MCM
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Mengis Capital Management’s Air Products & Chemicals APD Stock Holding History

Mengis 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 		$800K Sell
2,753
-35
-1% -$9.65K 0.14% 128
2025
Q4 		$689K Hold
2,788
– – 0.12% 135
2025
Q3 		$760K Hold
2,788
– – 0.15% 118
2025
Q2 		$786K Hold
2,788
– – 0.17% 111
2025
Q1 		$822K Hold
2,788
– – 0.17% 110
2024
Q4 		$809K Buy
2,788
+500
+22% +$157K 0.17% 112
2024
Q3 		$681K Buy
2,288
+60
+3% +$16.4K 0.13% 117
2024
Q2 		$575K Buy
+2,228
New +$565K 0.12% 126

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

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

Mengis Capital Management reduced its Air Products & Chemicals (APD) stake by 1.3% in Q1 2026, selling an estimated $9.65K and leaving 2,753 shares worth $800K. The position accounts for 0.14% of the portfolio, ranked #128.

Mengis Capital Management first reported a position in APD in Q2 2024 and has held it in 8 quarters since. The position peaked at $822K in Q1 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Mengis Capital Management held 2,753 shares of Air Products & Chemicals worth $800K as of Q1 2026.
  • Mengis Capital Management sold 35 Air Products & Chemicals shares in Q1 2026, an estimated $9.65K.
  • Air Products & Chemicals made up 0.14% of Mengis Capital Management's portfolio in Q1 2026, its #128 holding.
  • Mengis Capital Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 8 quarters since.
  • Mengis Capital Management's Air Products & Chemicals position peaked at $822K in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

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