Luther King Capital Management (LKCM)
APD icon

Luther King Capital Management (LKCM)’s Air Products & Chemicals APD Stock Holding History

Luther King Capital Management (LKCM)’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
Q1 		$28.1M Sell
96,865
-170
-0.2% -$46.9K 0.12% 115
2025
Q4 		$24M Sell
97,035
-2,837
-3% -$719K 0.1% 125
2025
Q3 		$27.2M Sell
99,872
-4,388
-4% -$1.27M 0.11% 116
2025
Q2 		$29.4M Sell
104,260
-1,669
-2% -$457K 0.13% 113
2025
Q1 		$31.2M Sell
105,929
-8,340
-7% -$2.57M 0.14% 113
2024
Q4 		$33.1M Sell
114,269
-15,112
-12% -$4.75M 0.14% 116
2024
Q3 		$38.5M Sell
129,381
-15,995
-11% -$4.37M 0.17% 101
2024
Q2 		$37.5M Sell
145,376
-88,898
-38% -$22.5M 0.17% 100
2024
Q1 		$56.8M Sell
234,274
-653,663
-74% -$160M 0.26% 86
2023
Q4 		$243M Sell
887,937
-200,531
-18% -$55.1M 1.17% 25
2023
Q3 		$308M Sell
1,088,468
-9,189
-0.8% -$2.7M 1.6% 13
2023
Q2 		$329M Sell
1,097,657
-6,451
-0.6% -$1.84M 1.63% 14
2023
Q1 		$317M Buy
1,104,108
+11,872
+1% +$3.46M 1.68% 10
2022
Q4 		$337M Buy
1,092,236
+9,761
+0.9% +$2.75M 1.85% 9
2022
Q3 		$252M Buy
1,082,475
+14,026
+1% +$3.47M 1.5% 15
2022
Q2 		$257M Buy
1,068,449
+109,948
+11% +$26.7M 1.44% 18
2022
Q1 		$240M Buy
958,501
+7,075
+0.7% +$1.82M 1.17% 26
2021
Q4 		$289M Buy
951,426
+5,399
+0.6% +$1.59M 1.31% 22
2021
Q3 		$242M Sell
946,027
-160,952
-15% -$44.5M 1.19% 23
2021
Q2 		$318M Buy
1,106,979
+1,934
+0.2% +$568K 1.56% 16
2021
Q1 		$311M Buy
1,105,045
+70,259
+7% +$19.1M 1.67% 14
2020
Q4 		$283M Buy
1,034,786
+18,331
+2% +$5.16M 1.59% 15
2020
Q3 		$303M Sell
1,016,455
-3,436
-0.3% -$988K 1.91% 11
2020
Q2 		$246M Buy
1,019,891
+20,097
+2% +$4.59M 1.71% 12
2020
Q1 		$200M Buy
999,794
+8,658
+0.9% +$1.97M 1.73% 14
2019
Q4 		$233M Buy
991,136
+25,308
+3% +$5.71M 1.56% 15
2019
Q3 		$214M Buy
965,828
+8,446
+0.9% +$1.9M 1.56% 17
2019
Q2 		$217M Buy
957,382
+103,106
+12% +$21.3M 1.58% 17
2019
Q1 		$163M Buy
854,276
+197,958
+30% +$34.1M 1.25% 28
2018
Q4 		$105M Buy
656,318
+331,501
+102% +$52.5M 0.93% 42
2018
Q3 		$54.3M Buy
324,817
+25,419
+8% +$4.14M 0.41% 66
2018
Q2 		$46.6M Buy
299,398
+69,272
+30% +$11.3M 0.38% 68
2018
Q1 		$36.6M Buy
230,126
+30,532
+15% +$5.03M 0.31% 77
2017
Q4 		$32.7M Buy
199,594
+9,752
+5% +$1.55M 0.27% 87
2017
Q3 		$28.7M Buy
189,842
+145
+0.1% +$21.2K 0.25% 86
2017
Q2 		$27.1M Buy
189,697
+9,145
+5% +$1.3M 0.25% 88
2017
Q1 		$24.4M Buy
180,552
+21,084
+13% +$2.97M 0.22% 92
2016
Q4 		$22.9M Buy
159,468
+4,311
+3% +$603K 0.22% 97
2016
Q3 		$21.6M Sell
155,157
-1,124
-0.7% -$156K 0.21% 104
2016
Q2 		$20.5M Sell
156,281
-7,619
-5% -$1.01M 0.2% 106
2016
Q1 		$21.8M Buy
163,900
+584
+0.4% +$70.6K 0.22% 101
2015
Q4 		$19.7M Sell
163,316
-1,292
-0.8% -$163K 0.18% 129
2015
Q3 		$19.4M Buy
164,608
+973
+0.6% +$124K 0.19% 137
2015
Q2 		$20.7M Sell
163,635
-5,676
-3% -$774K 0.18% 145
2015
Q1 		$23.7M Sell
169,311
-7,728
-4% -$1.07M 0.2% 130
2014
Q4 		$23.6M Sell
177,039
-3,379
-2% -$427K 0.19% 147
2014
Q3 		$21.7M Sell
180,418
-8,766
-5% -$1.07M 0.18% 151
2014
Q2 		$22.5M Sell
189,184
-889
-0.5% -$99.2K 0.18% 157
2014
Q1 		$20.9M Sell
190,073
-5,524
-3% -$586K 0.17% 161
2013
Q4 		$20.2M Sell
195,597
-10,081
-5% -$1.02M 0.16% 173
2013
Q3 		$20.3M Buy
205,678
+303
+0.1% +$28.8K 0.17% 169
2013
Q2 		$17.4M Buy
+205,375
New +$17.3M 0.16% 177

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM)'s APD Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its Air Products & Chemicals (APD) stake by 0.18% in Q1 2026, selling an estimated $46.9K and leaving 96,865 shares worth $28.1M. The position accounts for 0.12% of the portfolio, ranked #115.

Luther King Capital Management (LKCM) first reported a position in APD in Q2 2013 and has held it in 52 quarters since. The position peaked at $337M in Q4 2022. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Luther King Capital Management (LKCM) held 96,865 shares of Air Products & Chemicals worth $28.1M as of Q1 2026.
  • Luther King Capital Management (LKCM) sold 170 Air Products & Chemicals shares in Q1 2026, an estimated $46.9K.
  • Air Products & Chemicals made up 0.12% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #115 holding.
  • Luther King Capital Management (LKCM) first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 52 quarters since.
  • Luther King Capital Management (LKCM)'s Air Products & Chemicals position peaked at $337M in Q4 2022.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.