% 0.97% $2.5M 2026-01-14 $265.58
2025 Q3 ADDED 9,953 +18 +0.2% 0.99% $2.7M 2025-10-02 $266.97
2025 Q2 REDUCED 9,935 -16,191 -62.0% 1.08% $2.8M 2025-07-02 $284.52
2025 Q1 ADDED 26,126 +50 +0.2% 2.11% $7.7M 2025-04-09 $263.14
2024 Q4 INITIATED 26,076 β€” β€” 2.10% $7.6M 2025-01-08 $276.11

FAQ About InvesTrust and APD

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

How long has InvesTrust reported owning APD?

InvesTrust reported APD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported APD position in InvesTrust's portfolio?

The largest reported portfolio weight for APD was 2.11% in 2025 Q1.

What is the latest reported APD position on this page?

The most recent filing on this page is 2026 Q1, when InvesTrust reported 10,149 shares, equal to 1.24% of portfolio, with an estimated market value of $2.9M.

What does the chart on this APD ownership page compare?

The chart compares InvesTrust'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.

← Back to InvesTrust Holdings