Marcum Wealth’s W.W. Grainger GWW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$218K Buy
221
+8
+4% +$8.27K 0.02% 352
2024
Q4
$225K Buy
213
+2
+0.9% +$2.25K 0.02% 340
2024
Q3
$219K Sell
211
-13
-6% -$12.6K 0.02% 346
2024
Q2
$202K Sell
224
-47
-17% -$44.2K 0.02% 337
2024
Q1
$276K Buy
+271
New +$253K 0.03% 286

Other funds holding GWW

Marcum Wealth's GWW Position: Q1 2025 in Review

Marcum Wealth increased its W.W. Grainger (GWW) stake by 3.8% in Q1 2025, buying an estimated $8.27K and bringing the position to 221 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #352.

Marcum Wealth first reported a position in GWW in Q1 2024 and has held it in 5 quarters since. The position peaked at $276K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold GWW as of Q1 2025.

  • Marcum Wealth held 221 shares of W.W. Grainger worth $218K as of Q1 2025.
  • Marcum Wealth bought 8 W.W. Grainger shares in Q1 2025, an estimated $8.27K.
  • W.W. Grainger made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #352 holding.
  • Marcum Wealth first reported a position in W.W. Grainger in Q1 2024 and has held it in 5 quarters since.
  • Marcum Wealth's W.W. Grainger position peaked at $276K in Q1 2024.
  • 1,236 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.