Capital Advisors Ltd
APD icon

Capital Advisors Ltd’s Air Products & Chemicals APD Stock Holding History

Capital Advisors Ltd’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
Q3 		$288K Buy
1,035
+3
+0.3% +$892 0.03% 259
2026
Q2 		$303K Sell
1,032
-12
-1% -$3.49K 0.03% 253
2026
Q1 		$303K Hold
1,044
– – 0.03% 246
2025
Q4 		$258K Sell
1,044
-2
-0.2% -$507 0.03% 257
2025
Q3 		$285K Hold
1,046
– – 0.03% 240
2025
Q2 		$295K Sell
1,046
-3
-0.3% -$821 0.04% 229
2025
Q1 		$309K Sell
1,049
-24
-2% -$7.4K 0.04% 215
2024
Q4 		$311K Buy
1,073
+7
+0.7% +$2.2K 0.04% 217
2024
Q3 		$317K Sell
1,066
-32
-3% -$8.75K 0.04% 214
2024
Q2 		$283K Buy
1,098
+85
+8% +$21.6K 0.04% 220
2024
Q1 		$245K Buy
1,013
+59
+6% +$14.5K 0.03% 246
2023
Q4 		$261K Buy
954
+1
+0.1% +$275 0.04% 226
2023
Q3 		$270K Buy
953
+25
+3% +$7.33K 0.04% 213
2023
Q2 		$278K Buy
928
+93
+11% +$26.5K 0.04% 215
2023
Q1 		$240K Sell
835
-1
-0.1% -$292 0.04% 209
2022
Q4 		$258K Sell
836
-486
-37% -$137K 0.04% 199
2022
Q3 		$308K Buy
1,322
+458
+53% +$113K 0.06% 180
2022
Q2 		$208K Buy
864
+18
+2% +$4.38K 0.04% 220
2022
Q1 		$211K Sell
846
-2
-0.2% -$514 0.04% 222
2021
Q4 		$258K Buy
848
+2
+0.2% +$587 0.04% 198
2021
Q3 		$217K Hold
846
– – 0.04% 206
2021
Q2 		$243K Buy
846
+510
+152% +$150K 0.04% 178
2021
Q1 		$95K Hold
336
– – 0.02% 245
2020
Q4 		$92K Hold
336
– – 0.02% 229
2020
Q3 		$100K Hold
336
– – 0.02% 217
2020
Q2 		$81K Hold
336
– – 0.02% 235
2020
Q1 		$67K Hold
336
– – 0.02% 237
2019
Q4 		$79K Hold
336
– – 0.02% 229
2019
Q3 		$75K Hold
336
– – 0.02% 228
2019
Q2 		$76K Hold
336
– – 0.02% 241
2019
Q1 		$64K Hold
336
– – 0.02% 268
2018
Q4 		$54K Hold
336
– – 0.02% 278
2018
Q3 		$56K Buy
+336
New +$54.7K 0.02% 296

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital Advisors Ltd's APD Position: Q3 2026 in Review

Capital Advisors Ltd increased its Air Products & Chemicals (APD) stake by 0.29% in Q3 2026, buying an estimated $892 and bringing the position to 1,035 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #259.

Capital Advisors Ltd first reported a position in APD in Q3 2018 and has held it in 33 quarters since. The position peaked at $317K in Q3 2024. 992 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Capital Advisors Ltd held 1,035 shares of Air Products & Chemicals worth $288K as of Q3 2026.
  • Capital Advisors Ltd bought 3 Air Products & Chemicals shares in Q3 2026, an estimated $892.
  • Air Products & Chemicals made up 0.03% of Capital Advisors Ltd's portfolio in Q3 2026, its #259 holding.
  • Capital Advisors Ltd first reported a position in Air Products & Chemicals in Q3 2018 and has held it in 33 quarters since.
  • Capital Advisors Ltd's Air Products & Chemicals position peaked at $317K in Q3 2024.
  • 992 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.