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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by Caldwell Trust Co, 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)
7,043
Value
$2.06M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of APD by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,043$2.06M0.2%+20.0%AddedHolders
Q1 20267,041$2.05M0.2%00.0%UnchangedHolders
Q4 20257,041$1.74M0.2%−57−0.8%ReducedHolders
Q3 20257,098$1.94M0.2%−20.0%ReducedHolders
Q2 20257,100$2.00M0.2%+249+3.6%AddedHolders
Q1 20256,851$2.02M0.2%+26+0.4%AddedHolders
Q4 20246,825$1.98M0.2%−888−11.5%ReducedHolders
Q3 20247,713$2.30M0.2%−53−0.7%ReducedHolders
Q2 20247,766$2.00M0.2%+855+12.4%AddedHolders
Q1 20246,911$1.67M0.2%−136−1.9%ReducedHolders
Q4 20237,047$1.93M0.2%+7+0.1%AddedHolders
Q3 20237,040$2.00M0.3%00.0%UnchangedHolders
Q2 20237,040$2.11M0.3%+50+0.7%AddedHolders
Q1 20236,990$2.01M0.3%+45+0.6%AddedHolders
Q4 20226,945$2.14M0.3%−111−1.6%ReducedHolders
Q3 20227,056$1.64M0.2%+168+2.4%AddedHolders
Q2 20226,888$1.66M0.2%00.0%UnchangedHolders
Q1 20226,888$1.72M0.2%00.0%UnchangedHolders
Q4 20216,888$2.10M0.2%00.0%UnchangedHolders
Q3 20216,888$1.76M0.2%−636−8.5%ReducedHolders
Q2 20217,524$2.16M0.3%+35+0.5%AddedHolders
Q1 20217,489$2.11M0.3%––Holders

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