KCM
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Kanawha Capital Management’s Air Products & Chemicals APD Stock Holding History

Kanawha 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 		$13.9M Buy
47,886
+1,124
+2% +$310K 0.98% 34
2025
Q4 		$11.6M Sell
46,762
-1,130
-2% -$286K 0.8% 39
2025
Q3 		$13.1M Buy
47,892
+582
+1% +$168K 0.9% 35
2025
Q2 		$13.3M Buy
47,310
+94
+0.2% +$25.7K 0.99% 34
2025
Q1 		$13.9M Buy
47,216
+110
+0.2% +$33.9K 1.08% 30
2024
Q4 		$13.7M Buy
47,106
+499
+1% +$157K 1.07% 31
2024
Q3 		$13.9M Buy
46,607
+43
+0.1% +$11.8K 1.01% 35
2024
Q2 		$12M Buy
46,564
+1,386
+3% +$352K 0.94% 35
2024
Q1 		$10.9M Buy
45,178
+5,116
+13% +$1.25M 0.87% 35
2023
Q4 		$11M Buy
40,062
+1,199
+3% +$330K 1.01% 32
2023
Q3 		$11M Buy
38,863
+245
+0.6% +$71.9K 1.07% 30
2023
Q2 		$11.6M Buy
38,618
+982
+3% +$280K 1.06% 29
2023
Q1 		$10.8M Buy
37,636
+251
+0.7% +$73.3K 1.04% 31
2022
Q4 		$11.5M Sell
37,385
-37
-0.1% -$10.4K 1.13% 29
2022
Q3 		$8.71M Buy
37,422
+365
+1% +$90.4K 0.95% 35
2022
Q2 		$8.91M Buy
37,057
+262
+0.7% +$63.7K 0.9% 40
2022
Q1 		$9.2M Buy
36,795
+1,115
+3% +$287K 0.81% 43
2021
Q4 		$10.9M Buy
35,680
+42
+0.1% +$12.3K 0.92% 39
2021
Q3 		$9.13M Buy
35,638
+1,247
+4% +$345K 0.84% 42
2021
Q2 		$9.89M Buy
34,391
+826
+2% +$242K 0.91% 39
2021
Q1 		$9.44M Buy
33,565
+2,469
+8% +$671K 0.92% 40
2020
Q4 		$8.5M Buy
31,096
+965
+3% +$272K 0.87% 42
2020
Q3 		$8.97M Sell
30,131
-141
-0.5% -$40.6K 1.03% 31
2020
Q2 		$7.31M Sell
30,272
-232
-0.8% -$53K 0.91% 39
2020
Q1 		$6.09M Buy
30,504
+949
+3% +$216K 0.89% 42
2019
Q4 		$6.95M Buy
29,555
+1,187
+4% +$268K 0.81% 45
2019
Q3 		$6.29M Sell
28,368
-324
-1% -$72.9K 0.82% 47
2019
Q2 		$6.5M Sell
28,692
-565
-2% -$117K 0.87% 43
2019
Q1 		$5.59M Sell
29,257
-425
-1% -$73.1K 0.78% 47
2018
Q4 		$4.75M Buy
29,682
+703
+2% +$111K 0.74% 49
2018
Q3 		$4.84M Sell
28,979
-560
-2% -$91.2K 0.67% 53
2018
Q2 		$4.6M Sell
29,539
-200
-0.7% -$32.7K 0.69% 53
2018
Q1 		$4.73M Sell
29,739
-532
-2% -$87.7K 0.71% 51
2017
Q4 		$4.97M Sell
30,271
-329
-1% -$52.4K 0.73% 53
2017
Q3 		$4.63M Sell
30,600
-290
-0.9% -$42.5K 0.71% 53
2017
Q2 		$4.42M Buy
30,890
+390
+1% +$55.4K 0.69% 54
2017
Q1 		$4.13M Sell
30,500
-737
-2% -$104K 0.66% 55
2016
Q4 		$4.49M Sell
31,237
-2,922
-9% -$409K 0.75% 52
2016
Q3 		$4.75M Buy
34,159
+206
+0.6% +$28.6K 0.8% 51
2016
Q2 		$4.46M Sell
33,953
-460
-1% -$61.3K 0.75% 53
2016
Q1 		$4.59M Buy
34,413
+417
+1% +$50.4K 0.79% 50
2015
Q4 		$4.09M Buy
33,996
+72
+0.2% +$9.06K 0.74% 53
2015
Q3 		$4M Sell
33,924
-799
-2% -$102K 0.77% 50
2015
Q2 		$4.39M Sell
34,723
-1,173
-3% -$160K 0.78% 50
2015
Q1 		$5.02M Sell
35,896
-830
-2% -$115K 0.88% 47
2014
Q4 		$4.9M Sell
36,726
-258
-0.7% -$32.6K 0.86% 50
2014
Q3 		$4.45M Sell
36,984
-407
-1% -$49.7K 0.81% 52
2014
Q2 		$4.45M Sell
37,391
-945
-2% -$105K 0.82% 54
2014
Q1 		$4.22M Sell
38,336
-632
-2% -$67.1K 0.8% 52
2013
Q4 		$4.03M Sell
38,968
-135
-0.3% -$13.6K 0.77% 55
2013
Q3 		$3.85M Hold
39,103
– – 0.8% 53
2013
Q2 		$3.31M Buy
+39,103
New +$3.29M 0.73% 55

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

Kanawha Capital Management's APD Position: Q1 2026 in Review

Kanawha Capital Management increased its Air Products & Chemicals (APD) stake by 2.4% in Q1 2026, buying an estimated $310K and bringing the position to 47,886 shares worth $13.9M. The position accounts for 0.98% of the portfolio, ranked #34.

Kanawha Capital Management first reported a position in APD in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.9M in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Kanawha Capital Management held 47,886 shares of Air Products & Chemicals worth $13.9M as of Q1 2026.
  • Kanawha Capital Management bought 1,124 Air Products & Chemicals shares in Q1 2026, an estimated $310K.
  • Air Products & Chemicals made up 0.98% of Kanawha Capital Management's portfolio in Q1 2026, its #34 holding.
  • Kanawha Capital Management first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 52 quarters since.
  • Kanawha Capital Management's Air Products & Chemicals position peaked at $13.9M in Q1 2025.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.