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

SKBA 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
Q2 		$13.1M Sell
44,780
-8,515
-16% -$2.48M 2.17% 17
2026
Q1 		$15.5M Buy
53,295
+1,485
+3% +$409K 2.13% 18
2025
Q4 		$12.8M Sell
51,810
-252
-0.5% -$63.9K 1.82% 27
2025
Q3 		$14.2M Buy
52,062
+4,470
+9% +$1.29M 1.96% 18
2025
Q2 		$13.4M Buy
47,592
+13,860
+41% +$3.79M 1.93% 20
2025
Q1 		$9.95M Buy
33,732
+537
+2% +$166K 1.48% 33
2024
Q4 		$9.63M Sell
33,195
-1,350
-4% -$424K 1.52% 29
2024
Q3 		$10.3M Buy
34,545
+13,255
+62% +$3.62M 1.53% 30
2024
Q2 		$5.49M Buy
+21,290
New +$5.4M 0.88% 52

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SKBA Capital Management's APD Position: Q2 2026 in Review

SKBA Capital Management reduced its Air Products & Chemicals (APD) stake by 16% in Q2 2026, selling an estimated $2.48M and leaving 44,780 shares worth $13.1M. The position accounts for 2.17% of the portfolio, ranked #17.

SKBA Capital Management first reported a position in APD in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.5M in Q1 2026. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • SKBA Capital Management held 44,780 shares of Air Products & Chemicals worth $13.1M as of Q2 2026.
  • SKBA Capital Management sold 8,515 Air Products & Chemicals shares in Q2 2026, an estimated $2.48M.
  • Air Products & Chemicals made up 2.17% of SKBA Capital Management's portfolio in Q2 2026, its #17 holding.
  • SKBA Capital Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 9 quarters since.
  • SKBA Capital Management's Air Products & Chemicals position peaked at $15.5M in Q1 2026.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on SKBA Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.