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

Avalon 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	$324K	Hold	1,105	–	–	0.08%	91
2026 Q1	$321K	Hold	1,105	–	–	0.09%	92
2025 Q4	$273K	Hold	1,105	–	–	0.07%	118
2025 Q3	$301K	Sell	1,105 -625	-36%	-$181K	0.07%	105
2025 Q2	$488K	Hold	1,730	–	–	0.13%	84
2025 Q1	$510K	Hold	1,730	–	–	0.15%	84
2024 Q4	$502K	Hold	1,730	–	–	0.16%	83
2024 Q3	$515K	Hold	1,730	–	–	0.16%	78
2024 Q2	$447K	Buy	+1,730	New	+$439K	0.14%	78

Other funds holding APD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

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

Avalon Capital Management held its Air Products & Chemicals (APD) position steady in Q2 2026 at 1,105 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #91.

Avalon Capital Management first reported a position in APD in Q2 2024 and has held it in 9 quarters since. The position peaked at $515K in Q3 2024. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Avalon Capital Management held 1,105 shares of Air Products & Chemicals worth $324K as of Q2 2026.
Avalon Capital Management left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.08% of Avalon Capital Management's portfolio in Q2 2026, its #91 holding.
Avalon Capital Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 9 quarters since.
Avalon Capital Management's Air Products & Chemicals position peaked at $515K in Q3 2024.
547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.