MRL
APD icon

Mantle Ridge LP’s Air Products & Chemicals APD Stock Holding History

Mantle Ridge LP’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 		– Sell
-4,107,517
Closed -$1.01B – 2
2025
Q4 		$1.01B Hold
4,107,517
– – 40.53% 2
2025
Q3 		$1.12B Hold
4,107,517
– – 49.51% 2
2025
Q2 		$1.16B Hold
4,107,517
– – 49.15% 2
2025
Q1 		$1.21B Hold
4,107,517
– – 57.14% 1
2024
Q4 		$1.19B Buy
+4,107,517
New +$1.29B 56.77% 1

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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Mantle Ridge LP's APD Position: Q1 2026 in Review

Mantle Ridge LP sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 4,107,517 shares — an estimated $1.01B sold.

Mantle Ridge LP first reported a position in APD in Q4 2024 and held it in 5 quarters. The position peaked at $1.21B in Q1 2025. 1,785 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Mantle Ridge LP reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
  • Mantle Ridge LP sold 4,107,517 Air Products & Chemicals shares in Q1 2026, an estimated $1.01B.
  • Mantle Ridge LP first reported a position in Air Products & Chemicals in Q4 2024 and held it in 5 quarters.
  • Mantle Ridge LP's Air Products & Chemicals position peaked at $1.21B in Q1 2025.
  • 1,785 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Mantle Ridge LP's 13F filing for Q1 2026, filed 15 May 2026.