Forum Financial Management, LP

Position in APD — Air Products & Chemicals, Inc.

CIK 1911832 LOMBARD, IL

Position in APD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$997,984

+$21,648 QoQ

Shares Held

3,404

+1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#824

of 1,770 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Forum Financial Management, LP holds $3,789,018 across 5 Specialty Chemicals names. APD ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODC	Oil-Dri Corp of America	18,050	$1,844,890
2	APD	Air Products & Chemicals, Inc. This page	3,404	$997,984
3	SHW	Sherwin Williams Co	971	$334,334
4	SCL	Stepan Co	5,895	$328,469
5	LIN	Linde PLC	546	$283,341

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$997,984	3,404	+1.3%	Shares	Sole	2026-07-23
2026-03-31	$976,336	3,361	-43.7%	Shares	Sole	2026-04-23
2025-12-31	$1,475,203	5,972	-7.3%	Shares	Sole	2026-01-27
2025-09-30	$1,756,316	6,440	+9.7%	Shares	Sole	2025-10-24
2025-06-30	$1,655,128	5,868	+7.2%	Shares	Sole	2025-07-30
2025-03-31	$1,614,392	5,474	+192.1%	Shares	Sole	2025-05-02
2024-09-30	$557,964	1,874	-0.7%	Shares	Sole	2024-10-29
2024-06-30	$487,198	1,888	0.0%	Shares	Sole	2024-07-30
2024-03-31	$457,405	1,888	+1.0%	Shares	Sole	2024-05-09
2023-12-31	$512,006	1,870	+23.4%	Shares	Sole	2024-02-07
2023-09-30	$429,351	1,515	0.0%	Shares	Sole	2023-11-06
2023-06-30	$453,787	1,515	+15.6%	Shares	Sole	2023-07-26
2023-03-31	$376,532	1,311	+0.6%	Shares	Other	2023-04-19
2022-12-31	$401,662	1,303	-0.5%	Shares	Sole	2023-01-24
2022-09-30	$304,876	1,310	0.0%	Shares	Sole	2022-11-07
2022-06-30	$315,028	1,310	-11.6%	Shares	Sole	2022-08-15
2022-03-31	$370,366	1,482	+8.8%	Shares	Sole	2022-05-16
2021-12-31	$414,402	1,362	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.