Position in APD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,742,581
-$28,019 QoQ
Shares Held
26,409
-1.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#337
of 1,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026AE Wealth Management LLC holds $73,085,914 across 12 Specialty Chemicals names. APD ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
59,091 | $30,664,647 | |
| 2 | LYB |
LyondellBasell Industries N.V.
|
526,552 | $27,722,930 | |
| 3 | APD |
Air Products & Chemicals, Inc.
This page
|
26,409 | $7,742,581 | |
| 4 | SHW |
Sherwin Williams Co
|
7,866 | $2,708,408 | |
| 5 | SOLS |
Solstice Advanced Materials Inc.
|
12,169 | $1,078,155 | |
| 6 | ECL |
Ecolab Inc.
|
3,107 | $865,628 | |
| 7 | DD |
DuPont de Nemours, Inc.
|
4,119 | $558,688 | |
| 8 | RPM |
Rpm International Inc/De/
|
4,270 | $474,598 |
All Filings in APD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,742,581 | 26,409 | Shares | Other | 2026-08-03 | |
| 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. | ||||||