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

Vision 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	$370K	Sell	1,275 -1	-0.1%	-$276	0.05%	115
2025 Q4	$315K	Buy	1,276 +1	+0.1%	+$253	0.04%	121
2025 Q3	$348K	Hold	1,275	–	–	0.04%	115
2025 Q2	$360K	Hold	1,275	–	–	0.05%	111
2025 Q1	$376K	Buy	+1,275	New	+$393K	0.05%	105

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

Vision Capital Management's APD Position: Q1 2026 in Review

Vision Capital Management reduced its Air Products & Chemicals (APD) stake by 0.08% in Q1 2026, selling an estimated $276 and leaving 1,275 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #115.

Vision Capital Management first reported a position in APD in Q1 2025 and has held it in 5 quarters since. The position peaked at $376K in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Vision Capital Management held 1,275 shares of Air Products & Chemicals worth $370K as of Q1 2026.
Vision Capital Management sold 1 Air Products & Chemicals share in Q1 2026, an estimated $276.
Air Products & Chemicals made up 0.05% of Vision Capital Management's portfolio in Q1 2026, its #115 holding.
Vision Capital Management first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 5 quarters since.
Vision Capital Management's Air Products & Chemicals position peaked at $376K in Q1 2025.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.