Fund moves

Sherwin-Williams (SHW)Badgley Phelps Wealth Managers, LLC added to its stake +750 shares

Badgley Phelps Wealth Managers, LLC added to its stake in Sherwin-Williams, per its Q2 2026 13F.

46K
Shares reported · +750 vs prior quarter
0.28%
Disclosed portfolio weight
$16M
Reported value
Holdings as of
Jun 30, 2026
Filed
Jul 31, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. May 12, 2026Congress · 1 personMembers of Congress: 2 sales
  2. Jun 9, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
  3. Jul 28, 2026Company filing · Form 8-K · ResultsReported its results

What came next

  1. Aug 7, 2026InsiderOfficer sold ~$2.9M of SHW shares in the open market
  2. Aug 17, 2026Insider · Their largest sale since 2021Officer sold ~$4.76M of SHW shares in the open market
  3. Sep 24, 2026Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 2 more items)
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Sherwin-Williams

For Sherwin-Williams, OQRO holds 2 insider filings (SEC Form 4 or Form 144) and 43 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SHW page.

How this filing works

Other disclosures at Sherwin-Williams

Everything OQRO holds on this company is on its SHW page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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