Balyasny Asset Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $211M | Buy |
725,084
+561,451
| +343% | +$155M | 0.27% | 57 |
|
|
2025
Q4 | $40.4M | Buy |
163,633
+127,323
| +351% | +$32.3M | 0.05% | 416 |
|
|
2025
Q3 | $9.9M | Buy |
36,310
+23,226
| +178% | +$6.72M | 0.01% | 1059 |
|
|
2025
Q2 | $3.69M | Buy |
13,084
+9,888
| +309% | +$2.71M | 0.01% | 1434 |
|
|
2025
Q1 | $943K | Sell |
3,196
-433,885
| -99% | -$134M | ﹤0.01% | 2018 |
|
|
2024
Q4 | $127M | Buy |
437,081
+235,083
| +116% | +$73.8M | 0.19% | 106 |
|
|
2024
Q3 | $60.1M | Sell |
201,998
-47,324
| -19% | -$12.9M | 0.1% | 250 |
|
|
2024
Q2 | $64.3M | Buy |
249,322
+236,520
| +1,848% | +$60M | 0.11% | 234 |
|
|
2024
Q1 | $3.1M | Buy |
12,802
+8,216
| +179% | +$2.01M | 0.01% | 1402 |
|
|
2023
Q4 | $1.26M | Sell |
4,586
-284,376
| -98% | -$78.2M | ﹤0.01% | 1596 |
|
|
2023
Q3 | $81.9M | Buy |
288,962
+16,828
| +6% | +$4.94M | 0.17% | 142 |
|
|
2023
Q2 | $81.5M | Buy |
272,134
+253,311
| +1,346% | +$72.1M | 0.18% | 134 |
|
|
2023
Q1 | $5.41M | Buy |
+18,823
| New | +$5.49M | 0.01% | 1042 |
|
|
2022
Q4 | – | Sell |
-9,871
| Closed | -$2.78M | – | 2751 |
|
|
2022
Q3 | $2.3M | Sell |
9,871
-481
| -5% | -$119K | 0.01% | 1422 |
|
|
2022
Q2 | $2.49M | Sell |
10,352
-95,918
| -90% | -$23.3M | 0.01% | 1289 |
|
|
2022
Q1 | $26.6M | Buy |
+106,270
| New | +$27.3M | 0.08% | 334 |
|
|
2021
Q4 | – | Sell |
-123,831
| Closed | -$31.7M | – | 2208 |
|
|
2021
Q3 | $31.7M | Buy |
123,831
+48,204
| +64% | +$13.3M | 0.13% | 216 |
|
|
2021
Q2 | $21.8M | Buy |
75,627
+18,061
| +31% | +$5.3M | 0.1% | 271 |
|
|
2021
Q1 | $16.2M | Sell |
57,566
-44,427
| -44% | -$12.1M | 0.08% | 333 |
|
|
2020
Q4 | $27.9M | Sell |
101,993
-58,406
| -36% | -$16.4M | 0.15% | 184 |
|
|
2020
Q3 | $47.8M | Buy |
160,399
+7,707
| +5% | +$2.22M | 0.35% | 53 |
|
|
2020
Q2 | $36.9M | Buy |
+152,692
| New | +$34.9M | 0.32% | 69 |
|
|
2020
Q1 | – | Sell |
-88,420
| Closed | -$20.8M | – | 1135 |
|
|
2019
Q4 | $20.8M | Buy |
+88,420
| New | +$20M | 0.12% | 253 |
|
|
2019
Q1 | – | Sell |
-233,111
| Closed | -$37.3M | – | 1392 |
|
|
2018
Q4 | $37.3M | Sell |
233,111
-33,832
| -13% | -$5.36M | 0.27% | 96 |
|
|
2018
Q3 | $44.6M | Buy |
266,943
+126,388
| +90% | +$20.6M | 0.2% | 124 |
|
|
2018
Q2 | $21.9M | Buy |
140,555
+111,234
| +379% | +$18.2M | 0.1% | 292 |
|
|
2018
Q1 | $4.66M | Buy |
29,321
+737
| +3% | +$122K | 0.02% | 729 |
|
|
2017
Q4 | $4.69M | Sell |
28,584
-6,838
| -19% | -$1.09M | 0.01% | 888 |
|
|
2017
Q3 | $5.36M | Buy |
35,422
+31,708
| +854% | +$4.65M | 0.02% | 690 |
|
|
2017
Q2 | $531K | Sell |
3,714
-182,861
| -98% | -$26M | ﹤0.01% | 1225 |
|
|
2017
Q1 | $25.2M | Buy |
186,575
+156,618
| +523% | +$22.1M | 0.12% | 231 |
|
|
2016
Q4 | $4.31M | Sell |
29,957
-283,351
| -90% | -$39.7M | 0.02% | 724 |
|
|
2016
Q3 | $43.6M | Buy |
+313,308
| New | +$43.4M | 0.25% | 130 |
|
|
2016
Q2 | – | Sell |
-2,600
| Closed | -$346K | – | 1151 |
|
|
2016
Q1 | $346K | Buy |
+2,600
| New | +$314K | ﹤0.01% | 970 |
|
|
2013
Q4 | – | Sell |
-90,311
| Closed | -$8.9M | – | 486 |
|
|
2013
Q3 | $8.9M | Buy |
+90,311
| New | +$8.58M | 0.12% | 231 |
|
Other funds holding APD
VCM
VPM
Balyasny Asset Management's APD Position: Q1 2026 in Review
Balyasny Asset Management increased its Air Products & Chemicals (APD) stake by 343% in Q1 2026, buying an estimated $155M and bringing the position to 725,084 shares worth $211M. The position accounts for 0.27% of the portfolio, ranked #57.
Balyasny Asset Management first reported a position in APD in Q3 2013 and has held it in 35 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.
- Balyasny Asset Management held 725,084 shares of Air Products & Chemicals worth $211M as of Q1 2026.
- Balyasny Asset Management bought 561,451 Air Products & Chemicals shares in Q1 2026, an estimated $155M.
- Air Products & Chemicals made up 0.27% of Balyasny Asset Management's portfolio in Q1 2026, its #57 holding.
- Balyasny Asset Management first reported a position in Air Products & Chemicals in Q3 2013 and has held it in 35 quarters since.
- 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.