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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by EP Wealth Advisors, 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 2026 holdings

Shares (Q2 2026)
19,404
Value
$5.69M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of APD by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,404$5.69M<0.1%+811+4.4%AddedHolders
Q1 202618,593$5.40M<0.1%−4,405−19.2%ReducedHolders
Q4 202522,998$5.68M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202535,015$9.88M0.1%+20,113+135.0%AddedHolders
Q1 202514,902$4.39M<0.1%+954+6.8%AddedHolders
Q4 202413,948$4.05M<0.1%+1,866+15.4%AddedHolders
Q3 202412,082$3.60M<0.1%+365+3.1%AddedHolders
Q2 202411,717$3.02M<0.1%+6,464+123.1%AddedHolders
Q1 20245,253$1.27M<0.1%−374−6.6%ReducedHolders
Q4 20235,627$1.54M<0.1%+1,616+40.3%AddedHolders
Q3 20234,011$1.14M<0.1%+212+5.6%AddedHolders
Q2 20233,799$1.18M<0.1%00.0%UnchangedHolders
Q1 20233,799$1.09M<0.1%+226+6.3%AddedHolders
Q4 20223,573$1.10M<0.1%+3,573NewHolders
Q3 20220$00.0%−3,395−100.0%Sold outHolders
Q2 20223,395$816.0K<0.1%+1,495+78.7%AddedHolders
Q1 20221,900$475.0K<0.1%+191+11.2%AddedHolders
Q4 20211,709$520.0K<0.1%−38−2.2%ReducedHolders
Q3 20211,747$447.0K<0.1%+19+1.1%AddedHolders
Q2 20211,728$497.0K<0.1%−28−1.6%ReducedHolders
Q1 20211,756$494.0K<0.1%––Holders

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