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

TwinBeech 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	–	Sell	-41,865	Closed	-$10.3M	–	561
2025 Q4	$10.3M	Sell	41,865 -27,987	-40%	-$7.09M	0.73%	31
2025 Q3	$19.1M	Buy	+69,852	New	+$20.2M	0.75%	43
2025 Q2	–	Sell	-46,287	Closed	-$13.7M	–	635
2025 Q1	$13.7M	Buy	46,287 +42,112	+1,009%	+$13M	0.25%	110
2024 Q4	$1.21M	Buy	+4,175	New	+$1.31M	0.02%	370
2024 Q1	–	Sell	-186,822	Closed	-$51.2M	–	538
2023 Q4	$51.2M	Buy	186,822 +183,018	+4,811%	+$50.3M	0.83%	25
2023 Q3	$1.08M	Buy	+3,804	New	+$1.12M	0.02%	484
2022 Q1	–	Sell	-19,511	Closed	-$5.94M	–	489
2021 Q4	$5.94M	Buy	+19,511	New	+$5.73M	0.34%	92
2021 Q3	–	Sell	-1,500	Closed	-$432K	–	567
2021 Q2	$432K	Buy	+1,500	New	+$440K	0.05%	320
2021 Q1	–	Sell	-14,726	Closed	-$4.02M	–	447
2020 Q4	$4.02M	Buy	14,726 +10,709	+267%	+$3.02M	0.65%	36
2020 Q3	$1.2M	Buy	+4,017	New	+$1.16M	0.26%	120
2020 Q2	–	Sell	-7,405	Closed	-$1.48M	–	351
2020 Q1	$1.48M	Buy	7,405 +2,119	+40%	+$483K	0.59%	52
2019 Q4	$1.24M	Buy	+5,286	New	+$1.19M	0.36%	90

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

TwinBeech Capital's APD Position: Q1 2026 in Review

TwinBeech Capital sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 41,865 shares — an estimated $10.3M sold.

TwinBeech Capital first reported a position in APD in Q4 2019 and held it in 12 quarters. The position peaked at $51.2M in Q4 2023. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

TwinBeech Capital reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 41,865 Air Products & Chemicals shares in Q1 2026, an estimated $10.3M.
TwinBeech Capital first reported a position in Air Products & Chemicals in Q4 2019 and held it in 12 quarters.
TwinBeech Capital's Air Products & Chemicals position peaked at $51.2M in Q4 2023.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

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