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

Hillman 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 		$383K Sell
1,306
-33
-2% -$9.6K 0.28% 43
2026
Q1 		$389K Sell
1,339
-28
-2% -$7.72K 0.27% 42
2025
Q4 		$338K Buy
1,367
+222
+19% +$56.3K 0.21% 53
2025
Q3 		$312K Buy
1,145
+22
+2% +$6.37K 0.18% 51
2025
Q2 		$317K Buy
1,123
+90
+9% +$24.6K 0.17% 49
2025
Q1 		$305K Buy
1,033
+106
+11% +$32.7K 0.15% 48
2024
Q4 		$269K Sell
927
-238
-20% -$74.7K 0.1% 51
2024
Q3 		$347K Sell
1,165
-35
-3% -$9.57K 0.12% 41
2024
Q2 		$310K Sell
1,200
-144
-11% -$36.5K 0.11% 42
2024
Q1 		$326K Buy
1,344
+351
+35% +$86K 0.1% 43
2023
Q4 		$272K Buy
993
+22
+2% +$6.05K 0.09% 50
2023
Q3 		$275K Sell
971
-885
-48% -$260K 0.11% 46
2023
Q2 		$556K Buy
1,856
+147
+9% +$41.9K 0.2% 43
2023
Q1 		$491K Sell
1,709
-80
-4% -$23.3K 0.19% 45
2022
Q4 		$551K Sell
1,789
-743
-29% -$209K 0.22% 41
2022
Q3 		$589K Buy
2,532
+69
+3% +$17.1K 0.24% 42
2022
Q2 		$592K Buy
2,463
+174
+8% +$42.3K 0.22% 40
2022
Q1 		$572K Buy
2,289
+346
+18% +$88.9K 0.18% 42
2021
Q4 		$591K Buy
+1,943
New +$570K 0.2% 38

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 $3.38T AUM 44.17% 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

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

Hillman Capital Management reduced its Air Products & Chemicals (APD) stake by 2.5% in Q2 2026, selling an estimated $9.6K and leaving 1,306 shares worth $383K. The position accounts for 0.28% of the portfolio, ranked #43.

Hillman Capital Management first reported a position in APD in Q4 2021 and has held it in 19 quarters since. The position peaked at $592K in Q2 2022. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Hillman Capital Management held 1,306 shares of Air Products & Chemicals worth $383K as of Q2 2026.
  • Hillman Capital Management sold 33 Air Products & Chemicals shares in Q2 2026, an estimated $9.6K.
  • Air Products & Chemicals made up 0.28% of Hillman Capital Management's portfolio in Q2 2026, its #43 holding.
  • Hillman Capital Management first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 19 quarters since.
  • Hillman Capital Management's Air Products & Chemicals position peaked at $592K in Q2 2022.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Hillman Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.