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Equibles

EP Wealth Advisors, LLC

Position in SHW — Sherwin Williams Co

CIK 1540569 TORRANCE, CA
Back to SHW Full portfolio

Position in SHW

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,703,944
+$655,309 QoQ
Shares Held
7,853
+22.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#622
of 1,741 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in SHW Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $32,737,423 across 16 Specialty Chemicals names. SHW ranks #4 (8.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ECL
Ecolab Inc.
 46,202 $12,872,339
2 APD
Air Products & Chemicals, Inc.
 19,404 $5,688,864
3 LIN
Linde PLC
 7,553 $3,919,553
4 SHW
Sherwin Williams Co
This page 		7,853 $2,703,944
5 ALB
Albemarle Corp
 11,015 $1,487,355
6 DD
DuPont de Nemours, Inc.
 10,134 $1,374,575
7 SOLS
Solstice Advanced Materials Inc.
 12,621 $1,118,220
8 RPM
Rpm International Inc/De/
 9,621 $1,069,374

All Filings in SHW

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,703,944 7,853
2026-03-31 $2,048,635 6,391
2025-12-31 $2,276,634 7,026
2025-06-30 $2,640,438 7,690
2025-03-31 $2,633,241 7,541
2024-12-31 $2,618,820 7,704
2024-09-30 $6,812,046 17,848
2024-06-30 $1,162,683 3,896
2024-03-31 $1,295,540 3,730
2023-12-31 $1,147,168 3,678
2023-09-30 $958,477 3,758
2023-06-30 $950,999 34,102
2023-03-31 $961,566 4,278
2022-12-31 $736,909 3,105
2022-06-30 $813,912 3,635
2022-03-31 $908,616 3,640
2021-12-31 $943,788 2,680
2021-09-30 $707,437 2,529
2021-06-30 $693,385 2,545
2021-03-31 $585,241 793
2020-12-31 $562,206 765
2020-09-30 $491,201 705
2020-06-30 $418,363 724
2020-03-31 $368,994 803