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Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APD overviewAll 13F holders of APDFull Q2 2025 holdings

Shares (Q2 2025)
117
Value
$29.2K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of APD by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025117$29.2K<0.1%−32−21.5%ReducedHolders
Q1 2025149$38.7K<0.1%+117+365.6%AddedHolders
Q4 202432$9.28K<0.1%+32NewHolders
Q2 20240$00.0%−23,125−100.0%Sold outHolders
Q1 202423,125$5.60M1.0%−24,537−51.5%ReducedHolders
Q4 202347,662$13.0M2.3%−2,330−4.7%ReducedHolders
Q3 202349,992$14.2M1.8%−1,335−2.6%ReducedHolders
Q2 202351,327$15.4M1.9%−178−0.3%ReducedHolders
Q1 202351,505$14.8M2.0%+138+0.3%AddedHolders
Q4 202251,367$15.8M2.3%−1,502−2.8%ReducedHolders
Q3 202252,869$12.3M1.8%−942−1.8%ReducedHolders
Q2 202253,811$12.9M1.9%−4,063−7.0%ReducedHolders
Q1 202257,874$14.5M1.6%−37,514−39.3%ReducedHolders
Q4 202195,388$29.0M2.8%−12,191−11.3%ReducedHolders
Q3 2021107,579$27.6M2.5%−825−0.8%ReducedHolders
Q2 2021108,404$31.2M2.8%−6,546−5.7%ReducedHolders
Q1 2021114,950$32.3M3.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.