Position in APD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,770,600
+$7,218,019 QoQ
Shares Held
26,750
+1095.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026AE Wealth Management LLC holds $75,534,948 across 12 Specialty Chemicals names. APD ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYB |
LyondellBasell Industries N.V.
|
431,555 | $34,766,043 | |
| 2 | LIN |
Linde PLC
|
52,495 | $26,024,886 | |
| 3 | APD |
Air Products & Chemicals, Inc.
This page
|
26,750 | $7,770,600 | |
| 4 | SHW |
Sherwin Williams Co
|
8,921 | $2,859,610 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
10,509 | $1,443,928 | |
| 6 | ECL |
Ecolab Inc.
|
3,112 | $827,846 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
5,692 | $433,488 | |
| 8 | RPM |
Rpm International Inc/De/
|
4,011 | $398,682 |
All Filings in APD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,770,600 | 26,750 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $552,581 | 2,237 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $684,789 | 2,511 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $690,758 | 2,449 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $497,231 | 1,686 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $442,018 | 1,524 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $454,349 | 1,526 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $425,523 | 1,649 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $547,768 | 2,261 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,185,306 | 15,286 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,385,331 | 15,474 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,509,723 | 15,056 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,364,952 | 11,716 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,343,999 | 14,092 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,624,071 | 15,572 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,494,811 | 18,691 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,323,692 | 17,301 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,118,866 | 6,964 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,658,312 | 6,475 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,189,244 | 7,610 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,929,148 | 6,857 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,736,039 | 6,354 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,261,055 | 7,591 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,193,536 | 4,943 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $895,849 | 4,488 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||