Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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 7,695 0.04 Reduce 14.83% <0.01 $268.12–307.96 · VW $284.90i $2,235,321 SEC
2025   Q4 9,035 0.04 Add 0.03% $229.11–296.46 · VW $267.08i $2,231,826 SEC
2025   Q3 9,032 0.03 Reduce 28.54% 0.01 $235.55–298.31 · VW $264.97i $2,463,207 SEC
2025   Q2 12,640 0.04 $282.06 $3,565,238 SEC
2025   Q1 12,640 0.04 Reduce 13.31% <0.01 $243.69–321.47 · VW $281.36i $3,727,789 SEC
2024   Q4 14,580 0.04 Add 10.71% <0.01 $281.97–341.14 · VW $313.09i $4,228,783 SEC
2024   Q3 13,170 0.03 Add 65.04% 0.01 $267.35–336.42 · VW $312.70i $3,921,236 SEC
2024   Q2 7,980 0.02 Buy 0.02 $246.00–296.00 · VW $273.62i $2,059,239 SEC
Price snapshot:
Current price$301.96
Avg. buy price$275.26
+/- since buy9.70%
52-week low$224.64
52-week high$314.87