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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

SHW holding history

Sherwin Williams Co in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHW overviewAll 13F holders of SHWFull Q2 2026 holdings

Shares (Q2 2026)
2,206
Value
$759.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SHW by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,206$759.6K<0.1%−52−2.3%ReducedHolders
Q1 20262,258$723.8K<0.1%+27+1.2%AddedHolders
Q4 20252,231$722.9K<0.1%−85−3.7%ReducedHolders
Q3 20252,316$801.9K0.1%−18−0.8%ReducedHolders
Q2 20252,334$801.4K0.1%+159+7.3%AddedHolders
Q1 20252,175$759.5K0.1%+140+6.9%AddedHolders
Q4 20242,035$691.8K0.1%+13+0.6%AddedHolders
Q3 20242,022$771.7K0.1%−3−0.1%ReducedHolders
Q2 20242,025$604.3K0.1%−186−8.4%ReducedHolders
Q1 20242,211$767.9K0.1%+97+4.6%AddedHolders
Q4 20232,114$659.4K0.1%+17+0.8%AddedHolders
Q3 20232,097$534.8K0.1%+16+0.8%AddedHolders
Q2 20232,081$552.5K0.1%+209+11.2%AddedHolders
Q1 20231,872$420.8K0.1%+135+7.8%AddedHolders
Q4 20221,737$412.2K0.1%−36−2.0%ReducedHolders
Q3 20221,773$363.0K0.1%−19−1.1%ReducedHolders
Q2 20221,792$401.0K0.1%+153+9.3%AddedHolders
Q1 20221,639$409.0K0.1%+37+2.3%AddedHolders
Q4 20211,602$564.0K0.1%+8+0.5%AddedHolders
Q3 20211,594$446.0K0.1%+95+6.3%AddedHolders
Q2 20211,499$408.0K0.1%+56+3.9%AddedConverted for a 3-for-1 splitHolders
Q1 2021481$355.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.