Phoenix Wealth Advisors
Position in APD — Air Products & Chemicals, Inc.
CIK 1842362
CHAPEL HILL, NC
Position in APD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,001,539
-$18,237 QoQ
Shares Held
6,827
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#634
of 1,766 holders
Holding Since
Dec 2020
23 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, 2026Phoenix Wealth Advisors holds $2,481,305 across 2 Specialty Chemicals names. APD ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
6,827 | $2,001,539 | |
| 2 | ECL |
Ecolab Inc.
|
1,722 | $479,766 |
All Filings in APD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,001,539 | 6,827 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,019,776 | 6,953 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $290,001 | 1,174 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,367,755 | 8,682 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,505,538 | 8,883 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,719,457 | 9,221 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,716,224 | 9,365 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,876,466 | 9,661 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,555,726 | 9,904 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,435,782 | 10,054 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,205,267 | 4,402 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,397,280 | 8,459 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,603,215 | 8,691 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,532,330 | 8,817 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,032,671 | 3,350 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $705,404 | 3,031 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $586,290 | 2,438 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $495,071 | 1,981 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $430,223 | 1,414 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $84,004 | 328 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $53,220 | 185 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $272,899 | 970 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $265,023 | 970 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||