Jeremy Grantham's APD Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3,100 shares of Air Products and Chemicals, Inc. (APD) worth $900,519, representing 0.00% of the portfolio. First purchased in 2013-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in APD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 93,571 shares. Largest reduction occurred in Q4 2024, reducing 38,371 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Air Products and Chemicals (APD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Air Products and Chemicals (APD) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +3,100 | New Buy | 3,100 | $290.49 |
| Q2 2025 | -35,617 | Sold Out | 0 | $0.00 |
| Q1 2025 | -19,583 | Reduce 35.48% | 35,617 | $294.92 |
| Q4 2024 | -38,371 | Reduce 41.01% | 55,200 | $290.04 |
| Q3 2024 | +93,571 | New Buy | 93,571 | $297.74 |
| Q2 2023 | -3,300 | Sold Out | 0 | $0.00 |
| Q1 2023 | +3,300 | New Buy | 3,300 | $287.21 |
| Q2 2021 | -800 | Sold Out | 0 | $0.00 |
| Q1 2021 | +800 | New Buy | 800 | $281.25 |
| Q3 2020 | -3,300 | Sold Out | 0 | $0.00 |
| Q2 2020 | -4,400 | Reduce 57.14% | 3,300 | $241.52 |
| Q1 2020 | +6,000 | Add 352.94% | 7,700 | $199.61 |
| Q4 2019 | -3,256 | Reduce 65.70% | 1,700 | $234.71 |
| Q3 2019 | +4,956 | New Buy | 4,956 | $221.95 |
| Q1 2014 | -10,700 | Sold Out | 0 | $0.00 |
| Q4 2013 | +10,700 | New Buy | 10,700 | $111.78 |
Jeremy Grantham's Air Products and Chemicals Investment FAQs
Jeremy Grantham first purchased Air Products and Chemicals, Inc. (APD) in Q4 2013, acquiring 10,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Air Products and Chemicals, Inc. (APD) for 16 quarters since Q4 2013.
Jeremy Grantham's largest addition to Air Products and Chemicals, Inc. (APD) was in Q3 2024, adding 93,571 shares worth $27.86 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,100 shares of Air Products and Chemicals, Inc. (APD), valued at approximately $900,519.
As of the Q1 2026 filing, Air Products and Chemicals, Inc. (APD) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Air Products and Chemicals, Inc. (APD) was 93,571 shares, as reported at the end of Q3 2024.