Cape Investment Advisory’s Air Products & Chemicals APD Stock Holding History

Cape Investment Advisory’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$963K	Sell	3,285 -316	-9%	-$91.9K	0.26%	70
2026 Q1	$1.05M	Sell	3,601 -153	-4%	-$42.2K	0.35%	58
2025 Q4	$927K	Buy	3,754 +176	+5%	+$44.6K	0.29%	68
2025 Q3	$976K	Sell	3,578 -33	-0.9%	-$9.55K	0.96%	23
2025 Q2	$1.02M	Buy	3,611 +41	+1%	+$11.2K	0.37%	53
2025 Q1	$1.05M	Sell	3,570 -168	-4%	-$51.8K	0.42%	48
2024 Q4	$1.08M	Sell	3,738 -28	-0.7%	-$8.79K	0.42%	50
2024 Q3	$1.12M	Sell	3,766 -4	-0.1%	-$1.09K	0.45%	48
2024 Q2	$973K	Buy	3,770 +30	+0.8%	+$7.61K	0.44%	49
2024 Q1	$906K	Buy	3,740 +37	+1%	+$9.07K	0.42%	51
2023 Q4	$1.01M	Buy	3,703 +89	+2%	+$24.5K	0.5%	40
2023 Q3	$1.02M	Buy	3,614 +128	+4%	+$37.5K	0.58%	36
2023 Q2	$1.04M	Buy	3,486 +95	+3%	+$27.1K	0.58%	39
2023 Q1	$974K	Buy	+3,391	New	+$990K	0.59%	37

Other funds holding APD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Cape Investment Advisory's APD Position: Q2 2026 in Review

Cape Investment Advisory reduced its Air Products & Chemicals (APD) stake by 8.8% in Q2 2026, selling an estimated $91.9K and leaving 3,285 shares worth $963K. The position accounts for 0.26% of the portfolio, ranked #70.

Cape Investment Advisory first reported a position in APD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.12M in Q3 2024. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Cape Investment Advisory held 3,285 shares of Air Products & Chemicals worth $963K as of Q2 2026.
Cape Investment Advisory sold 316 Air Products & Chemicals shares in Q2 2026, an estimated $91.9K.
Air Products & Chemicals made up 0.26% of Cape Investment Advisory's portfolio in Q2 2026, its #70 holding.
Cape Investment Advisory first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 14 quarters since.
Cape Investment Advisory's Air Products & Chemicals position peaked at $1.12M in Q3 2024.
547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.