Air Products and Chemicals, Inc.
MX ˙ BMV ˙ US0091581068
SecurityMX:APD / Air Products and Chemicals, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership1,479 shares
Latest Disclosed Value $ 429,635
Heritage Wealth Advisors reports 1.51% increase in ownership of APD / Air Products and Chemicals, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 1,479 shares of Air Products and Chemicals, Inc. (MX:APD) valued at $429,635 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,457 shares of Air Products and Chemicals, Inc.. This represents a change in shares of 1.51% 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)
2026-05-13 2026-03-31 13F Air Prod & Chemicals COM 009158106 1,479 22 1.51 430 19.50 0.0168
2026-02-13 2025-12-31 13F Air Prod & Chemicals COM 009158106 1,457 0 0.00 360 -9.57 0.0137
2025-11-13 2025-09-30 13F Air Prod & Chemicals COM 009158106 1,457 0 0.00 397 -3.17 0.0174
2025-08-11 2025-06-30 13F Air Prod & Chemicals COM 009158106 1,457 -60 -3.96 411 -8.28 0.0195
2025-05-08 2025-03-31 13F Air Prod & Chemicals COM 009158106 1,517 -347 -18.62 447 -17.22 0.0227
2025-02-12 2024-12-31 13F Air Prod & Chemicals COM 009158106 1,864 2 0.11 541 -2.53 0.0268
2024-11-12 2024-09-30 13F Air Prod & Chemicals COM 009158106 1,862 -466 -20.02 555 -7.67 0.0260
2024-12-12 2024-06-30 13F/A-1 Air Prod & Chemicals COM 009158106 2,328 -580 -19.94 601 -14.77 0.0271
2024-08-06 2024-06-30 13F Air Prod & Chemicals COM 009158106 2,328 -580 601 0.0271
2024-12-12 2024-03-31 13F/A-1 Air Prod & Chemicals COM 009158106 2,908 -367 -11.21 705 -21.43 0.0322
2024-05-08 2024-03-31 13F Air Prod & Chemicals COM 009158106 2,317 -958 561 0.0257
2024-12-12 2023-12-31 13F/A-1 Air Prod & Chemicals COM 009158106 3,275 395 13.72 897 9.80 0.0446
2024-02-12 2023-12-31 13F Air Prod & Chemicals COM 009158106 2,849 -31 780 0.0389
2024-12-12 2023-09-30 13F/A-1 Air Prod & Chemicals COM 009158106 2,880 -12 -0.41 816 -5.77 0.0445
2023-11-09 2023-09-30 13F Air Prod & Chemicals COM 009158106 2,880 -12 816 0.0445
2024-12-12 2023-06-30 13F/A-1 Air Prod & Chemicals COM 009158106 2,892 -8 -0.28 866 3.96 0.0458
2023-08-09 2023-06-30 13F Air Prod & Chemicals COM 009158106 2,892 -8 866 0.0458
2023-05-04 2023-03-31 13F Air Prod & Chemicals COM 009158106 2,900 -72 -2.42 833 -9.06 0.0464
2024-12-12 2022-12-31 13F/A-1 Air Prod & Chemicals COM 009158106 2,972 130 4.57 916 38.58 0.0531
2023-02-07 2022-12-31 13F Air Prod & Chemicals COM 009158106 2,972 130 916 0.0531
2024-12-12 2022-09-30 13F/A-1 Air Prod & Chemicals COM 009158106 2,842 0 0.00 661 0.0480
2022-11-10 2022-09-30 13F Air Prod & Chemicals COM 009158106 2,842 0 1 0.0479
2022-08-04 2022-06-30 13F Air Prod & Chemicals COM 009158106 2,842 125 4.60 1 0.0475
2022-05-11 2022-03-31 13F Air Prod & Chemicals COM 009158106 2,717 -131 -4.60 1 0.0376
2022-03-28 2021-12-31 13F/A-1 Air Prod & Chemicals COM 009158106 2,848 -2 -0.07 1 -100.00 0.0476
2022-02-02 2021-12-31 13F Air Prod & Chemicals COM 009158106 2,848 -2 867 0.0476
2021-11-02 2021-09-30 13F Air Prod & Chemicals COM 009158106 2,850 0 0.00 730 -10.99 0.0447
2021-08-09 2021-06-30 13F/A-1 Air Prod & Chemicals COM 009158106 2,850 0 0.00 820 2.25 0.0505
2021-07-27 2021-06-30 13F Air Prod & Chemicals COM 009158106 2,850 0 779 0.0487
2021-04-27 2021-03-31 13F Air Prod & Chemicals COM 009158106 2,850 0 0.00 802 2.82 0.0483
2021-02-01 2020-12-31 13F Air Prod & Chemicals COM 009158106 2,850 0 0.00 779 -8.14 0.0487
2020-11-03 2020-09-30 13F Air Prod & Chemicals COM 009158106 2,850 0 0.00 849 23.26 0.1096
2020-07-17 2020-06-30 13F/A-1 Air Prod & Chemicals COM 009158106 2,850 0 0.00 688 21.13 0.0963
2020-07-17 2020-06-30 13F Air Prod & Chemicals COM 009158106 864 -1,986 688 96,278.3115
2020-05-05 2020-03-31 13F Air Prod & Chemicals COM 009158106 2,850 -7 -0.25 569 -15.35 0.1019
2020-02-04 2019-12-31 13F Air Prod & Chemicals COM 009158106 2,857 7 0.25 671 6.17 0.0887
2019-10-30 2019-09-30 13F Air Prod & Chemicals COM 009158106 2,850 0 0.00 632 -2.02 0.0931
2019-08-05 2019-06-30 13F Air Prod & Chemicals COM 009158106 2,850 0 0.00 645 18.57 0.0989
2019-05-06 2019-03-31 13F Air Prod & Chemicals COM 009158106 2,850 400 16.33 544 38.78 0.0894
2019-01-26 2018-12-31 13F Air Prod & Chemicals COM 009158106 2,450 0 0.00 392 -4.16 0.0766
2018-11-14 2018-09-30 13F Air Prod & Chemicals COM 009158106 2,450 0 0.00 409 7.35 0.0801
2018-07-19 2018-06-30 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 381 -2.31 0.1425
2018-05-10 2018-03-31 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 390 -3.23 0.1619
2018-02-02 2017-12-31 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 403 8.92 0.1724
2017-11-07 2017-09-30 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 370 5.71 0.1862
2017-07-27 2017-06-30 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 350 5.74 0.1812
2017-05-10 2017-03-31 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 331 -6.23 0.1784
2017-01-27 2016-12-31 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 353 -4.34 0.2307
2016-10-28 2016-09-30 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 369 6.03 0.2556
2016-08-04 2016-06-30 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 348 -1.42 0.2350
2016-05-02 2016-03-31 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 353 10.66 0.2767
2016-02-02 2015-12-31 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 319 2.24 0.2688
2015-10-22 2015-09-30 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 312 -7.14 0.2682
2015-08-06 2015-06-30 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 336 -9.43 0.2789
2015-05-06 2015-03-31 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 371 4.80 0.3061
2015-02-10 2014-12-31 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 354 10.97 0.3162
2014-11-13 2014-09-30 13F/A-1 AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 319 1.27 0.3316
2014-11-07 2014-09-30 13F AIR PRODS & CHEMS COM 009158106 2,450 319
2014-08-06 2014-06-30 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 315 7.88 0.3375
2014-05-05 2014-03-31 13F AIR PRODS & CHEMS COM 009158106 2,450 0 0.00 292 6.57 0.3378
2014-02-07 2013-12-31 13F AIR PRODS & CHEMS COM 009158106 2,450 2,450 274 0.3452
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.