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Allred Capital Management’s Air Products & Chemicals APD Stock Holding History

Allred Capital 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
2026
Q2 		$323K Sell
1,101
-6
-0.5% -$1.75K 0.11% 135
2026
Q1 		$322K Sell
1,107
-24
-2% -$6.62K 0.12% 127
2025
Q4 		$279K Buy
1,131
+39
+4% +$9.89K 0.1% 133
2025
Q3 		$298K Sell
1,092
-48
-4% -$13.9K 0.1% 139
2025
Q2 		$322K Sell
1,140
-150
-12% -$41K 0.12% 127
2025
Q1 		$380K Buy
1,290
+30
+2% +$9.25K 0.15% 122
2024
Q4 		$366K Hold
1,260
– – 0.14% 130
2024
Q3 		$375K Buy
1,260
+40
+3% +$10.9K 0.15% 121
2024
Q2 		$315K Buy
1,220
+222
+22% +$56.3K 0.12% 136
2024
Q1 		$242K Sell
998
-56
-5% -$13.7K 0.09% 156
2023
Q4 		$289K Sell
1,054
-94
-8% -$25.8K 0.13% 141
2023
Q3 		$325K Buy
1,148
+238
+26% +$69.8K 0.16% 115
2023
Q2 		$273K Buy
910
+200
+28% +$57K 0.13% 128
2023
Q1 		$204K Buy
710
+10
+1% +$2.92K 0.11% 149
2022
Q4 		$216K Buy
+700
New +$197K 0.12% 142
2021
Q2 		– Sell
-312
Closed -$87.9K – 219
2021
Q1 		$87.9K Buy
+312
New +$84.8K 0.04% 289
2020
Q1 		– Sell
-289
Closed -$68K – 173
2019
Q4 		$68K Buy
+289
New +$65.2K 0.04% 277

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allred Capital Management's APD Position: Q2 2026 in Review

Allred Capital Management reduced its Air Products & Chemicals (APD) stake by 0.54% in Q2 2026, selling an estimated $1.75K and leaving 1,101 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #135.

Allred Capital Management first reported a position in APD in Q4 2019 and has held it in 17 quarters since. The position peaked at $380K in Q1 2025. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Allred Capital Management held 1,101 shares of Air Products & Chemicals worth $323K as of Q2 2026.
  • Allred Capital Management sold 6 Air Products & Chemicals shares in Q2 2026, an estimated $1.75K.
  • Air Products & Chemicals made up 0.11% of Allred Capital Management's portfolio in Q2 2026, its #135 holding.
  • Allred Capital Management first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 17 quarters since.
  • Allred Capital Management's Air Products & Chemicals position peaked at $380K in Q1 2025.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.