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 & Chemicals (APD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 9,231,575 1.47 Reduce 0.05% <0.01 $290.49 $2,681,680,222 SEC
2025   Q4 9,236,610 1.23 Add 2.57% 0.03 $247.02 $2,281,627,402 SEC
2025   Q3 9,004,892 1.33 Add 2.08% 0.03 $272.72 $2,455,814,146 SEC
2025   Q2 8,821,400 1.40 Add 0.70% <0.01 $282.06 $2,488,164,084 SEC
2025   Q1 8,759,722 1.47 Add 31.47% 0.35 $294.92 $2,583,417,212 SEC
2024   Q4 6,663,154 1.12 Add 0.98% 0.01 $290.04 $1,932,581,186 SEC
2024   Q3 6,598,194 1.11 Add 227,423.93% 1.11 $297.74 $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% $273.80 $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 $287.21 $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% $297.71 $975,000 SEC
2020   Q2 3,405 <0.01 Add 3.97% $241.41 $822,000 SEC
2020   Q1 3,275 <0.01 Reduce 0.76% $199.69 $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% $155.76 $514,000 SEC
2018   Q1 3,550 <0.01 Reduce 29.70% <0.01 $159.15 $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 $151.29 $764,000 SEC
2017   Q2 6,050 <0.01 Reduce 1.63% $143.14 $866,000 SEC
2017   Q1 6,150 <0.01 Reduce 0.81% $135.28 $832,000 SEC
2016   Q4 6,200 <0.01 Reduce 0.80% $143.87 $892,000 SEC
2016   Q3 6,250 <0.01 $150.40 $940,000 SEC
2016   Q2 6,250 <0.01 Reduce 1.09% $142.08 $888,000 SEC
2016   Q1 6,319 <0.01 Add 3.59% $144.01 $910,000 SEC
2015   Q4 6,100 <0.01 $130.16 $794,000 SEC
2015   Q3 6,100 <0.01 $127.54 $778,000 SEC
2015   Q2 6,100 <0.01 Reduce 39.60% <0.01 $136.89 $835,000 SEC
2015   Q1 10,100 <0.01 $151.29 $1,528,000 SEC
2014   Q4 10,100 <0.01 Reduce 8.85% <0.01 $144.26 $1,457,000 SEC
2014   Q3 11,081 <0.01 Add 1.20% $130.22 $1,443,000 SEC
2014   Q2 10,950 <0.01 $128.58 $1,408,000 SEC
2014   Q1 10,950 <0.01 $119.00 $1,303,000 SEC
2013   Q4 10,950 <0.01 $111.78 $1,224,000 SEC
2013   Q3 10,950 <0.01 $106.58 $1,167,000 SEC
2013   Q2 10,950 <0.01 Buy <0.01 $91.60 $1,003,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 SEC
2012   Q4 10,950 <0.01 Buy <0.01 $84.02 $920,000 SEC
2011   Q4 0 0.00 Sell 100.00% <0.01 SEC
2011   Q3 12,100 <0.01 $76.36 $924,000 SEC
2011   Q2 12,100 0.02 Reduce 6.92% <0.01 $95.62 $1,157,000 SEC
2011   Q1 13,000 <0.01 Reduce 2.69% $90.15 $1,172,000 SEC
2010   Q4 13,360 <0.01 Reduce 2.84% $90.94 $1,215,000 SEC
2010   Q3 13,750 <0.01 Reduce 17.91% <0.01 $82.84 $1,139,000 SEC
2010   Q2 16,750 <0.01 $64.84 $1,086,000 SEC
2010   Q1 16,750 <0.01 $73.97 $1,239,000 SEC
2009   Q4 16,750 <0.01 Reduce 3.46% <0.01 $81.07 $1,358,000 SEC
2009   Q3 17,350 <0.01 Reduce 8.44% <0.01 $77.58 $1,346,000 SEC
2009   Q2 18,950 <0.01 Reduce 1.04% $64.59 $1,224,000 SEC
2009   Q1 19,150 <0.01 $56.24 $1,077,000 SEC
2008   Q4 19,150 <0.01 Reduce 37.52% <0.01 $50.29 $963,000 SEC
2008   Q3 30,650 <0.01 Reduce 21.11% <0.01 $68.48 $2,099,000 SEC
2008   Q2 38,850 <0.01 $98.87 $3,841,000 SEC
2008   Q1 38,850 0.01 $91.99 $3,574,000 SEC
2007   Q4 38,850 0.01 Reduce 0.77% $98.64 $3,832,000 SEC
2007   Q3 39,150 <0.01 Reduce 16.82% <0.01 $97.75 $3,827,000 SEC
2007   Q2 47,068 <0.01 Reduce 1.67% $80.37 $3,783,000 SEC
2007   Q1 47,868 <0.01 Reduce 3.04% <0.01 $73.95 $3,540,000 SEC
2006   Q4 49,368 <0.01 Reduce 1.20% $70.29 $3,470,000 SEC
2006   Q3 49,968 <0.01 $66.36 $3,316,000 SEC
2006   Q2 49,968 <0.01 Reduce 1.96% <0.01 $63.92 $3,194,000 SEC
2006   Q1 50,968 <0.01 Reduce 6.43% <0.01 $67.20 $3,425,000 SEC
2005   Q4 54,468 <0.01 Reduce 4.39% <0.01 $59.19 $3,224,000 SEC
2005   Q3 56,968 <0.01 Reduce 2.90% <0.01 $55.14 $3,141,000 SEC
2005   Q2 58,668 <0.01 Reduce 3.77% <0.01 $60.31 $3,538,000 SEC
2005   Q1 60,968 <0.01 Add 0.66% $63.30 $3,859,000 SEC
2004   Q4 60,568 <0.01 Reduce 2.42% <0.01 $57.97 $3,511,000 SEC
2004   Q3 62,068 <0.01 $54.38 $3,375,000 SEC
2004   Q2 62,068 <0.01 Reduce 0.96% <0.01 $52.44 $3,255,000 SEC
2004   Q1 62,668 0.05 Reduce 0.48% <0.01 $50.12 $3,141,000 SEC
2003   Q4 62,968 0.06 Reduce 5.55% <0.01 $52.84 $3,327,000 SEC
2003   Q3 66,668 0.06 Reduce 8.88% <0.01 $45.10 $3,007,000 SEC
2003   Q2 73,168 0.06 Reduce 12.48% <0.01 $41.60 $3,044,000 SEC
2003   Q1 83,600 0.06 Reduce 5.22% <0.01 $41.44 $3,464,000 SEC
2002   Q4 88,200 0.05 Reduce 10.37% <0.01 $42.76 $3,771,000 SEC
2002   Q3 98,400 0.01 Reduce 12.03% <0.01 $42.01 $4,134,000 SEC
2002   Q2 111,850 0.05 Reduce 14.00% <0.01 $50.47 $5,645,000 SEC
2002   Q1 130,063 0.05 Reduce 97.16% 1.54 $51.65 $6,718,000 SEC
2001   Q4 4,574,621 1.59 Reduce 14.54% 0.24 $46.91 $214,595,000 SEC
2001   Q3 5,352,800 1.66 Add 5.60% 0.09 $38.58 $206,511,000 SEC
2001   Q2 5,068,950 1.80 Reduce 0.99% 0.02 $45.75 $231,904,000 SEC
2001   Q1 5,119,550 1.57 Reduce 2.82% 0.05 $38.40 $196,591,000 SEC
2000   Q4 5,268,350 1.70 Reduce 0.28% <0.01 $41.00 $216,002,000 SEC
2000   Q3 5,283,250 1.54 Add 5.88% 0.09 $36.00 $190,197,000 SEC
2000   Q2 4,989,650 1.33 Add 8.92% 0.11 $30.81 $153,743,000 SEC
2000   Q1 4,580,950 1.07 Buy 1.07 $28.44 $130,270,000 SEC