SEC 13F Intelligence

Compass Wealth Management LLC / APD

Compass Wealth Management LLC’s Air Products And Chemicals I Position

Does Compass Wealth Management LLC own Air Products And Chemicals I (APD)? Yes29.4K shares worth $9M (+2.11% of its 13F portfolio) as of Q1 2026, down from 29.6K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
29.4K
% of Portfolio
+2.11%
Quarters Held
14
currently held

Position History APD

Reported value by quarter
Q4 ’22: $5MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ2 ’25Q3 ’25: $8MQ4 ’25: $7MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.4K$9M+2.11%
Q4 202529.6K$7M+1.82%
Q3 202529.9K$8M+1.82%
Q2 202530.1K$8M+2.02%
Q1 202529.1K$9M+2.19%
Q4 202429.5K$9M+2.06%
Q3 202429.9K$9M+2.10%
Q2 202430.3K$8M+1.93%
Q1 202429.9K$7M+1.82%
Q4 202320.5K$6M+1.56%
Q3 202316.0K$5M+1.42%
Q2 202316.2K$5M+1.47%
Q1 202315.7K$4M+1.43%
Q4 202215.2K$5M+1.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Wealth Management LLC’s full portfolio or all institutional holders of APD.