Modern Wealth Management, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 2001900
KANSAS CITY, MO
Position in APD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$448,270
+$18,057 QoQ
Shares Held
1,529
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,118
of 1,766 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Modern Wealth Management, LLC holds $4,755,274 across 7 Specialty Chemicals names. APD ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOLS |
Solstice Advanced Materials Inc.
|
18,509 | $1,639,895 | |
| 2 | LIN |
Linde PLC
|
2,359 | $1,224,177 | |
| 3 | SHW |
Sherwin Williams Co
|
1,632 | $561,927 | |
| 4 | ECL |
Ecolab Inc.
|
1,679 | $467,783 | |
| 5 | APD |
Air Products & Chemicals, Inc.
This page
|
1,529 | $448,270 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
1,563 | $212,004 | |
| 7 | PPG |
Ppg Industries Inc
|
1,659 | $201,218 |
All Filings in APD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,270 | 1,529 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $430,213 | 1,481 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $411,779 | 1,667 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $436,349 | 1,600 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $440,575 | 1,562 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $496,347 | 1,683 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $516,850 | 1,782 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $487,697 | 1,638 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $421,136 | 1,632 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||