Skip to main content
Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by CM 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)
1,741
Value
$510.4K
% of portfolio
0.1%
Quarters held
16
Since Q2 2022
Holdings of APD by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,741$510.4K0.1%+227+15.0%AddedHolders
Q1 20261,514$439.8K0.1%−283−15.7%ReducedHolders
Q4 20251,797$443.9K0.1%−181−9.2%ReducedHolders
Q3 20251,978$539.4K0.1%+6+0.3%AddedHolders
Q2 20251,972$556.2K0.2%00.0%UnchangedHolders
Q1 20251,972$581.6K0.2%−200−9.2%ReducedHolders
Q4 20242,172$630.0K0.2%00.0%UnchangedHolders
Q3 20242,172$646.7K0.2%00.0%UnchangedHolders
Q2 20242,172$560.5K0.3%−331−13.2%ReducedHolders
Q1 20242,503$626.8K0.2%+489+24.3%AddedHolders
Q4 20232,014$555.0K0.2%00.0%UnchangedHolders
Q3 20232,014$540.6K0.2%−331−14.1%ReducedHolders
Q2 20232,345$715.6K0.2%+2,345NewHolders
Q1 20230$00.0%−2,014−100.0%Sold outHolders
Q4 20222,014$624.1K0.3%00.0%UnchangedHolders
Q3 20222,014$472.0K0.3%00.0%UnchangedHolders
Q2 20222,014$487.6K0.3%–No prior filingHolders