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AIR PRODS & CHEMS INC

Holders

2

Combined Value

$1.21B

Combined Shares

4,179,595

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$236.88$260.55$284.21$307.88Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $258.05Q3 2024 · implied price $297.74Q4 2024 · implied price $290.04Q1 2025 · implied price $294.92Q2 2025 · implied price $282.06Q3 2025 · implied price $272.72Q4 2025 · implied price $247.02Q1 2026 · implied price $290.49Tom Gayner - Markel Group · bought 38,000 shares @ ~$258.05 · Q2 2024 (new position)Tom Gayner - Markel Group · bought 14,000 shares @ ~$297.74 · Q3 2024Tom Gayner - Markel Group · bought 12,500 shares @ ~$290.04 · Q4 2024Tom Gayner - Markel Group · bought 500 shares @ ~$294.92 · Q1 2025Andreas Halvorsen - Viking Global Investors · bought 1,115,415 shares @ ~$247.02 · Q4 2025Tom Gayner - Markel Group · bought 6,500 shares @ ~$247.02 · Q4 2025Tom Gayner - Markel Group · bought 4,000 shares @ ~$290.49 · Q1 2026Andreas Halvorsen - Viking Global Investors · sold 678,439 shares @ ~$290.49 · Q1 2026Andreas Halvorsen - Viking Global Investors · bought 2,154,154 shares @ ~$282.06 · Q2 2025 (new position)Andreas Halvorsen - Viking Global Investors · bought 1,512,965 shares @ ~$272.72 · Q3 2025BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Andreas Halvorsen - Viking Global Investors$1.19B3.33%~$270.93—SELL Q1 2026Q1 2026
Tom Gayner - Markel Group$21.93M0.18%~$271.72—BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Andreas Halvorsen - Viking Global InvestorsSELL−$197.08M~$290.49
Q1 2026Tom Gayner - Markel GroupBUY+$1.16M~$290.49
Q4 2025Andreas Halvorsen - Viking Global InvestorsBUY+$275.53M~$247.02
Q4 2025Tom Gayner - Markel GroupBUY+$1.61M~$247.02
Q3 2025Andreas Halvorsen - Viking Global InvestorsBUY+$412.62M~$272.72
Q2 2025Andreas Halvorsen - Viking Global InvestorsNEW BUY+$607.60M~$282.06
Q1 2025Tom Gayner - Markel GroupBUY+$147.5K~$294.92
Q4 2024Tom Gayner - Markel GroupBUY+$3.63M~$290.04
Q3 2024Tom Gayner - Markel GroupBUY+$4.17M~$297.74
Q2 2024Tom Gayner - Markel GroupNEW BUY+$9.81M~$258.05

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202624,179,595-13.9%$1.21B$290.49
Q4 202524,854,034+30.1%$1.20B$247.02
Q3 202523,732,119+68.2%$1.02B$272.72
Q2 202522,219,154+3314.1%$625.93M$282.06
Q1 2025165,000+0.8%$19.17M$294.92
Q4 2024164,500+24.0%$18.71M$290.04
Q3 2024152,000+36.8%$15.48M$297.74
Q2 2024138,000—$9.81M$258.05