Tom Gayner’s Air Products & Chemicals APD Stock Holding History

Tom Gayner’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	$25.9M	Buy	88,500 +13,000	+17%	+$3.78M	0.2%	81
2026 Q1	$21.9M	Buy	75,500 +4,000	+6%	+$1.1M	0.18%	83
2025 Q4	$17.7M	Buy	71,500 +6,500	+10%	+$1.65M	0.14%	86
2025 Q3	$17.7M	Hold	65,000	–	–	0.14%	89
2025 Q2	$18.3M	Hold	65,000	–	–	0.16%	87
2025 Q1	$19.2M	Buy	65,000 +500	+0.8%	+$154K	0.17%	82
2024 Q4	$18.7M	Buy	64,500 +12,500	+24%	+$3.93M	0.16%	79
2024 Q3	$15.5M	Buy	52,000 +14,000	+37%	+$3.83M	0.14%	90
2024 Q2	$9.81M	Buy	38,000 +23,000	+153%	+$5.83M	0.1%	104
2024 Q1	$3.63M	Buy	+15,000	New	+$3.68M	0.04%	116
2014 Q2	–	Sell	-25,944	Closed	-$2.86M	–	105
2014 Q1	$2.86M	Sell	25,944 -1,081	-4%	-$115K	0.09%	91
2013 Q4	$2.79M	Hold	27,025	–	–	0.09%	93
2013 Q3	$2.66M	Sell	27,025 -1,081	-4%	-$103K	0.09%	92
2013 Q2	$2.38M	Buy	+28,106	New	+$2.36M	0.09%	89

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

Tom Gayner's APD Position: Q2 2026 in Review

Tom Gayner increased its Air Products & Chemicals (APD) stake by 17% in Q2 2026, buying an estimated $3.78M and bringing the position to 88,500 shares worth $25.9M. The position accounts for 0.2% of the portfolio, ranked #81.

Tom Gayner first reported a position in APD in Q2 2013 and has held it in 14 quarters since. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Tom Gayner held 88,500 shares of Air Products & Chemicals worth $25.9M as of Q2 2026.
Tom Gayner bought 13,000 Air Products & Chemicals shares in Q2 2026, an estimated $3.78M.
Air Products & Chemicals made up 0.2% of Tom Gayner's portfolio in Q2 2026, its #81 holding.
Tom Gayner first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 14 quarters since.
1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.