Morton Brown Family Wealth, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1909851
ALLENTOWN, PA
Position in APD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$877,487
+$8,051 QoQ
Shares Held
2,993
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#874
of 1,766 holders
Holding Since
Dec 2021
19 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, 2026Morton Brown Family Wealth, LLC holds $881,290 across 4 Specialty Chemicals names. APD ranks #1 (99.6% of the industry book) .
All Filings in APD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,487 | 2,993 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $869,436 | 2,993 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $739,330 | 2,993 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $92,997 | 341 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $96,182 | 341 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $100,567 | 341 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $839,085 | 2,893 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $861,361 | 2,893 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $62,190 | 241 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $700,887 | 2,893 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $981,846 | 3,586 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $68,299 | 241 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $33,247 | 111 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $31,880 | 111 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $34,216 | 111 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $25,833 | 111 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $26,693 | 111 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $27,740 | 111 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $33,772 | 111 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||