1
APD
AIR PRODUCTS AND CHEMICALS I · Materials
Consensus score 1/100 · #176 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-06-05
vs 50-day avg
-4.0%
21-day momentum
-5.9%
recent volume
0.94×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+3.0%
30-wk MA slope
+1.6%
rel. strength
-4.8
52-wk range
68%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
1.6%
of their portfolios
Combined value
$1.28B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Viking Global Investors Concentrated | 3.3% | $1.19B | TRIM |
| AKO Capital Concentrated | 1.3% | $68M | NEW |
| Markel Group Concentrated | 0.2% | $22M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.