Position in APD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$510,426
+$70,625 QoQ
Shares Held
1,741
+15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,071
of 1,766 holders
Holding Since
Jun 2022
16 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, 2026CM WEALTH ADVISORS LLC holds $2,896,945 across 6 Specialty Chemicals names. APD ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHW |
Sherwin Williams Co
|
2,427 | $835,664 | |
| 2 | CMT |
Core Molding Technologies Inc
|
29,785 | $702,926 | |
| 3 | APD |
Air Products & Chemicals, Inc.
This page
|
1,741 | $510,426 | |
| 4 | ODC |
Oil-Dri Corp of America
|
4,313 | $440,831 | |
| 5 | LIN |
Linde PLC
|
399 | $207,057 | |
| 6 | ECL |
Ecolab Inc.
|
718 | $200,041 |
All Filings in APD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,426 | 1,741 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $439,801 | 1,514 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $443,894 | 1,797 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $539,440 | 1,978 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $556,222 | 1,972 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $581,582 | 1,972 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $629,966 | 2,172 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $646,691 | 2,172 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $560,484 | 2,172 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $606,401 | 2,503 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $551,433 | 2,014 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $570,767 | 2,014 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $702,397 | 2,345 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $620,835 | 2,014 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $468,718 | 2,014 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $484,326 | 2,014 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||