Forum Financial Management, LP

Position in SHW — Sherwin Williams Co

CIK 1911832 LOMBARD, IL

Position in SHW

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$311,254

-$337,130 QoQ

Shares Held

971

-51.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Forum Financial Management, LP holds $2,678,247 across 5 Specialty Chemicals names. SHW ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc.	3,361	$976,336
2	ODC	Oil-Dri Corp of America	12,680	$825,341
3	SHW	Sherwin Williams Co This page	971	$311,254
4	SCL	Stepan Co	5,895	$294,632
5	LIN	Linde PLC	546	$270,684

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$311,254	971	-51.5%	Shares	Sole	2026-04-23
2025-12-31	$648,384	2,001	-10.7%	Shares	Sole	2026-01-27
2025-09-30	$775,968	2,241	+11.1%	Shares	Sole	2025-10-24
2025-06-30	$692,900	2,018	-1.1%	Shares	Sole	2025-07-30
2025-03-31	$712,347	2,040	0.0%	Shares	Sole	2025-05-02
2024-12-31	$693,457	2,040	+9.0%	Shares	Sole	2025-02-20
2024-09-30	$714,104	1,871	+0.4%	Shares	Sole	2024-10-29
2024-06-30	$556,273	1,864	0.0%	Shares	Sole	2024-07-30
2024-03-31	$647,423	1,864	0.0%	Shares	Sole	2024-05-09
2023-12-31	$581,381	1,864	-5.2%	Shares	Sole	2024-02-07
2023-09-30	$501,683	1,967	+18.0%	Shares	Sole	2023-11-06
2023-06-30	$442,621	1,667	+5.2%	Shares	Sole	2023-07-26
2023-03-31	$356,035	1,584	-2.3%	Shares	Sole	2023-04-19
2022-12-31	$384,949	1,622	+3.0%	Shares	Sole	2023-01-24
2022-09-30	$322,276	1,574	+4.1%	Shares	Sole	2022-11-07
2022-06-30	$338,551	1,512	+1.5%	Shares	Sole	2022-08-15
2022-03-31	$371,684	1,489	-5.0%	Shares	Sole	2022-05-16
2021-12-31	$552,186	1,568	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.