Position in SHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,112,652
+$77,685 QoQ
Shares Held
9,040
-4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#593
of 1,733 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $13,241,703 across 10 Specialty Chemicals names. SHW ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
8,464 | $4,392,308 | |
| 2 | SHW |
Sherwin Williams Co
This page
|
9,040 | $3,112,652 | |
| 3 | ECL |
Ecolab Inc.
|
4,969 | $1,384,413 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
3,636 | $1,066,002 | |
| 5 | LYB |
LyondellBasell Industries N.V.
|
18,093 | $952,596 | |
| 6 | PPG |
Ppg Industries Inc
|
7,356 | $892,209 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
5,726 | $507,323 | |
| 8 | EMN |
Eastman Chemical Co
|
6,806 | $455,865 |
All Filings in SHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,112,652 | 9,040 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,034,967 | 9,468 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,592,844 | 11,088 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,040,507 | 11,669 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,132,680 | 12,036 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,418,301 | 12,653 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,243,346 | 12,483 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,557,496 | 14,561 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,417,062 | 14,801 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,025,975 | 5,833 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,632,172 | 5,233 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,329,065 | 5,211 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,400,086 | 5,273 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $756,800 | 3,367 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $791,970 | 3,337 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $649,467 | 3,172 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $610,378 | 2,726 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $718,156 | 2,877 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $970,200 | 2,755 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $559,460 | 2,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $220,956 | 811 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||