Legacy Financial Strategies, LLC

Position in SHW — Sherwin Williams Co

CIK 1723925 OVERLAND PARK, KS

Position in SHW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,264,842

+$76,011 QoQ

Shares Held

9,482

-4.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#583

of 1,733 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Legacy Financial Strategies, LLC holds $9,113,333 across 4 Specialty Chemicals names. SHW ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC	6,369	$3,305,128
2	SHW	Sherwin Williams Co This page	9,482	$3,264,842
3	ECL	Ecolab Inc.	7,886	$2,197,118
4	APD	Air Products & Chemicals, Inc.	1,181	$346,245

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,264,842	9,482	-4.7%	Shares	Sole	2026-07-21
2026-03-31	$3,188,831	9,948	-1.4%	Shares	Sole	2026-05-01
2025-12-31	$3,269,786	10,091	-8.1%	Shares	Sole	2026-01-23
2025-09-30	$3,801,588	10,979	+1.0%	Shares	Sole	2025-11-06
2025-06-30	$3,731,293	10,867	+0.8%	Shares	Sole	2025-07-10
2025-03-31	$3,763,220	10,777	-2.0%	Shares	Sole	2025-04-08
2024-12-31	$3,737,870	10,996	-1.0%	Shares	Sole	2025-01-28
2024-09-30	$4,239,590	11,108	-0.1%	Shares	Sole	2024-10-18
2024-06-30	$3,318,840	11,121	+9.1%	Shares	Sole	2024-07-10
2024-03-31	$3,539,292	10,190	-1.4%	Shares	Sole	2024-04-10
2023-12-31	$3,222,238	10,331	+6.7%	Shares	Sole	2024-02-01
2023-09-30	$2,469,394	9,682	+3.3%	Shares	Sole	2023-11-13
2023-06-30	$2,489,781	9,377	+8.5%	Shares	Sole	2023-07-28
2023-03-31	$1,941,788	8,639	+9.5%	Shares	Sole	2023-05-10
2022-12-31	$1,872,296	7,889	+9.7%	Shares	Sole	2023-02-15
2022-09-30	$1,472,562	7,192	+13.9%	Shares	Sole	2022-11-08
2022-06-30	$1,414,215	6,316	+7.0%	Shares	Sole	2022-08-09
2022-03-31	$1,473,506	5,903	+0.4%	Shares	Sole	2022-05-06
2021-12-31	$2,069,644	5,877	+2.0%	Shares	Sole	2022-01-31
2021-09-30	$1,612,083	5,763	+4.9%	Shares	Sole	2021-11-15
2021-06-30	$1,496,295	5,492	+215.8%	Shares	Sole	2021-08-02
2021-03-31	$1,283,399	1,739	-0.3%	Shares	Sole	2021-05-07
2020-12-31	$1,282,417	1,745	+0.2%	Shares	Sole	2021-02-04
2020-09-30	$1,213,024	1,741	+0.3%	Shares	Sole	2020-11-03
2020-06-30	$1,002,569	1,735	+3.5%	Shares	Sole	2020-08-14
2020-03-31	$770,614	1,677	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.