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Andreas Halvorsen’s Air Products & Chemicals APD Stock Holding History

Andreas Halvorsen’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 		$1.39B Buy
4,740,351
+636,256
+16% +$185M 3.96% 3
2026
Q1 		$1.19B Sell
4,104,095
-678,439
-14% -$187M 3.33% 6
2025
Q4 		$1.18B Buy
4,782,534
+1,115,415
+30% +$283M 3.14% 7
2025
Q3 		$1B Buy
3,667,119
+1,512,965
+70% +$438M 2.6% 10
2025
Q2 		$608M Buy
+2,154,154
New +$589M 1.76% 22
2024
Q2 		– Sell
-338,206
Closed -$81.9M – 84
2024
Q1 		$81.9M Buy
+338,206
New +$82.9M 0.31% 61
2021
Q1 		– Sell
-636,600
Closed -$174M – 96
2020
Q4 		$174M Buy
+636,600
New +$179M 0.48% 53
2016
Q4 		– Sell
-5,212,965
Closed -$725M – 65
2016
Q3 		$725M Sell
5,212,965
-2,293,934
-31% -$318M 3.13% 11
2016
Q2 		$986M Buy
7,506,899
+39,167
+0.5% +$5.22M 4.19% 6
2016
Q1 		$995M Buy
7,467,732
+1,646,059
+28% +$199M 4.38% 7
2015
Q4 		$701M Sell
5,821,673
-574,843
-9% -$72.3M 2.64% 15
2015
Q3 		$755M Buy
6,396,516
+12,434
+0.2% +$1.58M 2.89% 11
2015
Q2 		$808M Sell
6,384,082
-2,100,218
-25% -$286M 3.05% 11
2015
Q1 		$1.19B Buy
8,484,300
+2,689,632
+46% +$372M 4.6% 6
2014
Q4 		$773M Buy
5,794,668
+1,952,794
+51% +$247M 3.55% 7
2014
Q3 		$463M Buy
+3,841,874
New +$469M 1.86% 20

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

Andreas Halvorsen's APD Position: Q2 2026 in Review

Andreas Halvorsen increased its Air Products & Chemicals (APD) stake by 16% in Q2 2026, buying an estimated $185M and bringing the position to 4,740,351 shares worth $1.39B. The position accounts for 3.96% of the portfolio, ranked #3.

Andreas Halvorsen first reported a position in APD in Q3 2014 and has held it in 16 quarters since. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Andreas Halvorsen held 4,740,351 shares of Air Products & Chemicals worth $1.39B as of Q2 2026.
  • Andreas Halvorsen bought 636,256 Air Products & Chemicals shares in Q2 2026, an estimated $185M.
  • Air Products & Chemicals made up 3.96% of Andreas Halvorsen's portfolio in Q2 2026, its #3 holding.
  • Andreas Halvorsen first reported a position in Air Products & Chemicals in Q3 2014 and has held it in 16 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Viking Global Investors's 13F filing for Q2 2026, filed 14 Aug 2026.