AXXCESS WEALTH MANAGEMENT, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1911056
CARLSBAD, CA
Position in APD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$730,897
-$628,305 QoQ
Shares Held
2,493
-46.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#934
of 1,766 holders
Holding Since
Dec 2021
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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $15,539,413 across 7 Specialty Chemicals names. APD ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
19,139 | $9,931,992 | |
| 2 | RPM |
Rpm International Inc/De/
|
15,912 | $1,768,618 | |
| 3 | DD |
DuPont de Nemours, Inc.
|
8,806 | $1,194,445 | |
| 4 | ECL |
Ecolab Inc.
|
3,803 | $1,059,553 | |
| 5 | APD |
Air Products & Chemicals, Inc.
This page
|
2,493 | $730,897 | |
| 6 | PPG |
Ppg Industries Inc
|
4,508 | $546,775 | |
| 7 | SHW |
Sherwin Williams Co
|
892 | $307,133 |
All Filings in APD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,897 | 2,493 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,359,202 | 4,679 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $625,701 | 2,533 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $343,081 | 1,258 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $299,829 | 1,063 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $325,001 | 1,102 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $358,199 | 1,235 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $377,534 | 1,268 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $713,250 | 2,764 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $345,961 | 1,428 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $226,158 | 826 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $517,205 | 1,825 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $285,452 | 953 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $255,329 | 889 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $265,411 | 861 | Shares | Sole | 2023-02-16 | |
| 2021-12-31 | $690,974 | 2,271 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||