Circle Wealth Management, LLC

Position in APD — Air Products & Chemicals, Inc.

CIK 1578242 SUMMIT, NJ

Position in APD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$950,489

-$99,922 QoQ

Shares Held

3,242

-10.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#842

of 1,766 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $1,800,934 across 3 Specialty Chemicals names. APD ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc. This page	3,242	$950,489
2	SHW	Sherwin Williams Co	1,681	$578,801
3	ECL	Ecolab Inc.	975	$271,644

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$950,489	3,242	-10.3%	Shares	Sole	2026-08-12
2026-03-31	$1,050,411	3,616	+12.3%	Shares	Sole	2026-05-12
2025-12-31	$795,651	3,221	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$874,340	3,206	+14.1%	Shares	Sole	2025-11-14
2025-06-30	$792,870	2,811	-5.6%	Shares	Sole	2025-08-14
2025-03-31	$878,271	2,978	0.0%	Shares	Sole	2025-05-14
2024-12-31	$863,739	2,978	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$882,501	2,964	-7.9%	Shares	Sole	2024-11-14
2024-06-30	$830,662	3,219	-5.8%	Shares	Sole	2024-08-13
2024-03-31	$828,321	3,419	+9.3%	Shares	Sole	2024-05-14
2023-12-31	$856,172	3,127	+50.8%	Shares	Sole	2024-02-15
2023-09-30	$587,488	2,073	+6.1%	Shares	Sole	2023-11-15
2023-06-30	$585,281	1,954	-0.2%	Shares	Sole	2023-08-11
2023-03-31	$562,357	1,958	-18.7%	Shares	Sole	2023-05-09
2022-12-31	$742,290	2,408	+0.6%	Shares	Sole	2023-02-13
2022-09-30	$557,155	2,394	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$579,075	2,408	0.0%	Shares	Sole	2022-08-12
2022-03-31	$601,783	2,408	-0.4%	Shares	Sole	2022-05-16
2021-12-31	$735,700	2,418	+2.1%	Shares	Sole	2022-02-14
2021-09-30	$606,724	2,369	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$681,226	2,368	+16.1%	Shares	Sole	2021-08-16
2021-03-31	$573,652	2,039	-5.3%	Shares	Sole	2021-05-17
2020-12-31	$588,242	2,153	+24.2%	Shares	Sole	2021-02-18
2020-09-30	$516,489	1,734	+24.8%	Shares	Sole	2020-11-16
2020-06-30	$335,387	1,389	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.