WealthPlan Investment Management, LLC

Position in SHW — Sherwin Williams Co

CIK 1929986 OMAHA, NE

Position in SHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$258,584

-$4,016 QoQ

Shares Held

751

-28.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,342

of 1,733 holders

Holding Since

Mar 2022

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $7,042,661 across 4 Specialty Chemicals names. SHW ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RPM	Rpm International Inc/De/	22,017	$2,447,189
2	ALB	Albemarle Corp	17,117	$2,311,308
3	APD	Air Products & Chemicals, Inc.	6,909	$2,025,580
4	SHW	Sherwin Williams Co This page	751	$258,584

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,584	751	-28.6%	Shares	Sole	2026-07-28
2022-03-31	$262,600	1,052	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.