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

Two Point 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 Q1	$6.56M	Sell	22,586 -385	-2%	-$106K	2.86%	14
2025 Q4	$5.67M	Buy	22,971 +279	+1%	+$70.7K	2.3%	20
2025 Q3	$6.19M	Sell	22,692 -388	-2%	-$112K	2.49%	17
2025 Q2	$6.51M	Buy	+23,080	New	+$6.31M	2.77%	16
2024 Q4	$8.67M	Buy	27,129 +147	+0.5%	+$46.2K	3.1%	16
2024 Q3	$8.03M	Buy	26,982 +402	+2%	+$110K	2.93%	17
2024 Q2	$6.86M	Buy	+26,580	New	+$6.74M	2.76%	20

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

Two Point Capital Management's APD Position: Q1 2026 in Review

Two Point Capital Management reduced its Air Products & Chemicals (APD) stake by 1.7% in Q1 2026, selling an estimated $106K and leaving 22,586 shares worth $6.56M. The position accounts for 2.86% of the portfolio, ranked #14.

Two Point Capital Management first reported a position in APD in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.67M in Q4 2024. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Two Point Capital Management held 22,586 shares of Air Products & Chemicals worth $6.56M as of Q1 2026.
Two Point Capital Management sold 385 Air Products & Chemicals shares in Q1 2026, an estimated $106K.
Air Products & Chemicals made up 2.86% of Two Point Capital Management's portfolio in Q1 2026, its #14 holding.
Two Point Capital Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 7 quarters since.
Two Point Capital Management's Air Products & Chemicals position peaked at $8.67M in Q4 2024.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.