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London Company of Virginia’s Air Products & Chemicals APD Stock Holding History

London Company of Virginia’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 		$382M Sell
1,316,549
-41,533
-3% -$11.5M 2.36% 8
2025
Q4 		$335M Sell
1,358,082
-143,533
-10% -$36.4M 1.94% 14
2025
Q3 		$410M Sell
1,501,615
-22,891
-2% -$6.63M 2.26% 9
2025
Q2 		$430M Sell
1,524,506
-35,264
-2% -$9.65M 2.43% 7
2025
Q1 		$460M Sell
1,559,770
-42,874
-3% -$13.2M 2.62% 4
2024
Q4 		$465M Sell
1,602,644
-83,083
-5% -$26.1M 2.54% 5
2024
Q3 		$502M Sell
1,685,727
-106,757
-6% -$29.2M 2.64% 4
2024
Q2 		$463M Buy
1,792,484
+60,941
+4% +$15.5M 2.6% 4
2024
Q1 		$420M Buy
1,731,543
+521,023
+43% +$128M 2.21% 10
2023
Q4 		$331M Sell
1,210,520
-92,343
-7% -$25.4M 1.87% 15
2023
Q3 		$369M Sell
1,302,863
-43,341
-3% -$12.7M 2.22% 11
2023
Q2 		$403M Sell
1,346,204
-34,870
-3% -$9.93M 2.28% 9
2023
Q1 		$397M Sell
1,381,074
-36,242
-3% -$10.6M 2.29% 9
2022
Q4 		$437M Buy
1,417,316
+4,455
+0.3% +$1.26M 2.58% 7
2022
Q3 		$329M Buy
1,412,861
+41,167
+3% +$10.2M 2.08% 10
2022
Q2 		$330M Buy
1,371,694
+1,063
+0.1% +$258K 2.02% 13
2022
Q1 		$343M Sell
1,370,631
-16,998
-1% -$4.37M 1.81% 21
2021
Q4 		$422M Buy
1,387,629
+217,976
+19% +$64M 2.13% 10
2021
Q3 		$300M Buy
1,169,653
+18,224
+2% +$5.04M 1.65% 20
2021
Q2 		$331M Buy
1,151,429
+12,626
+1% +$3.71M 1.77% 15
2021
Q1 		$320M Buy
1,138,803
+8,118
+0.7% +$2.21M 1.84% 15
2020
Q4 		$309M Buy
1,130,685
+15,624
+1% +$4.4M 1.93% 11
2020
Q3 		$332M Buy
1,115,061
+3,668
+0.3% +$1.06M 2.37% 9
2020
Q2 		$268M Buy
1,111,393
+50,430
+5% +$11.5M 2.09% 12
2020
Q1 		$212M Buy
1,060,963
+842,095
+385% +$192M 2.02% 12
2019
Q4 		$51.4M Buy
+218,868
New +$49.4M 0.4% 72

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Capital Research Global Investors
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State Street
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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

London Company of Virginia's APD Position: Q1 2026 in Review

London Company of Virginia reduced its Air Products & Chemicals (APD) stake by 3.1% in Q1 2026, selling an estimated $11.5M and leaving 1,316,549 shares worth $382M. The position accounts for 2.36% of the portfolio, ranked #8.

London Company of Virginia first reported a position in APD in Q4 2019 and has held it in 26 quarters since. The position peaked at $502M in Q3 2024. 1,781 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • London Company of Virginia held 1,316,549 shares of Air Products & Chemicals worth $382M as of Q1 2026.
  • London Company of Virginia sold 41,533 Air Products & Chemicals shares in Q1 2026, an estimated $11.5M.
  • Air Products & Chemicals made up 2.36% of London Company of Virginia's portfolio in Q1 2026, its #8 holding.
  • London Company of Virginia first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 26 quarters since.
  • London Company of Virginia's Air Products & Chemicals position peaked at $502M in Q3 2024.
  • 1,781 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.