Morningstar Investment Management LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1673385
CHICAGO, IL
Position in APD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,633,709
+$42,515 QoQ
Shares Held
15,805
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#436
of 1,766 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Morningstar Investment Management LLC holds $19,542,290 across 7 Specialty Chemicals names. APD ranks #3 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IFF |
International Flavors & Fragrances Inc
|
71,222 | $5,642,206 | |
| 2 | PPG |
Ppg Industries Inc
|
41,881 | $5,079,746 | |
| 3 | APD |
Air Products & Chemicals, Inc.
This page
|
15,805 | $4,633,709 | |
| 4 | LYB |
LyondellBasell Industries N.V.
|
41,101 | $2,163,967 | |
| 5 | CBT |
Cabot Corp
|
8,681 | $788,408 | |
| 6 | SXT |
Sensient Technologies Corp
|
5,369 | $661,944 | |
| 7 | WDFC |
Wd 40 Co
|
2,349 | $572,310 |
All Filings in APD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,633,709 | 15,805 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,591,194 | 15,805 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,982,950 | 16,124 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,884,078 | 14,242 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $466,245 | 1,653 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $926,677 | 3,195 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $975,991 | 3,278 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $489,778 | 1,898 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $494,230 | 2,040 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $558,552 | 2,040 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $578,136 | 2,040 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $561,019 | 1,873 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $516,978 | 1,800 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $554,868 | 1,800 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||