Position in SHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,195,134
+$76,094 QoQ
Shares Held
3,471
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#827
of 1,739 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,873,081 across 16 Specialty Chemicals names. SHW ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHW |
Sherwin Williams Co
This page
|
3,471 | $1,195,134 | |
| 2 | LIN |
Linde PLC
|
923 | $478,981 | |
| 3 | DD |
DuPont de Nemours, Inc.
|
2,968 | $402,579 | |
| 4 | ECL |
Ecolab Inc.
|
1,114 | $310,371 | |
| 5 | APD |
Air Products & Chemicals, Inc.
|
538 | $157,730 | |
| 6 | PPG |
Ppg Industries Inc
|
907 | $110,010 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
665 | $58,919 | |
| 8 | WDFC |
Wd 40 Co
|
206 | $50,189 |
All Filings in SHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,134 | 3,471 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,119,040 | 3,491 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,140,585 | 3,520 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,258,655 | 3,635 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,279,016 | 3,725 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,330,064 | 3,809 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,402,551 | 4,126 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,515,611 | 3,971 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,170,740 | 3,923 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,301,792 | 3,748 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,176,798 | 3,773 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $968,679 | 3,798 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,045,352 | 3,937 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $901,552 | 4,011 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $979,223 | 4,126 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $810,810 | 3,960 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $879,518 | 3,928 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $931,581 | 3,732 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,269,888 | 3,606 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $976,257 | 3,490 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $869,387 | 3,191 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $780,076 | 1,057 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $706,248 | 961 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $659,116 | 946 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $551,846 | 955 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $417,703 | 909 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||