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

Longfellow 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
Q1 		$10.3M Buy
35,430
+26,019
+276% +$7.17M 2.15% 10
2025
Q4 		$2.32M Buy
9,411
+6,771
+256% +$1.72M 0.52% 27
2025
Q3 		$720K Hold
2,640
– – 0.17% 96
2025
Q2 		$745K Hold
2,640
– – 0.18% 89
2025
Q1 		$779K Sell
2,640
-626
-19% -$193K 0.19% 77
2024
Q4 		$947K Sell
3,266
-1,268
-28% -$398K 0.24% 59
2024
Q3 		$1.35M Sell
4,534
-671
-13% -$183K 0.34% 39
2024
Q2 		$1.34M Buy
5,205
+822
+19% +$208K 0.34% 36
2024
Q1 		$1.06M Buy
4,383
+2,262
+107% +$554K 0.24% 51
2023
Q4 		$581K Buy
2,121
+2,110
+19,182% +$580K 0.14% 83
2023
Q3 		$3.12K Hold
11
– – ﹤0.01% 176
2023
Q2 		$3.29K Hold
11
– – ﹤0.01% 201
2023
Q1 		$3.16K Hold
11
– – ﹤0.01% 204
2022
Q4 		$3.39K Sell
11
-2,671
-100% -$753K ﹤0.01% 211
2022
Q3 		$624K Hold
2,682
– – 0.13% 132
2022
Q2 		$646K Buy
2,682
+2
+0.1% +$486 0.14% 125
2022
Q1 		$671K Buy
2,680
+2,671
+29,678% +$686K 0.11% 141
2021
Q4 		$3K Hold
9
– – ﹤0.01% 318
2021
Q3 		$3K Hold
9
– – ﹤0.01% 347
2021
Q2 		$3K Sell
9
-2,796
-100% -$821K ﹤0.01% 360
2021
Q1 		$790K Sell
2,805
-415
-13% -$113K 0.09% 197
2020
Q4 		$881K Buy
+3,220
New +$907K 0.11% 160

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

Longfellow Investment Management's APD Position: Q1 2026 in Review

Longfellow Investment Management increased its Air Products & Chemicals (APD) stake by 276% in Q1 2026, buying an estimated $7.17M and bringing the position to 35,430 shares worth $10.3M. The position accounts for 2.15% of the portfolio, ranked #10.

Longfellow Investment Management first reported a position in APD in Q4 2020 and has held it in 22 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Longfellow Investment Management held 35,430 shares of Air Products & Chemicals worth $10.3M as of Q1 2026.
  • Longfellow Investment Management bought 26,019 Air Products & Chemicals shares in Q1 2026, an estimated $7.17M.
  • Air Products & Chemicals made up 2.15% of Longfellow Investment Management's portfolio in Q1 2026, its #10 holding.
  • Longfellow Investment Management first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 22 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.