Altrius Capital Management’s LyondellBasell Industries LYB Stock Holding History

Altrius Capital Management’s Portfolio LYB Stock Details LYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.7M	Sell	144,831 -51,979	-26%	-$3.08M	2.32%	3
2025 Q4	$8.52M	Buy	196,810 +27,705	+16%	+$1.25M	1.81%	24
2025 Q3	$8.29M	Buy	169,105 +27,855	+20%	+$1.57M	1.89%	19
2025 Q2	$8.17M	Buy	141,250 +28,615	+25%	+$1.67M	1.91%	20
2025 Q1	$7.93M	Buy	112,635 +14,682	+15%	+$1.1M	1.93%	19
2024 Q4	$7.27M	Buy	97,953 +14,117	+17%	+$1.19M	1.96%	14
2024 Q3	$8.04M	Buy	83,836 +2,048	+3%	+$196K	2.01%	14
2024 Q2	$7.82M	Buy	81,788 +3,350	+4%	+$332K	2.06%	9
2024 Q1	$8.02M	Buy	78,438 +7,497	+11%	+$730K	2.02%	12
2023 Q4	$6.75M	Buy	70,941 +133	+0.2%	+$12.4K	1.88%	12
2023 Q3	$6.71M	Buy	70,808 +66	+0.1%	+$6.34K	1.99%	11
2023 Q2	$6.5M	Buy	70,742 +495	+0.7%	+$45.2K	1.92%	14
2023 Q1	$6.6M	Buy	70,247 +921	+1%	+$85.7K	2.02%	14
2022 Q4	$5.76M	Buy	69,326 +1,886	+3%	+$155K	1.81%	16
2022 Q3	$5.08M	Buy	67,440 +22,585	+50%	+$1.91M	1.94%	4
2022 Q2	$3.92M	Buy	+44,855	New	+$4.67M	1.28%	44

Other funds holding LYB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altrius Capital Management's LYB Position: Q1 2026 in Review

Altrius Capital Management reduced its LyondellBasell Industries (LYB) stake by 26% in Q1 2026, selling an estimated $3.08M and leaving 144,831 shares worth $11.7M. The position accounts for 2.32% of the portfolio, ranked #3.

Altrius Capital Management first reported a position in LYB in Q2 2022 and has held it in 16 quarters since. 924 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

Altrius Capital Management held 144,831 shares of LyondellBasell Industries worth $11.7M as of Q1 2026.
Altrius Capital Management sold 51,979 LyondellBasell Industries shares in Q1 2026, an estimated $3.08M.
LyondellBasell Industries made up 2.32% of Altrius Capital Management's portfolio in Q1 2026, its #3 holding.
Altrius Capital Management first reported a position in LyondellBasell Industries in Q2 2022 and has held it in 16 quarters since.
924 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.