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Integrated Wealth Concepts LLC

Position in SHW — Sherwin Williams Co

CIK 1737109 WALTHAM, MA

Position in SHW

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,086,579
+$835,152 QoQ
Shares Held
6,060
+55.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#684
of 1,733 holders
Holding Since
Mar 2020
25 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, 2026

Integrated Wealth Concepts LLC holds $29,250,015 across 50 Specialty Chemicals names. SHW ranks #3 (7.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHW
Sherwin Williams Co
This page
6,060 $2,086,579

All Filings in SHW

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,086,579 6,060
2026-03-31 $1,251,427 3,904
2025-09-30 $1,108,032 3,200
2025-06-30 $1,592,503 4,638
2025-03-31 $927,099 2,655
2024-12-31 $891,296 2,622
2024-09-30 $864,864 2,266
2024-06-30 $623,420 2,089
2024-03-31 $807,889 2,326
2023-12-31 $678,694 2,176
2023-09-30 $537,390 2,107
2023-06-30 $548,033 2,064
2023-03-31 $464,599 2,067
2022-12-31 $395,629 1,667
2022-09-30 $379,401 1,853
2022-06-30 $439,087 1,961
2022-03-31 $524,202 2,100
2021-12-31 $1,738,261 4,936
2021-09-30 $1,381,027 4,937
2021-06-30 $1,221,938 4,485
2021-03-31 $1,043,545 1,414
2020-12-31 $1,009,031 1,373
2020-09-30 $856,990 1,230
2020-06-30 $521,220 902
2020-03-31 $336,368 732