Position in APD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$473,192
-$121,150 QoQ
Shares Held
1,614
-21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,097
of 1,766 holders
Holding Since
Dec 2025
3 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, 2026SPWM Advisors LLC holds $695,522 across 2 Specialty Chemicals names. APD ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
1,614 | $473,192 | |
| 2 | ECL |
Ecolab Inc.
|
798 | $222,330 |
All Filings in APD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,192 | 1,614 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $594,342 | 2,046 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $563,699 | 2,282 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||