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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

SHW holding history

Sherwin Williams Co in every 13F filed by IMA Wealth, 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)
204
Value
$70.3K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of SHW by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026204$70.3K<0.1%+1+0.5%AddedHolders
Q1 2026203$65.1K<0.1%00.0%UnchangedHolders
Q4 2025203$65.8K<0.1%00.0%UnchangedHolders
Q3 2025203$70.3K<0.1%+41+25.3%AddedHolders
Q2 2025162$55.6K<0.1%+1+0.6%AddedHolders
Q1 2025161$56.2K<0.1%+161NewHolders
Q4 20240$00.0%−145−100.0%Sold outHolders
Q3 2024145$55.3K<0.1%+145NewHolders