Avalon Capital Management
APD icon

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
Q3 		$310K Buy
1,113
+8
+0.7% +$2.38K 0.07% 102
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

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Avalon Capital Management's APD Position: Q3 2026 in Review

Avalon Capital Management increased its Air Products & Chemicals (APD) stake by 0.72% in Q3 2026, buying an estimated $2.38K and bringing the position to 1,113 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #102.

Avalon Capital Management first reported a position in APD in Q2 2024 and has held it in 10 quarters since. The position peaked at $515K in Q3 2024. 1,383 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Avalon Capital Management held 1,113 shares of Air Products & Chemicals worth $310K as of Q3 2026.
  • Avalon Capital Management bought 8 Air Products & Chemicals shares in Q3 2026, an estimated $2.38K.
  • Air Products & Chemicals made up 0.07% of Avalon Capital Management's portfolio in Q3 2026, its #102 holding.
  • Avalon Capital Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 10 quarters since.
  • Avalon Capital Management's Air Products & Chemicals position peaked at $515K in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Avalon Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.