Skip to main content

MISSION WEALTH MANAGEMENT, LP

Position in SHW — Sherwin Williams Co

CIK 1645382 Santa Barbara, CA

Position in SHW

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$6,194,316
+$926,398 QoQ
Shares Held
17,990
+9.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#442
of 1,733 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)

Derivatives in SHW

reported options exposure · as of Dec 31, 2023
CallValue
$0
CallShares
0
PutValue
$436,660
PutShares
1,400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $14,993,478 across 10 Specialty Chemicals names. SHW ranks #1 (41.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SHW
Sherwin Williams Co
This page
17,990 $6,194,316

All Filings in SHW

Export CSV
36 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,194,316 17,990
2026-03-31 $5,267,918 16,434
2025-12-31 $5,494,900 16,958
2025-09-30 $6,307,472 18,216
2025-06-30 $6,783,763 19,757
2025-03-31 $7,308,546 20,930
2024-12-31 $7,598,455 22,353
2024-09-30 $8,482,615 22,225
2024-06-30 $7,682,781 25,744
2024-03-31 $8,512,363 24,508
2023-12-31 $436,660 1,400
2023-12-31 $8,306,832 26,633
2023-09-30 $6,928,688 27,166
2023-09-30 $357,070 1,400
2023-06-30 $371,728 1,400
2023-06-30 $7,848,240 29,558
2023-03-31 $314,678 1,400
2023-03-31 $6,767,824 30,110
2022-12-31 $7,487,761 31,550
2022-12-31 $640,791 2,700
2022-09-30 $552,825 2,700
2022-09-30 $6,542,786 31,955
2022-06-30 $895,640 4,000
2022-06-30 $4,612,769 20,601
2022-03-31 $5,117,210 20,500
2022-03-31 $998,480 4,000
2021-12-31 $1,408,640 4,000
2021-12-31 $7,205,897 20,462
2021-09-30 $5,823,419 20,818
2021-09-30 $1,118,920 4,000
2021-06-30 $1,589,200 5,833
2021-03-31 $1,416,240 1,919
2020-12-31 $1,388,979 1,890
2020-09-30 $1,416,472 2,033
2020-06-30 $1,159,745 2,007
2020-03-31 $913,525 1,988