PYA Waltman Capital’s Air Products & Chemicals APD Stock Holding History

PYA Waltman 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	$925K	Buy	3,186 +345	+12%	+$95.1K	0.26%	49
2025 Q4	$702K	Sell	2,841 -1,528	-35%	-$387K	0.19%	52
2025 Q3	$1.19M	Buy	4,369 +229	+6%	+$66.3K	0.32%	49
2025 Q2	$1.17M	Buy	4,140 +520	+14%	+$142K	0.34%	48
2025 Q1	$1.07M	Buy	3,620 +43	+1%	+$13.3K	0.34%	48
2024 Q4	$1.04M	Buy	3,577 +67	+2%	+$21K	0.33%	49
2024 Q3	$1.05M	Buy	3,510 +186	+6%	+$50.9K	0.34%	49
2024 Q2	$858K	Buy	3,324 +247	+8%	+$62.7K	0.32%	51
2024 Q1	$746K	Buy	3,077 +399	+15%	+$97.8K	0.28%	54
2023 Q4	$733K	Buy	2,678 +331	+14%	+$91K	0.31%	50
2023 Q3	$665K	Buy	2,347 +452	+24%	+$133K	0.28%	49
2023 Q2	$551K	Buy	1,895 +515	+37%	+$147K	0.24%	48
2023 Q1	$396K	Buy	1,380 +429	+45%	+$125K	0.2%	50
2022 Q4	$293K	Buy	951 +155	+19%	+$43.7K	0.15%	49
2022 Q3	$185K	Buy	796 +544	+216%	+$135K	0.11%	56
2022 Q2	$61K	Buy	+252	New	+$61.3K	0.03%	100

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

PYA Waltman Capital's APD Position: Q1 2026 in Review

PYA Waltman Capital increased its Air Products & Chemicals (APD) stake by 12% in Q1 2026, buying an estimated $95.1K and bringing the position to 3,186 shares worth $925K. The position accounts for 0.26% of the portfolio, ranked #49.

PYA Waltman Capital first reported a position in APD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

PYA Waltman Capital held 3,186 shares of Air Products & Chemicals worth $925K as of Q1 2026.
PYA Waltman Capital bought 345 Air Products & Chemicals shares in Q1 2026, an estimated $95.1K.
Air Products & Chemicals made up 0.26% of PYA Waltman Capital's portfolio in Q1 2026, its #49 holding.
PYA Waltman Capital first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 16 quarters since.
PYA Waltman Capital's Air Products & Chemicals position peaked at $1.19M in Q3 2025.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.