Position in SHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,708,408
-$151,202 QoQ
Shares Held
7,866
-11.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#621
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, 2026AE Wealth Management LLC holds $73,085,914 across 12 Specialty Chemicals names. SHW ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
59,091 | $30,664,647 | |
| 2 | LYB |
LyondellBasell Industries N.V.
|
526,552 | $27,722,930 | |
| 3 | APD |
Air Products & Chemicals, Inc.
|
26,409 | $7,742,581 | |
| 4 | SHW |
Sherwin Williams Co
This page
|
7,866 | $2,708,408 | |
| 5 | SOLS |
Solstice Advanced Materials Inc.
|
12,169 | $1,078,155 | |
| 6 | ECL |
Ecolab Inc.
|
3,107 | $865,628 | |
| 7 | DD |
DuPont de Nemours, Inc.
|
4,119 | $558,688 | |
| 8 | RPM |
Rpm International Inc/De/
|
4,270 | $474,598 |
All Filings in SHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,708,408 | 7,866 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,859,610 | 8,921 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,976,523 | 9,186 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,041,533 | 8,784 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,132,461 | 9,123 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,958,332 | 8,472 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,621,874 | 7,713 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,837,710 | 7,435 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,255,528 | 7,558 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,603,931 | 7,497 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,990,926 | 22,414 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,395,837 | 21,156 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $4,309,124 | 16,229 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,694,319 | 16,436 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,211,895 | 17,747 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,592,952 | 22,432 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,446,592 | 28,791 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,914,768 | 19,689 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,021,366 | 19,938 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,189,830 | 18,553 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,714,149 | 28,314 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,172,721 | 11,074 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,340,068 | 8,627 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,370,650 | 6,273 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,150,438 | 5,452 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,801,233 | 6,096 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||