Marks Group Wealth Management, Inc
Position in APD — Air Products & Chemicals, Inc.
CIK 1802473
MINNETONKA, MN
Position in APD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,179,317
-$2,853,311 QoQ
Shares Held
17,666
-36.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#411
of 1,766 holders
Holding Since
Jun 2020
25 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, 2026Marks Group Wealth Management, Inc holds $5,426,478 across 2 Specialty Chemicals names. APD ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
17,666 | $5,179,317 | |
| 2 | PRM |
Perimeter Solutions, Inc.
|
6,933 | $247,161 |
All Filings in APD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,179,317 | 17,666 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $8,032,628 | 27,652 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,493,104 | 30,334 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,822,764 | 32,351 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,336,467 | 33,101 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,336,871 | 31,659 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $8,923,370 | 30,766 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $9,526,488 | 31,996 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $8,058,384 | 31,228 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $6,482,417 | 26,757 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $7,195,190 | 26,279 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,541,556 | 26,611 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $8,017,818 | 26,768 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $7,671,091 | 26,709 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $8,499,652 | 27,573 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $6,901,840 | 29,656 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $6,873,158 | 28,581 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $5,495,769 | 21,991 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $6,006,700 | 19,742 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $4,994,912 | 19,503 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $5,533,524 | 19,235 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $5,239,393 | 18,623 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $4,688,727 | 17,161 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,082,384 | 17,063 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,397,227 | 18,211 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||