Position in APD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,183,863
-$124,017 QoQ
Shares Held
31,325
-2.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#300
of 1,769 holders
Holding Since
Mar 2022
18 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, 2026HB Wealth Management, LLC holds $124,052,911 across 19 Specialty Chemicals names. APD ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALB |
Albemarle Corp
|
382,612 | $51,664,098 | |
| 2 | NEU |
Newmarket Corp
|
30,269 | $23,950,043 | |
| 3 | LIN |
Linde PLC
|
24,202 | $12,559,385 | |
| 4 | APD |
Air Products & Chemicals, Inc.
This page
|
31,325 | $9,183,863 | |
| 5 | SHW |
Sherwin Williams Co
|
25,950 | $8,935,104 | |
| 6 | ECL |
Ecolab Inc.
|
29,982 | $8,353,285 | |
| 7 | PRM |
Perimeter Solutions, Inc.
|
44,900 | $1,600,685 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
16,401 | $1,453,128 |
All Filings in APD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,183,863 | 31,325 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,307,880 | 32,042 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,150,177 | 32,994 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,760,921 | 35,791 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,677,478 | 34,310 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,773,353 | 33,139 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,858,343 | 27,094 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,659,281 | 32,442 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,301,726 | 32,171 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,112,078 | 29,356 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,796,949 | 6,563 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,103,961 | 7,424 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,914,895 | 6,393 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,813,443 | 6,314 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,903,505 | 6,175 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,236,727 | 5,314 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $831,579 | 3,458 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $217,421 | 870 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||