TPCM
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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
Q2 		$6.58M Sell
22,439
-147
-0.7% -$42.8K 2.65% 12
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
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

Two Point Capital Management's APD Position: Q2 2026 in Review

Two Point Capital Management reduced its Air Products & Chemicals (APD) stake by 0.65% in Q2 2026, selling an estimated $42.8K and leaving 22,439 shares worth $6.58M. The position accounts for 2.65% of the portfolio, ranked #12.

Two Point Capital Management first reported a position in APD in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.67M in Q4 2024. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Two Point Capital Management held 22,439 shares of Air Products & Chemicals worth $6.58M as of Q2 2026.
  • Two Point Capital Management sold 147 Air Products & Chemicals shares in Q2 2026, an estimated $42.8K.
  • Air Products & Chemicals made up 2.65% of Two Point Capital Management's portfolio in Q2 2026, its #12 holding.
  • Two Point Capital Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 8 quarters since.
  • Two Point Capital Management's Air Products & Chemicals position peaked at $8.67M in Q4 2024.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Two Point Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.