John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Air Products and Chemicals, Inc. (APD)
← All APD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 9,231,575 1.47 Reduce 0.05% <0.01 $268.12–307.96 · VW $284.90i $2,681,680,222 SEC
2025   Q4 9,236,610 1.23 Add 2.57% 0.03 $229.11–296.46 · VW $267.08i $2,281,627,402 SEC
2025   Q3 9,004,892 1.33 Add 2.08% 0.03 $235.55–298.31 · VW $264.97i $2,455,814,146 SEC
2025   Q2 8,821,400 1.40 Add 0.70% <0.01 $266.54–301.11 · VW $287.25i $2,488,164,084 SEC
2025   Q1 8,759,722 1.47 Add 31.47% 0.35 $243.69–321.47 · VW $281.36i $2,583,417,212 SEC
2024   Q4 6,663,154 1.12 Add 0.98% 0.01 $281.97–341.14 · VW $313.09i $1,932,581,186 SEC
2024   Q3 6,598,194 1.11 Add 227423.93% 1.11 $267.35–336.42 · VW $312.70i $1,964,546,282 SEC
2024   Q2 2,900 <0.01 $258.05 $748,345 SEC
2024   Q1 2,900 <0.01 $242.27 $702,583 SEC
2023   Q4 2,900 <0.01 Reduce 3.33% $212.24–275.82 · VW $240.70i $794,020 SEC
2023   Q3 3,000 <0.01 $283.40 $850,200 SEC
2023   Q2 3,000 <0.01 $299.53 $898,590 SEC
2023   Q1 3,000 <0.01 Reduce 8.40% <0.01 $263.89–299.88 · VW $277.64i $861,630 SEC
2022   Q4 3,275 <0.01 $308.26 $1,009,552 SEC
2022   Q3 3,275 <0.01 $232.67 $762,000 SEC
2022   Q2 3,275 <0.01 $240.61 $788,000 SEC
2022   Q1 3,275 <0.01 $249.77 $818,000 SEC
2021   Q4 3,275 <0.01 $304.12 $996,000 SEC
2021   Q3 3,275 <0.01 $256.18 $839,000 SEC
2021   Q2 3,275 <0.01 $287.63 $942,000 SEC
2021   Q1 3,275 <0.01 $281.22 $921,000 SEC
2020   Q4 3,275 <0.01 $273.28 $895,000 SEC
2020   Q3 3,275 <0.01 Reduce 3.82% $262.24–327.89 · VW $290.09i $975,000 SEC
2020   Q2 3,405 <0.01 Add 3.97% $229.17–299.82 · VW $273.75i $822,000 SEC
2020   Q1 3,275 <0.01 Reduce 0.76% $167.43–242.97 · VW $217.35i $654,000 SEC
2019   Q4 3,300 <0.01 $234.85 $775,000 SEC
2019   Q3 3,300 <0.01 $221.82 $732,000 SEC
2019   Q2 3,300 <0.01 $226.36 $747,000 SEC
2019   Q1 3,300 <0.01 $190.91 $630,000 SEC
2018   Q4 3,300 <0.01 $160.00 $528,000 SEC
2018   Q3 3,300 <0.01 $166.97 $551,000 SEC
2018   Q2 3,300 <0.01 Reduce 7.04% $153.01–169.47 · VW $162.92i $514,000 SEC
2018   Q1 3,550 <0.01 Reduce 29.70% <0.01 $155.20–172.39 · VW $163.00i $565,000 SEC
2017   Q4 5,050 <0.01 $164.16 $829,000 SEC
2017   Q3 5,050 <0.01 Reduce 16.53% <0.01 $143.79–164.65 · VW $157.16i $764,000 SEC
2017   Q2 6,050 <0.01 Reduce 1.63% $140.78–149.64 · VW $145.26i $866,000 SEC
2017   Q1 6,150 <0.01 Reduce 0.81% $133.63–147.66 · VW $141.78i $832,000 SEC
2016   Q4 6,200 <0.01 Reduce 8.23% <0.01 $137.05–150.45 · VW $142.66i $892,000 SEC
2016   Q3 6,756 <0.01 $139.13 $940,000 SEC
2016   Q2 6,756 <0.01 Reduce 1.10% $124.10–145.71 · VW $137.92i $888,000 SEC
2016   Q1 6,831 <0.01 Add 3.59% $122.03–140.76 · VW $131.58i $910,000 SEC
2015   Q4 6,594 <0.01 $120.41 $794,000 SEC
2015   Q3 6,594 <0.01 $117.98 $778,000 SEC
2015   Q2 6,594 <0.01 Reduce 39.60% <0.01 $115.63–137.92 · VW $127.54i $835,000 SEC
2015   Q1 10,918 <0.01 $139.95 $1,528,000 SEC
2014   Q4 10,918 <0.01 Reduce 8.86% <0.01 $125.26–145.91 · VW $138.54i $1,457,000 SEC
2014   Q3 11,979 <0.01 Add 1.20% $109.34–135.49 · VW $125.96i $1,443,000 SEC
2014   Q2 11,837 <0.01 $118.95 $1,408,000 SEC
2014   Q1 11,837 <0.01 $110.08 $1,303,000 SEC
2013   Q4 11,837 <0.01 $103.40 $1,224,000 SEC
2013   Q3 11,837 <0.01 $98.59 $1,167,000 SEC
2013   Q2 11,837 <0.01 Buy <0.01 $83.37–102.68 · VW $93.51i $1,003,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $77.74–88.95 · VW $84.67i SEC
2012   Q4 11,837 <0.01 Buy <0.01 $75.08–83.25 · VW $79.40i $920,000 SEC
2012   Q3 0 0.00 Sell 100.00% <0.01 $71.03–79.51 · VW $75.75i SEC
2012   Q2 13,080 <0.01 $74.69 $977,000 SEC
2012   Q1 13,080 <0.01 $84.94 $1,111,000 SEC
2011   Q4 13,080 <0.01 $78.83 $1,031,000 SEC
2011   Q3 13,080 <0.01 $70.64 $924,000 SEC
2011   Q2 13,080 <0.01 Reduce 6.92% <0.01 $68.99–90.66 · VW $78.46i $1,157,000 SEC
2011   Q1 14,053 <0.01 Reduce 2.69% $76.98–88.81 · VW $84.59i $1,172,000 SEC
2010   Q4 14,442 <0.01 Reduce 2.84% $79.13–87.88 · VW $84.04i $1,215,000 SEC
2010   Q3 14,864 <0.01 Reduce 17.91% <0.01 $68.49–81.11 · VW $76.45i $1,139,000 SEC
2010   Q2 18,107 <0.01 $59.98 $1,086,000 SEC
2010   Q1 18,107 <0.01 $68.43 $1,239,000 SEC
2009   Q4 18,107 <0.01 Reduce 3.46% <0.01 $60.18–78.18 · VW $67.26i $1,358,000 SEC
2009   Q3 18,755 <0.01 Reduce 8.45% <0.01 $67.47–79.04 · VW $74.41i $1,346,000 SEC
2009   Q2 20,485 <0.01 Reduce 1.04% $55.99–71.69 · VW $65.70i $1,224,000 SEC
2009   Q1 20,701 <0.01 $52.03 $1,077,000 SEC
2008   Q4 20,701 <0.01 Reduce 37.52% <0.01 $39.78–55.17 · VW $45.91i $963,000 SEC
2008   Q3 33,133 <0.01 Reduce 21.11% <0.01 $38.35–86.36 · VW $56.30i $2,099,000 SEC
2008   Q2 41,997 <0.01 $91.46 $3,841,000 SEC
2008   Q1 41,997 <0.01 $85.10 $3,574,000 SEC
2007   Q4 41,997 <0.01 Reduce 0.77% $74.68–97.15 · VW $85.44i $3,832,000 SEC
2007   Q3 42,321 <0.01 Reduce 16.82% <0.01 $80.84–93.58 · VW $88.68i $3,827,000 SEC
2007   Q2 50,881 <0.01 Reduce 1.67% $71.08–84.83 · VW $79.73i $3,783,000 SEC
2007   Q1 51,745 <0.01 Reduce 3.04% <0.01 $65.78–73.45 · VW $70.46i $3,540,000 SEC
2006   Q4 53,367 <0.01 Reduce 1.20% $63.44–72.74 · VW $68.46i $3,470,000 SEC
2006   Q3 54,015 <0.01 $61.39 $3,316,000 SEC
2006   Q2 54,015 <0.01 Reduce 1.96% <0.01 $54.75–62.33 · VW $59.47i $3,194,000 SEC
2006   Q1 55,096 <0.01 Reduce 6.43% <0.01 $57.87–64.33 · VW $60.73i $3,425,000 SEC
2005   Q4 58,880 <0.01 Reduce 4.39% <0.01 $53.66–60.04 · VW $57.68i $3,224,000 SEC
2005   Q3 61,582 <0.01 Reduce 2.90% <0.01 $49.03–56.01 · VW $53.26i $3,141,000 SEC
2005   Q2 63,420 <0.01 Reduce 3.77% <0.01 $50.79–58.12 · VW $53.39i $3,538,000 SEC
2005   Q1 65,906 <0.01 Add 0.66% $51.37–60.88 · VW $55.99i $3,859,000 SEC
2004   Q4 65,474 <0.01 Reduce 2.42% <0.01 $51.79–58.55 · VW $56.09i $3,511,000 SEC
2004   Q3 67,096 <0.01 $50.31 $3,375,000 SEC
2004   Q2 67,096 <0.01 Reduce 0.96% <0.01 $44.73–49.01 · VW $47.40i $3,255,000 SEC
2004   Q1 67,744 0.01 Reduce 0.48% <0.01 $43.21–49.21 · VW $46.22i $3,141,000 SEC
2003   Q4 68,068 0.01 Reduce 5.55% <0.01 $44.40–51.25 · VW $46.76i $3,327,000 SEC
2003   Q3 72,068 <0.01 Reduce 8.88% <0.01 $40.81–45.12 · VW $43.43i $3,007,000 SEC
2003   Q2 79,095 <0.01 Reduce 12.48% <0.01 $37.47–44.16 · VW $41.80i $3,044,000 SEC
2003   Q1 90,372 0.01 Reduce 5.21% <0.01 $34.25–40.93 · VW $38.50i $3,464,000 SEC
2002   Q4 95,344 0.01 Reduce 10.37% <0.01 $34.20–41.54 · VW $37.20i $3,771,000 SEC
2002   Q3 106,370 0.01 Reduce 12.03% <0.01 $37.00–43.47 · VW $40.46i $4,134,000 SEC
2002   Q2 120,910 0.02 Reduce 14.00% <0.01 $37.19–47.79 · VW $42.79i $5,645,000 SEC
2002   Q1 140,598 0.02 Reduce 97.16% 0.79 $42.65–49.51 · VW $46.18i $6,718,000 SEC
2001   Q4 4,945,165 0.81 Reduce 14.54% 0.13 $40.06–45.79 · VW $43.57i $214,595,000 SEC
2001   Q3 5,786,377 0.90 Add 5.60% 0.05 $29.83–42.88 · VW $38.33i $206,511,000 SEC
2001   Q2 5,479,535 0.98 Reduce 0.99% <0.01 $37.16–45.33 · VW $40.57i $231,904,000 SEC
2001   Q1 5,534,234 0.92 Reduce 2.82% 0.03 $33.67–43.96 · VW $40.30i $196,591,000 SEC
2000   Q4 5,695,086 1.03 Reduce 0.28% <0.01 $32.15–39.26 · VW $36.31i $216,002,000 SEC
2000   Q3 5,711,193 0.99 Add 5.88% 0.06 $28.21–36.71 · VW $32.26i $190,197,000 SEC
2000   Q2 5,393,812 0.87 Add 8.92% 0.07 $27.06–35.21 · VW $31.96i $153,743,000 SEC
2000   Q1 4,952,007 0.77 Buy 0.77 $21.28–36.14 · VW $29.81i $130,270,000 SEC
Price snapshot:
Current price$301.96
Avg. buy price$295.11
+/- since buy2.32%
52-week low$224.64
52-week high$314.87