Air Products and Chemicals, Inc.
MX ˙ BMV ˙ US0091581068
SecurityMX:APD / Air Products and Chemicals, Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership5,853 shares
Latest Disclosed Value $ 1,700,157
WealthPLAN Partners, LLC reports 31.95% decrease in ownership of APD / Air Products and Chemicals, Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 5,853 shares of Air Products and Chemicals, Inc. (MX:APD) valued at $1,700,157 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,601 shares of Air Products and Chemicals, Inc.. This represents a change in shares of -31.95% during the quarter.

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)
2026-04-29 2026-03-31 13F AIR PRODUCTS AND CHEMICALS I COM 009158106 5,853 -2,748 -31.95 1,700 -19.96 0.2772
2026-02-12 2025-12-31 13F AIR PRODS & CHEMS COM 009158106 8,601 -837 -8.87 2,125 -17.45 0.3174
2025-10-27 2025-09-30 13F AIR PRODS & CHEMS COM 009158106 9,438 114 1.22 2,574 -2.13 0.3858
2025-07-28 2025-06-30 13F AIR PRODS & CHEMS COM 009158106 9,324 -3,843 -29.19 2,630 -32.29 0.4232
2025-05-12 2025-03-31 13F AIR PRODS & CHEMS COM 009158106 13,167 122 0.94 3,883 2.64 0.5474
2025-01-30 2024-12-31 13F AIR PRODS & CHEMS COM 009158106 13,045 -885 -6.35 3,783 -8.78 0.5367
2024-11-05 2024-09-30 13F AIR PRODS & CHEMS COM 009158106 13,930 -319 -2.24 4,147 12.81 0.5568
2024-08-09 2024-06-30 13F AIR PRODS & CHEMS COM 009158106 14,249 -1,176 -7.62 3,677 -1.63 0.3948
2024-05-07 2024-03-31 13F AIR PRODS & CHEMS COM 009158106 15,425 -6,438 -29.45 3,737 -37.57 0.3869
2024-01-05 2023-12-31 13F AIR PRODS & CHEMS COM 009158106 21,863 -1,182 -5.13 5,986 -8.33 0.6153
2023-11-02 2023-09-30 13F AIR PRODS & CHEMS COM 009158106 23,045 12,205 112.59 6,531 101.17 0.7589
2023-07-31 2023-06-30 13F Air Products & Chemicals Stock/ETF 009158106 10,840 -14,471 -57.17 3,247 -55.34 0.4592
2023-05-10 2023-03-31 13F Air Products & Chemicals Stock/ETF 009158106 25,311 -27,627 -52.19 7,270 -51.22 0.8270
2023-02-16 2022-12-31 13F AIR PRODS & CHEMS COM 009158106 52,938 9,441 21.70 14,901 46.36 1.0411
2022-05-03 2022-03-31 13F AIR PRODS & CHEMS COM 009158106 43,497 17,168 65.21 10,181 37.06 0.7063
2022-02-01 2021-12-31 13F AIR PRODS & CHEMS COM 009158106 26,329 4,467 20.43 7,428 14.81 0.4894
2021-12-09 2021-09-30 13F AIR PRODS & CHEMS COM 009158106 21,862 21,862 6,470 0.4302
2017-04-19 2017-03-31 13F AIR PRODUCTS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 009158106 0 -265 -100.00 0 -100.00
2016-12-09 2016-09-30 13F AIR PRODUCTS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 009158106 265 -263 -49.81 36 -2.70 0.0119
2016-08-08 2016-06-30 13F Air Products Chemicals Common Stock 009158106 528 -252 -32.31 37 12.12 0.0048
2016-03-24 2015-12-31 13F AIR PRODS & CHEMS COM 009158106 780 262 50.58 34 -53.52 0.0055
2015-08-10 2015-06-30 13F AIR PRODS & CHEMS COM 009158106 518 4 0.78 71 -8.97 0.0311
2015-05-04 2015-03-31 13F Air Products Chemicals Common Stock 009158106 514 514 78 0.0363
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.