Position in SHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,178,607
-$418,373 QoQ
Shares Held
3,423
-31.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#829
of 1,733 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026GeoWealth Management, LLC holds $5,148,391 across 6 Specialty Chemicals names. SHW ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
4,985 | $1,388,870 | |
| 2 | SHW |
Sherwin Williams Co
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|
3,423 | $1,178,607 | |
| 3 | APD |
Air Products & Chemicals, Inc.
|
3,725 | $1,092,095 | |
| 4 | LIN |
Linde PLC
|
2,100 | $1,089,774 | |
| 5 | LYB |
LyondellBasell Industries N.V.
|
5,271 | $277,518 | |
| 6 | ALB |
Albemarle Corp
|
900 | $121,527 |
All Filings in SHW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,178,607 | 3,423 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,596,980 | 4,982 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,384,256 | 4,272 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,451,175 | 4,191 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,498,766 | 4,365 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,534,340 | 4,394 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,659,878 | 4,883 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,903,388 | 4,987 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,482,898 | 4,969 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,469,900 | 4,232 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $771,016 | 2,472 | Shares | Other | 2024-02-13 | |
| 2021-12-31 | $41,907 | 119 | Shares | Other | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||