VCM
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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
Q2 		$374K Hold
1,275
– – 0.04% 119
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

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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

Vision Capital Management's APD Position: Q2 2026 in Review

Vision Capital Management held its Air Products & Chemicals (APD) position steady in Q2 2026 at 1,275 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #119.

Vision Capital Management first reported a position in APD in Q1 2025 and has held it in 6 quarters since. The position peaked at $376K in Q1 2025. 1,776 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Vision Capital Management held 1,275 shares of Air Products & Chemicals worth $374K as of Q2 2026.
  • Vision Capital Management left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up 0.04% of Vision Capital Management's portfolio in Q2 2026, its #119 holding.
  • Vision Capital Management first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 6 quarters since.
  • Vision Capital Management's Air Products & Chemicals position peaked at $376K in Q1 2025.
  • 1,776 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.