&Partners’s Air Products & Chemicals APD Stock Holding History

&Partners’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	$31.1M	Buy	107,134 +13,471	+14%	+$3.71M	0.15%	125
2025 Q4	$23M	Buy	93,663 +8,387	+10%	+$2.13M	0.12%	159
2025 Q3	$23.2M	Buy	85,276 +6,421	+8%	+$1.86M	0.15%	137
2025 Q2	$22.3M	Buy	78,855 +4,557	+6%	+$1.25M	0.17%	125
2025 Q1	$21.7M	Buy	74,298 +20,831	+39%	+$6.42M	0.23%	92
2024 Q4	$15.2M	Buy	53,467 +17,050	+47%	+$5.35M	0.18%	117
2024 Q3	$10.9M	Buy	36,417 +16,129	+80%	+$4.41M	0.21%	106
2024 Q2	$5.24M	Buy	20,288 +18,005	+789%	+$4.57M	0.23%	100
2024 Q1	$558K	Buy	+2,283	New	+$559K	0.08%	248

Other funds holding APD

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

&Partners's APD Position: Q1 2026 in Review

&Partners increased its Air Products & Chemicals (APD) stake by 14% in Q1 2026, buying an estimated $3.71M and bringing the position to 107,134 shares worth $31.1M. The position accounts for 0.15% of the portfolio, ranked #125.

&Partners first reported a position in APD in Q1 2024 and has held it in 9 quarters since. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

&Partners held 107,134 shares of Air Products & Chemicals worth $31.1M as of Q1 2026.
&Partners bought 13,471 Air Products & Chemicals shares in Q1 2026, an estimated $3.71M.
Air Products & Chemicals made up 0.15% of &Partners's portfolio in Q1 2026, its #125 holding.
&Partners first reported a position in Air Products & Chemicals in Q1 2024 and has held it in 9 quarters since.
1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.