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

Sessa 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 		$344M Hold
1,185,672
– – 6.25% 6
2025
Q4 		$293M Buy
1,185,672
+293,870
+33% +$74.5M 5.47% 8
2025
Q3 		$243M Buy
891,802
+232,802
+35% +$67.4M 5.76% 6
2025
Q2 		$186M Buy
+659,000
New +$180M 5.44% 6

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

Sessa Capital's APD Position: Q1 2026 in Review

Sessa Capital held its Air Products & Chemicals (APD) position steady in Q1 2026 at 1,185,672 shares worth $344M. The position accounts for 6.25% of the portfolio, ranked #6.

Sessa Capital first reported a position in APD in Q2 2025 and has held it in 4 quarters since. 1,776 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Sessa Capital held 1,185,672 shares of Air Products & Chemicals worth $344M as of Q1 2026.
  • Sessa Capital left its Air Products & Chemicals share count unchanged in Q1 2026.
  • Air Products & Chemicals made up 6.25% of Sessa Capital's portfolio in Q1 2026, its #6 holding.
  • Sessa Capital first reported a position in Air Products & Chemicals in Q2 2025 and has held it in 4 quarters since.
  • 1,776 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Sessa Capital's 13F filing for Q1 2026, filed 15 May 2026.