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

Bryn Mawr 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
Q1 		$734K Sell
2,527
-149
-6% -$41.1K 0.04% 232
2025
Q4 		$661K Sell
2,676
-199
-7% -$50.4K 0.03% 243
2025
Q3 		$784K Sell
2,875
-446
-13% -$129K 0.04% 229
2025
Q2 		$937K Buy
3,321
+105
+3% +$28.7K 0.05% 206
2025
Q1 		$948K Sell
3,216
-473
-13% -$146K 0.06% 196
2024
Q4 		$1.07M Sell
3,689
-70
-2% -$22K 0.06% 212
2024
Q3 		$1.12M Sell
3,759
-198
-5% -$54.1K 0.06% 206
2024
Q2 		$1.02M Sell
3,957
-225
-5% -$57.1K 0.06% 214
2024
Q1 		$1.01M Sell
4,182
-2,656
-39% -$651K 0.06% 221
2023
Q4 		$1.87M Buy
6,838
+183
+3% +$50.3K 0.12% 153
2023
Q3 		$1.89M Buy
6,655
+5,450
+452% +$1.6M 0.12% 150
2023
Q2 		$361K Buy
1,205
+180
+18% +$51.3K 0.03% 232
2023
Q1 		$294K Hold
1,025
– – 0.03% 234
2022
Q4 		$316K Buy
+1,025
New +$289K 0.03% 224
2021
Q1 		– Sell
-22,225
Closed -$6.07M – 94
2020
Q4 		$6.07M Buy
+22,225
New +$6.26M 3% 6

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bryn Mawr Capital Management's APD Position: Q1 2026 in Review

Bryn Mawr Capital Management reduced its Air Products & Chemicals (APD) stake by 5.6% in Q1 2026, selling an estimated $41.1K and leaving 2,527 shares worth $734K. The position accounts for 0.04% of the portfolio, ranked #232.

Bryn Mawr Capital Management first reported a position in APD in Q4 2020 and has held it in 15 quarters since. The position peaked at $6.07M in Q4 2020. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Bryn Mawr Capital Management held 2,527 shares of Air Products & Chemicals worth $734K as of Q1 2026.
  • Bryn Mawr Capital Management sold 149 Air Products & Chemicals shares in Q1 2026, an estimated $41.1K.
  • Air Products & Chemicals made up 0.04% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #232 holding.
  • Bryn Mawr Capital Management first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 15 quarters since.
  • Bryn Mawr Capital Management's Air Products & Chemicals position peaked at $6.07M in Q4 2020.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.