OC
APD icon

Optima Capital’s Air Products & Chemicals APD Stock Holding History

Optima Capital’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
-27
Closed -$6.67K – 219
2025
Q4 		$6.67K Buy
+27
New +$6.84K ﹤0.01% 578

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

Optima Capital's APD Position: Q1 2026 in Review

Optima Capital sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 27 shares — an estimated $6.67K sold.

Optima Capital first reported a position in APD in Q4 2025 and held it in 1 quarter. The position peaked at $6.67K in Q4 2025. 1,775 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Optima Capital reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 27 Air Products & Chemicals shares in Q1 2026, an estimated $6.67K.
  • Optima Capital first reported a position in Air Products & Chemicals in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Air Products & Chemicals position peaked at $6.67K in Q4 2025.
  • 1,775 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.