Zimmer Partners’s Air Products & Chemicals APD Stock Holding History

Zimmer Partners’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	–	Sell	-100,000	Closed	-$24.7M	–	130
2025 Q4	$24.7M	Buy	100,000 +25,000	+33%	+$6.34M	0.65%	36
2025 Q3	$20.5M	Buy	75,000 +9,000	+14%	+$2.61M	0.44%	51
2025 Q2	$18.6M	Buy	66,000 +21,000	+47%	+$5.75M	0.4%	56
2025 Q1	$13.3M	Sell	45,000 -5,000	-10%	-$1.54M	0.25%	73
2024 Q4	$14.5M	Buy	+50,000	New	+$15.7M	0.25%	61
2016 Q4	–	Sell	-108,100	Closed	-$15M	–	70
2016 Q3	$15M	Buy	+108,100	New	+$15M	0.4%	54

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

Zimmer Partners's APD Position: Q1 2026 in Review

Zimmer Partners sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 100,000 shares — an estimated $24.7M sold.

Zimmer Partners first reported a position in APD in Q3 2016 and held it in 6 quarters. The position peaked at $24.7M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Zimmer Partners reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
Zimmer Partners sold 100,000 Air Products & Chemicals shares in Q1 2026, an estimated $24.7M.
Zimmer Partners first reported a position in Air Products & Chemicals in Q3 2016 and held it in 6 quarters.
Zimmer Partners's Air Products & Chemicals position peaked at $24.7M in Q4 2025.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.