Werlinich Asset Management’s Air Products & Chemicals APD Stock Holding History

Werlinich Asset 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
2025 Q4	–	Sell	-2,221	Closed	-$606K	–	60
2025 Q3	$606K	Buy	2,221 +25	+1%	+$7.24K	0.3%	50
2025 Q2	$619K	Buy	2,196 +3	+0.1%	+$821	0.34%	51
2025 Q1	$647K	Hold	2,193	–	–	0.41%	51
2024 Q4	$633K	Hold	2,193	–	–	0.37%	50
2024 Q3	$653K	Hold	2,193	–	–	0.38%	50
2024 Q2	$577K	Buy	2,193 +630	+40%	+$160K	0.36%	48
2024 Q1	$380K	Hold	1,563	–	–	0.25%	54
2023 Q4	$431K	Buy	1,563 +45	+3%	+$12.4K	0.33%	50
2023 Q3	$430K	Buy	1,518 +18	+1%	+$5.28K	0.36%	53
2023 Q2	$449K	Hold	1,500	–	–	0.36%	50
2023 Q1	$431K	Hold	1,500	–	–	0.38%	51
2022 Q4	$462K	Hold	1,500	–	–	0.43%	50
2022 Q3	$349K	Buy	+1,500	New	+$371K	0.36%	51

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Werlinich Asset Management's APD Position: Q4 2025 in Review

Werlinich Asset Management sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 2,221 shares — an estimated $606K sold.

Werlinich Asset Management first reported a position in APD in Q3 2022 and held it in 13 quarters. The position peaked at $653K in Q3 2024. 1,666 funds tracked by Wall St. Rank hold APD as of Q4 2025.

Werlinich Asset Management reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
Werlinich Asset Management sold 2,221 Air Products & Chemicals shares in Q4 2025, an estimated $606K.
Werlinich Asset Management first reported a position in Air Products & Chemicals in Q3 2022 and held it in 13 quarters.
Werlinich Asset Management's Air Products & Chemicals position peaked at $653K in Q3 2024.
1,666 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Werlinich Asset Management's 13F filing for Q4 2025, filed 6 Jan 2026.