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

SMA 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 Q2	–	Sell	-25,483	Closed	-$7.4M	–	123
2026 Q1	$7.4M	Buy	+25,483	New	+$7.03M	3.2%	13

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SMA Capital's APD Position: Q2 2026 in Review

SMA Capital sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 25,483 shares — an estimated $7.4M sold.

SMA Capital first reported a position in APD in Q1 2026 and held it in 1 quarter. The position peaked at $7.4M in Q1 2026. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

SMA Capital reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
SMA Capital sold 25,483 Air Products & Chemicals shares in Q2 2026, an estimated $7.4M.
SMA Capital first reported a position in Air Products & Chemicals in Q1 2026 and held it in 1 quarter.
SMA Capital's Air Products & Chemicals position peaked at $7.4M in Q1 2026.
1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.