Air Products and Chemicals, Inc.
US ˙ NYSE ˙ US0091581068

SecurityAPD / Air Products and Chemicals, Inc.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership562 shares
Latest Disclosed Value $ 163,255
IMA Wealth, Inc. ownership in APD / Air Products and Chemicals, Inc.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 562 shares of Air Products and Chemicals, Inc. (US:APD) valued at $163,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 562 shares of Air Products and Chemicals, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $158,636 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F Air Products & Chemicals Common Stock 009158106 562 0 0.00 163 18.12 0.0159
2026-02-11 2025-12-31 13F Air Products & Chemicals Common Stock 009158106 562 0 0.00 139 -9.80 0.0133
2025-11-06 2025-09-30 13F Air Products & Chemicals Common Stock 009158106 562 0 0.00 153 -3.16 0.0154
2025-08-08 2025-06-30 13F Air Products & Chemicals Common Stock 009158106 562 2 0.36 159 -4.24 0.0170
2025-05-06 2025-03-31 13F Air Products & Chemicals Common Stock 009158106 560 560 165 0.0196
2025-02-14 2024-12-31 13F Air Products & Chemicals Common Stock 009158106 0 -560 -100.00 0 -100.00
2024-11-14 2024-09-30 13F Air Products & Chemicals Common Stock 009158106 560 560 167 0.0363
2024-02-05 2023-12-31 13F AIR PRODS & CHEMS COM 009158106 0 -595 -100.00 0 -100.00
2023-11-28 2023-09-30 13F AIR PRODS & CHEMS COM 009158106 595 0 0.00 169 -5.62 0.0436
2023-08-15 2023-06-30 13F AIR PRODS & CHEMS COM 009158106 595 0 0.00 178 4.71 0.0458
2023-05-16 2023-03-31 13F AIR PRODS & CHEMS COM 009158106 595 0 0.00 171 -7.10 0.0441
2023-02-16 2022-12-31 13F AIR PRODS & CHEMS COM 009158106 595 0 0.00 183 32.61 0.0486
2022-11-15 2022-09-30 13F AIR PRODS & CHEMS COM 009158106 595 0 0.00 138 -3.50 0.0371
2022-08-18 2022-06-30 13F AIR PRODS & CHEMS COM 009158106 595 560 1,600.00 143 1,488.89 0.0350
2022-06-13 2022-03-31 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 9 -18.18 0.0021
2022-02-14 2021-12-31 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 11 22.22 0.0024
2021-11-03 2021-09-30 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 9 -10.00 0.0021
2021-08-13 2021-06-30 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 10 0.00 0.0023
2021-05-13 2021-03-31 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 10 0.00 0.0024
2021-02-08 2020-12-31 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 10 0.00 0.0028
2020-11-16 2020-09-30 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 10 25.00 0.0034
2020-08-13 2020-06-30 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 8 14.29 0.0029
2020-04-14 2020-03-31 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 7 -12.50 0.0031
2020-02-24 2019-12-31 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 8 0.00 0.0030
2019-10-29 2019-09-30 13F AIR PRODS & CHEMS COM 009158106 35 0 0.00 8 0.00 0.0030
2019-07-19 2019-06-30 13F AIR PRODS & CHEMS COM 009158106 35 -100 -74.07 8 -69.23 0.0030
2019-05-09 2019-03-31 13F AIR PRODS & CHEMS COM 009158106 135 100 285.71 26 333.33 0.0101
2019-01-15 2018-12-31 13F AIR PRODS & CHEMS COM 009158106 35 -3 -7.89 6 0.00 0.0028
2018-10-18 2018-09-30 13F AIR PRODS & CHEMS COM 009158106 38 -22 -36.67 6 -33.33 0.0023
2018-08-01 2018-06-30 13F AIR PRODS & CHEMS COM 009158106 60 60 9 0.0037
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.