Jensen Investment Management’s Air Products & Chemicals APD Stock Holding History

Jensen Investment 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	$1.61M	Sell	5,491 -2,204	-29%	-$641K	0.04%	67
2026 Q1	$2.24M	Sell	7,695 -1,340	-15%	-$369K	0.04%	63
2025 Q4	$2.23M	Buy	9,035 +3	+0%	+$760	0.04%	68
2025 Q3	$2.46M	Sell	9,032 -3,608	-29%	-$1.04M	0.03%	71
2025 Q2	$3.57M	Hold	12,640	–	–	0.04%	61
2025 Q1	$3.73M	Sell	12,640 -1,940	-13%	-$598K	0.04%	59
2024 Q4	$4.23M	Buy	14,580 +1,410	+11%	+$443K	0.04%	59
2024 Q3	$3.92M	Buy	13,170 +5,190	+65%	+$1.42M	0.03%	69
2024 Q2	$2.06M	Buy	+7,980	New	+$2.02M	0.02%	82

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jensen Investment Management's APD Position: Q2 2026 in Review

Jensen Investment Management reduced its Air Products & Chemicals (APD) stake by 29% in Q2 2026, selling an estimated $641K and leaving 5,491 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #67.

Jensen Investment Management first reported a position in APD in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.23M in Q4 2024. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Jensen Investment Management held 5,491 shares of Air Products & Chemicals worth $1.61M as of Q2 2026.
Jensen Investment Management sold 2,204 Air Products & Chemicals shares in Q2 2026, an estimated $641K.
Air Products & Chemicals made up 0.04% of Jensen Investment Management's portfolio in Q2 2026, its #67 holding.
Jensen Investment Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 9 quarters since.
Jensen Investment Management's Air Products & Chemicals position peaked at $4.23M in Q4 2024.
1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.